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Portfolio Management System (PMS)

NMBL manages portfolio of individual as well of institution based on predetermined wealth management objectives. We develop systematic and deliberate strategies that strike a balance between liquidity, risk abatement and growth of wealth.

Portfolio Management Service is all about implementing professional investment strategy in accordance with the investment objectives of different investor class ranging from individual to institutional level.

NMBL provides two types of PMS :
  • Discretionary Portfolio Management Service
    Discretionary Portfolio is an arrangement of an investment account in which portfolio manager makes the buy-sell, investment-divestment decisions of the securities without reference to the account owner (client) for every transaction. Under this service, NMBL purchases and sells securities on the behalf of the client to meet the risk-return profile and investment objective of client within agreed limits. Discretionary account suits for those investors who wish to deploy for their investable fund in the capital market relying on professional management

  • Non-Discretionary Portfolio Management Service
    Under this service, we manage the account as per the direction of the client. NMBL suggests, notifies and gives instructions to the clients before taking approval for execution. For those clients who wish to enjoy a greater degree of participation in the management of their investments, we offer the non-discretionary investment management service whereby we contact clients to advise and discuss investment matters.
NMBL Portfolio Products

1. NMBL Lagani Bridhi Portfolio (Growth Portfolio)

"Unleash Your Potential to Rise"

NMBL Lagani Bridhi Portfolio is devised for those clients who are seeking capital appreciation in long term. Strategic assets allocation decision is based on majority of growth stocks with combination of value stocks and fixed income securities.

Asset Mix Strategy
Growth Stock Value Stock Fixed Income Securities
≤80% ≤20% ≤10%

Objective: Capital appreciation In the long term
Min. Investment: Rs. 3,00,000
Lock In Period: 2 years

2. NMBL Swostha Portfolio (Balanced Portfolio)

"Pursue Stability in your life"

NMBL Swostha Portfolio is a relatively less risky portfolio. It also assures capital gain in medium to long-term prospects. Strategic assets allocation decision is based on majority of equity security, balanced proportion of value and growth stock with combination of fixed income securities

Asset Mix Strategy
Growth Stock Value Stock Fixed Income Securities
≤65% ≤30% ≤20%

Objective: Value preservation & capital appreciation
Min. Investment: Rs. 3,00,000
Lock In Period: 2 years

3. NMBL Nischit Aaye Portfolio (Guaranteed Portfolio)

"Secure investment is your future"

NMBL Nischit Aaye Portfolio provides a regular cash flow for investors. It is better for people having retired life. Strategic assets allocation decision is based on majority of fixed income securities and value stock with combination of growth stock to maintain regular cash flow requirement .

Asset Mix Strategy
Growth Stock Value Stock Fixed Income Securities
≤20% ≤20% ≤70%

Objective: Semi-annual regular income
Min. Investment: Rs. 3,00,000
Lock In Period: 2 years

4. NMBL Anukul Portfolio (Customized Portfolio)

"Embrace discipline investment to stay on track"

NMBL Anukul Portfolio caters the need of high networth individual and institutional investor who wish to customized their portfolio based on unique need and custom risk and return profile. This portfolio will be completely customized based on client’s investment objectives and constraints.

Objective: Fulfill the contingency needs of client
Min. Investment: Rs. 3,00,000
Lock In Period: 2 years

Asset Mix Strategy
Customized based on client’s requirements
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This website is the property of National Merchant Banker Ltd. Investment in stock involves high risk. The analysis of stocks fully depends upon past performance of capital market. The past stock performance may not predict the future trend. The movement in the price of investment instruments may suffer the loss of initial capital. The ideas, opinions, tactics, strategies, forecasts, expressed in this website are the sole view of this company. All investors are advised to conduct their own independent research or consult with their Portfolio Manager before making any investment decision. Any investmets, trades, speculations made in the light of the information provided herein, are committed at your own risk.

Useful Links

  • NATIONAL MERCHANT BANKER LTD.
  • Kathmandu-33, Gyaneshwor (Ananda Bhairav Marga)
  • Kathmandu Nepal
  • Tel: +977 01-4430746, 01-4415856
  • Website: www.nmbl.com.np
  • info@nmbl.com.np

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