dematDemat meroshare Meroshare productsProducts
jyoticapital
Knowledge Center | DEMAT Account
jyoti Capital+ 977 01-5916548 | 01-5916549
info@jyoticapital.com.np jyoti Capital9802372601 Mission
Nepse Index
2,677.45                        49.09 /1.86%
Total Turnover
7,312,790,196.17
Sensitive Index
451.01                        8.68 /1.96%

Portfolio Management Service

Portfolio Management Services (PMS) represent a professional approach to wealth management, where specialized firms prudently oversee investments in alignment with each client's unique financial objectives and risk tolerance. This disciplined strategy adheres to two fundamental principles: first, the unwavering protection of capital as the highest priority, and second, the commitment to diversification across stocks, bonds, and other asset classes - avoiding concentration risk while harnessing the market's power to compound wealth for patient investors. The market inherently favors those who exercise financial restraint, systematically rewarding disciplined strategies while gradually diminishing the capital of impulsive investors. 

 

Key Features of Jyoti Capital PMS:
  • A dedicated team conducts in-depth research on capital and money markets to optimize investment strategies.
  • Experts ensure the best selection of assets within each class to maximize returns.
  • Continuous monitoring and periodic reviews help mitigate risks from market volatility and economic shifts.
  • Our dedicated team of professionals delivers a higher standard of service through rigorous analysis, and strategic rebalancing to optimize your investments.
At Jyoti Capital Limited, we provide PMS across two key asset classes:
   1. Volatile Return Securities – Shares, Mutual Fund Units
   2. Fixed-Income Instruments – Corporate Debentures, Fixed Deposits
 

 Our approach to your investments is designed to reflect your needs, attitude to risk and desired level of involvement. Each individual’s investment needs are different. We reflect yours through the various products offered as :

FAQ

PMS is a professional service where investments are managed by experts to help clients achieve their financial goals. It offers tailored investment solutions, proactive management, and expert advisory services.

Individuals, institutions, and Non-Resident Nepalis (NRNs) with a legitimate source of income can invest in PMS.

• Professional and proactive management

• Customized investment strategies

• Hassle-free operations

• Potential for superior returns

• Discretionary PMS: Clients grant a power of attorney to the portfolio manager to make investment decisions on their behalf.

• Non-Discretionary PMS: The portfolio manager provides buy/sell recommendations, but the client makes the final decision.

• Administrative Portfolio: JCL handles administrative tasks like applying for rights shares, IPOs, FPOs, collecting dividends, and dematerializing shares, while you retain full control over investment decisions.

• Advisory Portfolio: For clients who prefer managing their own investments, JCL offers advisory services, including stock recommendations and performance tracking for selfmanaged portfolios.

• A dedicated Relationship Manager (RM) is assigned to the client.

• The client’s investment objectives and risk appetite are reviewed.

• A suitable PMS product is recommended.

• An administrative platform is created to manage the portfolio.

• Regular reporting and online portfolio access are provided.

Discretionary Portfolio Management:

The portfolio manager has full authority to make investment decisions without seeking prior approval from the client. Discretionary PMS services includes:
Jyoti Smart Portfolio

Lock in Period : 3 years
Annual Asset Management Fee: 0.00%
Fees Levied: Hurdle Rate (9%),Exit Load (2%)
Annual Asset Performance Fee: 18% on annual returns above hurdle rate

Lock in Period : 3 years
Annual Asset Management Fee: 0.00%
Fees Levied: Hurdle Rate (0%),Exit Load (2%)
Annual Asset Performance Fee: 15% on annual returns above hurdle rate

Lock in Period : 3 years
Annual Asset Management Fee: 0.00%
Fees Levied: Hurdle Rate (0%),Exit Load (2%)
Annual Asset Performance Fee: 12% on annual returns above hurdle rate

Jyoti Growth Portfolio
Lock in Period : 3 years
Minimum Investment : 3 lakhs
Fees Levied: Hurdle Rate (10%), Performance (if exceeding hurdle),AMC (1.50%),Exit Load (2%)
Jyoti Income Portfolio
Lock in Period : 3 years
Minimum Investment : 3 lakhs
Fees Levied: Hurdle Rate (8%), Performance (if exceeding hurdle),AMC (1.50%),Exit Load (2%)
*Note:
1. Other charges incidental to transaction in securities (e.g. brokerage, DP, capital gain taxes etc.) are to be borne by the Client on actual cost basis)
2. Administrative Fees one time: Rs.2,000.00

Non-Discretionary Portfolio Management:

The portfolio manager provides investment recommendations, but the final decision-making authority rests with the client. Non-Discretionary Portfolio Management services:
Jyoti Guaranteed Portfolio
Lock in Period : 1 Years (Minimum)
Minimum Investment : 10 lakhs
Fees Levied : AMC Fee, Exit Load fee
Administrative Services

JCL administrative service aims to facilitate service such as applying for right share, IPO, FPO, collecting bonus share and cash dividend, dematerializing of physical share and accommodating any other requested client needs. We will manage administrative task on your behalf and you will have a full control over your investment decisions

Client Type: Both Individual & Institutional Investor
Annual Assets Management Fee : Based on Discussion with Client
Minimum Tenure : 1 Year (Renewable)
Advisory Services

If you like watching the markets, evaluating economic research, and making all your investment decisions independently, then our advisory portfolio management Service is appropriate for you. JCL offers advisory services whereby we advise client which stocks to buy, which to sell, which industry stocks to accumulate, which industry stocks to invest based on the fundamental and technical analysis of securities, industries and the financial market expectations. We also provide service to track your "self-managed portfolio's" performance upon request.

Client Type: Both Individual & Institutional Investor
Annual Assets Management Fee : Based on Discussion with Client
Minimum Tenure : 1 Year (Renewable)

Our Office

Kathmandu Metropolitan City,
Ward No. 28, Kamalpokhari

01-5916548, 01-5916549

Mobile : 9802372601

info@jyoticapital.com.np

Useful link

Jyoti Bikash Bank SEBON Nepse CDSC Targeted Sactioned List UN Security Council Market Summary

Quick Links

About Us Contact Us Our Services Internship Program Data Protection & Privacy Statement

 

CSR Customer awareness Investor Relations People Centric Internship Current Vacancy

INFORMATION OFFICER

© Jyoti Capital, All Right Reserved. Disclaimer
Amsoft Technologies
This website uses cookies
We use cookies to personalize content and ads/promotional materials, to provide social media features and to analyze our traffic. We also share information about your use of our site with our social media, advertising and analytics partners who may combine it with other information that you’ve provided to them or that they’ve collected from your use of their services.
Ok Decline