A Customized Solution To Your Investments In Equity And Fixed Income Instruments.
As a Licensed Portfolio Manager, Kriti Capital manages over NPR 570 million of funds of individual and institutional investors who aim to build a diversified portfolio with minimized risk and maximized returns.
WHAT WE DO?
We will assist you to identify your needs, determine your risk profile, define your objectives, and finally, set your investment strategy. We work diligently to ensure optimal returns on your investments by building your portfolio from a range of asset classes, such as equity and fixed income instruments. You can choose among the following two unique services that are best suited to your requirements:
The Discretionary Portfolio Management platform allows you to delegate managing your investments to us.
MAXIMIZED RETURN THROUGH LIMITED RISK
Our Discretionary Portfolio Management Service leverages our extensive investment resources, thorough financial research, and risk management expertise to deliver tailored investment solutions. You define your investment objectives and entrust us with managing your assets according to the strategy selected. We monitor your investments actively, execute transactions timely, and ensure that objectives of your investments are achieved. Under this discretionary portfolio management service, we offer tailor-made portfolios that cater to individuals as well as institutional investors.
PROFESSIONAL INVESTMENT SERVICE OFFERING:
Weekly updated online portfolio portal to keep you up-to-date.
The Non-Discretionary Portfolio Management Service allows you to enjoy a greater degree of participation in your portfolio.
GEARED TO YOUR OBJECTIVES & NEEDS
We help you define your investment strategy, yet you have full discretion to your investment transactions. You are in complete control of your investment decisions, while we act as a custodian of your investment—executing your orders, facilitating your transactions, and relieving you of all clerical hassles. For maximized returns and minimized risk, we provide our insights geared to your objectives. This service is also made to cater to individuals as well as institutional investors.
A CONSULTATIVE METHOD OF INVESTING SERVICE OFFERING:
Portfolio Management Services (PMS) is a wealth management services offered by licensed Portfolio Manager like Kriti Capital & Investments Ltd. Through PMS services, any Nepali citizen or Nepali institution interested in investing in Nepalese stock market and/or fixed income instruments can avail expertise of Portfolio Managers to help them define, strategize and meet their investment objective.
A Portfolio Manager is a company (merchant bank) licensed by Securities Board of Nepal (SEBON), that provides Portfolio Management Services (PMS) to individual and institutional investors. Portfolio managers are governed and supervised by SEBON. They conduct thorough investment research to cater to its portfolio clients’ customized needs and makes investment decision to get maximized return while minimizing risk.
When an investor invests through PMS Service, the investor owns the underlying securities (company shares and cash in bank account) in his/her name, unlike when the investor invests in a mutual fund investor, where he/she owns units of the fund and does not directly own underlying company shares. The stocks are purchased by the Portfolio Manager on behalf of and in the name of the investor. All dividends will also be directly credited into the investors’ bank account (operated under portfolio management service agreement). All the shares will be held in the investors’ Demat account and can be accessed by the investor at any time.
An investor interested in investing in Nepalese stock market through Portfolio Manager enters into an Agreement with the Portfolio Manager and hands over the funds (shares and/or cheque deposit) to be managed.
The Portfolio Manager opens a new bank account, demat and broker account in the investor’s name and operates it within the PMS Guidelines, solely for the purpose of portfolio management. The fund is professionally managed by the Portfolio Manager under guidelines set by the investor in terms of the investment horizon, return requirements and risk appetite. Shares are purchased and sold on investors’ behalf after thorough analysis.
Apart from this, the Portfolio Manager applies in IPOs/ FPOs / auction on investor’s behalf. The Portfolio Manager also collects bonus shares & cash dividend, and applies for rights shares against the shares held in the client’s portfolio account, thereby relieving the investor of all clerical hassles.
For Discretionary Portfolio Management Service, there are three types of fees and these are Administrative fees, Annual Management fees, and Performance fees.
For Non-Discretionary Portfolio Management Service, there are two types of fees and these are Administrative fees and Annual Management fees.
Yes, the Portfolio Management Service is completely transparent. Once all accounts are set up and Kriti Capital starts trading on investors behalf, Kriti Capital will provide investors with a username and password to login to its PMS online portfolio portal. Investors can use this portal to view their weekly updated portfolio status which includes transactions made on their behalf, as well as available cash balance details.
Investors have the facility to withdraw profits annually. As for termination, investors are requested to inform the Portfolio Manager whether the investor wants us to liquidate the stocks or hand them over to the investor upon termination. Kriti Capital will proceed accordingly and handover the portfolio in about 15 days from receipt of termination notice.
Yes, all investments in company shares (equity market) involve risk, including the possible erosion of the principal amount invested as well as opportunity cost in terms of forgone returns. Unlike fixed income instruments, stock market investment does not guarantee fixed returns. However, taking long-term horizon with managed risk while investing in stocks usually brings significant and compounding returns over the years.
Service from Kriti Capital & Investments Ltd is very professional. Their online service for checking our portfolio status is very helpful and satisfying.Mr. Abhishek Bir Singh Tuladhar
The question is not about how much money is being managed but in what way is the money being managed. I am very satisfied with the way Kriti Capital has managed my fund and I am looking forward to such dedication in the c... Mr. Shubhadayak Shah
When I was familiarized with the concept of Portfolio management by the team of Kriti capital, the idea seemed fresh and immediately appealing. It worked for me as I was interested in investing my money but had only limited tim... Shilpa Shrestha