Portfolio Management Services (PMS)
PMS allows for clients to entrust their savings to Nabil Investment for investment and there are a variety of products within the PMS service based on the risk appetite of the client.
Nabil Investment has an Asset under Management (AUM) around NPR 1.1 Billion which is the highest among all local PMS service providers. We also regularly offer discounts on fees at certain occasions.
Nabil Investment also has an annual growth rate in portfolio value of 25%.
How do we make Investment Decisions?
- Investment identification by Research Team
- Research report evaluation and verification by Research Head
- Verification of research report by Investment Banking Head
- Investment selection by RM’s as per Client’s risk/return profile
- Verification of investment appropriateness as per client risk/ return profile by Investment Banking Head
- Investment recommendation to CEO by investment banking head
- Approval
- Execution
How does PMS work?
- Designation of staff for a client
- Review client’s investment objectives and expectations
- Determine risk tolerance
- Identify and recommend PMS product for the client
- Create administrative platform to manage portfolio
- Manage Portfolio as per Client’s Goal
- Reporting and Online Portal to client to review their portfolio
Why PMS with Nabil Investment?
Leading licensed Portfolio Manager
Large Chunk of AUM
Proven Track Record of Attractive Return
Personalized Service & Genuine Client Care
Continuous In-depth Analysis
Technologically Advanced
Fair Treatment to all Clients
Accounting Transparency
Highly Qualified Team with Strong Performance Track Record
Economies of Scale
Full Administrative Services
The PMS Process
Before the Core Service
- Inform the customer about the product, features, strengths
- Handover Product Document to the customer
Delivery of the Core Product
- Signing the PMS Agreement, Application form
- Handling Customer Queries
- Delivery of Receipt to the customer
After Core Product
- Regular updates to the client
- Customer complaints
- Getting references
Investment Grading
| Parameters | Weight |
|---|---|
| Financial Ratios | 45% |
| Market Correlation | 5% |
| Trading Data | 10% |
| Quality of Management | 15% |
| Promoter's Background & Profile | 10% |
| Industry Specific Parameter | 15% |
| Total Score | 100% |
| Parameters | Weight |
|---|---|
| Related Industry Experience | 20% |
| Academic Qualification | 20% |
| Performance in Prior Companies | 20% |
| Job Consistency | 20% |
| Honesty, Integrity & Professionalism | 20% |
NI Discretionary PMS
Under Discretionary PMS, Nabil Investment conducts all the required research, and makes the investment decisions. Clients are provided with monthly and quarterly updates accordingly.
NI Non-Discretionary PMS
Under Discretionary PMS, Nabil Investment conducts all the required research, and makes the investment decisions. Clients are provided with monthly and quarterly updates accordingly.
NI Portfolio Advisory Services
One Time Advisory
The service is provided on a one-off basis depending on the need of the client.
Ongoing Advisory
The service is provided to the client on an ongoing basis, with required market information forwarded to the client regularly in the form of reports and specific sector-related reports from time to time. The client provides their risk profile and other specific areas where they are looking for advice, and the advisor provides the advice report to the client, covering specific client requirements.
NI Administrative Services
Portfolio Administrative Services will provide the client with back-office administrative and clerical assistance for portfolios that the client maintains and operates.
advised to read all related documents on the subject before taking any investment decision.