Discretionary Portfolio Management Products (PMS)

Below are the discretionary accounts that we provide and it works best for investors who do not want to be actively involved in the day-to-day management of their investments and trust us to meet your financial objectives.

 

NIBL Growth Plus Portoflio

 

 

The NIBL Growth Plus Portfolio aims to provide capital appreciation over a long term period.

In this portfolio, the investment will be diversified into a pool of financial instruments such as equities with favorable long term prospects and a nominal portion would be invested in the fixed income instruments depending on the market scenario.

Under this scheme, the portfolio construction will direct more towards equity investments.

 

 

 

Asset Allocation

80-90% Equities
10-20% Fixed Income instrument/Cash

Lock in Period

3 Years

 

 

Initial Investment*

Starting from:
NPR 3,00,000

 

 

NIBL Lotus Portfolio

 

 

The NIBL Lotus Portfolio aims to provide capital appreciation over the medium to long term period.

Investments made under this portfolio will be diversified into equities with favorable medium to long term prospects, and a nominal amount will be invested in mutual funds and fixed income instruments.

Investors who seek to invest for less than 3 years period are encouraged to opt for this portfolio.

 

 

 

Asset Allocation

50-60% Equities
10-20% Mutual Funds and IPOs
10-20% Fixed Instruments

Lock in Period

2 Years

 

 

Initial Investment*

Starting from:
NPR 3,00,000

 

 

NIBL Lotus Secure Portfolio

 

 

The NIBL Lotus Secure Portfolio aims to provide a constant and steady stream of returns for the clients.

This product is a risk-free investments resulting in a high interest rate over a fixed period. This best suits those who want secure investment.

 

Asset Allocation

100% Fixed return

Lock in Period

6 months- 1 Years

 

 

Minimum Investment*

Starting from:
NPR 3,00,000

 

 

NIBL Customised Portfolio

 

NIBL Customized Portfolio aims to cater clients investment requirement.

This portfolio construction entails client’s specific needs, risk taking ability with their investment amount and holding period.

This best suits high net worth institutions/individuals who seek to direct their portfolio according to their investment goal.

 

 

Asset Allocation

*As per clients requirement

Lock in Period

*As per clients requirement

 

 

Minimum Investment

NPR 50,00,000

 

 

NIBL Petal Plus Portfolio

 

 

The NIBL Petal Plus Portfolio offers a Specialized Investment Plan (SIP) to investors who seek to increase their investment over time. This portfolio will offer clients the option to increase their portfolio fund size with discussion with portfolio manager.

This portfolio will allocate the majority of funds in equities, followed by investments in mutual funds and minor investments are made in fixed income instruments.

 

 

 

Asset Allocation

50-60% Equities
20-30% well diversified Mutual Funds and IPOs
10-20% Fixed income instruments/cash

Lock in Period

3 Years

 

 

Minimum Investment

NPR 3,00,000

Minimum Systematic Investment Amount

NPR 10,000

 

For More Info

To know more about Portfolio Management Service, please fill in this form or call us at following numbers.

  +977-1-4005157  +977-1-4425280
Ext no.: 415, 437, 428