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SEF Current NAV : 11.79 as on 2024-12-06
SEF Current NAV : 11.79 as on 2024-12-06

Portfolio Management Services (PMS)

Discretionary Portfolio

Discretionary Portfolio Management is where investment decisions are made by portfolio managers at Siddhartha Capital and implemented immediately. This service is managed personally, allowing your investment objectives to be respected.


Discretionary Portfolio Management is a very popular option for clients who wish to have their investments monitored daily without being tied to the market themselves. All securities are held in a segregated nominee account and are actively managed by team of professionals at Siddhartha Capital. There is also a significantly reduced amount of paperwork compared to an advisory service, however you will receive valuations sheet and report on the performance analysis on demand.

SCL Growth Portfolio

SCL Growth Portfolio invests principally in a well-diversified portfolio of equities listed at the Nepal Stock Exchange (NEPSE) that have premium valuation, with a promise that they justify the premium over a period of time.

SCL Retirement Portfolio

This product is designed for investors who are planning on their retirements or have been leading a retired life. The utmost priority of this product is capital preservation aligned with providing stable returns.

SCL Value Portfolio

Designed for investors who wish to have a combination of safer as well as a riskier investment. The product will choose from a set of large, mid and small cap stocks which have been providing steady returns.

SCL Balanced Portfolio

Designed for investors who are risk averse and prioritize risk minimization over return maximization. The investment will have a combination of fixed income securities, value stocks and a minimal portion into growth stocks.

SCL Balanced Portfolio

Designed for investors who are risk averse and prioritize risk minimization over return maximization. The investment will have a combination of fixed income securities, value stocks and a minimal portion into growth stocks.

Portfolio Management Services (PMS)

Discretionary Portfolio

Portfolio Management Services

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Discretionary Portfolio Management is where investment decisions are made by portfolio managers at Siddhartha Capital and implemented immediately. This service is managed personally, allowing your investment objectives to be respected.

 

Discretionary Portfolio Management is a very popular option for clients who wish to have their investments monitored daily without being tied to the market themselves. All securities are held in a segregated nominee account and are actively managed by team of professionals at Siddhartha Capital. There is also a significantly reduced amount of paperwork compared to an advisory service, however you will receive valuations sheet and report on the performance analysis on demand.

SCL Growth Portfolio

SCL Growth Portfolio invests principally in a well-diversified portfolio of equities listed at the Nepal Stock Exchange (NEPSE) that have premium valuation, with a promise that they justify the premium over a period of time.

SCL Value Portfolio

Designed for investors who wish to have a combination of safer as well as a riskier investment. The product will choose from a set of large, mid and small cap stocks which have been providing steady returns.

SCL Balanced Portfolio

Designed for investors who are risk averse and prioritize risk minimization over return maximization. The investment will have a combination of fixed income securities, value stocks and a minimal portion into growth stocks.

SCL Retirement Portfolio

This product is designed for investors who are planning on their retirements or have been leading a retired life. The utmost priority of this product is capital preservation aligned with providing stable returns.