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Frequently Asked Questions (FAQs):

Portfolio management service is a customized investment service professionally managed by professionals working in the capital market sector of Nepal on behalf of the client that helps investors to make diversification of their investment in various sectors based on their investment objective and risk-return profile.
A systematic investment plan is an investment vehicle offered to investors, allowing them to invest small amounts periodically instead of lump sums. The frequency of investment is usually weekly, monthly or quarterly.
It is a form of investment management in which buy and sell decisions are made by a portfolio manager or investmentcounselor for the client's account.
It is a form of investment management in which Clients have absolute discretionary power to make their buy and sell decisions from the securities approved by the portfolio manager.
  • Professional Management
  • Transparency of operations
  • Personalized advice
  • Greater control
  • Hassle free operations
  • Constant Portfolio Tracking
  • Risk control
  • Convenience
  • Dedicated Relationship Manager (RM)
  • Maximum returns, minimum risk
Basis PMS Mutual Funds
Fees Performance based Fixed amount is charged irrespective of the performance
Customization Portfolio offered is customized to your needs Mutual funds offers no such option
Initial Investment High initial investment Low initial investment
Transparency Offers complete transparency with detailed reporting of every transactions Offers monthly reporting
Accountability Dedicated Service managers available for reviewing No such obligations
Any Nepali citizen or institutions, who wants to invest in the Nepalese Share Market but lack the time and expertise to manage their investments.
Securities Board of Nepal (SEBON) is the apex regulator for the securities market in Nepal.
Securities Board of Nepal (SEBON) is the apex regulator for the securities market in Nepal.
As per the guidelines set by SEBON, NRs. 300,000 is the minimum amount to start a PMS.
The primary role of a Portfolio Manager is to manage the clients’ portfolio along with other roles as mentioned in the guidelines of SEBON.

1. Applicant’s Identification Card (Citizenship/Passport/Birth Certificate)

2. Nominee’s Recent Photograph (10 passport size photos)

3. Portfolio Agreement (available from Aakash Capital Limited)

4. Power of Attorney Form (available from Aakash Capital Limited)

We provide the client a username and password through which the client can view their portfolio by logging into through our Depository Participant’s website. Also, we provide a portfolio investment report on a monthly basis; and the client can call their portfolio manager for any queries regarding their portfolio.
The contract period between the client and Aakash Capital is for a period of 3 years. The client can anytime withdraw his/her holdings. However, if the client terminates the portfolio before the end of the contract period, an exit load fee on the total value of the portfolio as on the date of termination will be applied.
Yes, the profit can be withdrawn at intervals depending upon the growth rate and at the consent of the Portfolio Manager.
The Portfolio Management Agreement (PMA) can be renewed after the maturity period of 3 years or the client can take back their assets after the closure of portfolio and payment of performance fees, if there are any.
After the maturity of the portfolio, the client can either take back their shares after the payment of necessary fees (if applicable) or can ask the Portfolio Manager to liquidate their shareholding.
As mentioned earlier, the assets will be purchased in clients’ name. However, the Portfolio Manager will remain the signatory on their behalf for the contract period. Apparently, this is done to eliminate the daily hassles of signing documents for various purposes.
Yes, portfolios can be created in the name of the family members. However, we will be creating separate bank accounts in each individual’s name.
An investor can have multiple portfolio accounts with the Portfolio Manager. However, each PMS account will be separately categorized and will have no interlink with the other account.
An additional investment option is available to all the products.
Yes, you are free to meet us whenever you wish to discuss your portfolio.