Our Services

Our experienced team brings expertise in investment management and merchant banking to offer services that build enduring value for our clients.

Investment Management Services

Our Portfolio Management Services is built on timeless principles that protect your capital and grow wealth steadily over the long term.

Wealth Compounding Portfolio

For individuals, families, and institutions with a lump sum looking to grow their wealth over time

SIP Portfolio

A curated plan for young professionals looking to begin their investment journey with consistent monthly contributions

SWP Portfolio

For older retired people or nearing retirement who want to grow money but need money for daily needs

Global Nepali Wealth Portfolio

For Nepalis residing abroad who want the money in Nepal managed for themselves or their family

Corporate Employee Investment Program

A corporate-backed investment program that helps employees build long-term wealth

Fee Structure

HurdleFixedPerformance fee
Fixed AMCN/A2%0%
Performance-Based8%0%25%
Hybrid9%1%15%

Merchant Banking Services

Our Merchant Banking Services help clients and companies unlock value by leveraging capital markets through knowledge based advice, strategic financial solutions, and disciplined execution.

Demat Services

Simplify your investment journey with secure online storage of shares. Open a demat account with us and start building wealth effortlessly

RTA/ RTS

Accurate shareholder records and seamless corporate actions that is transparent and compliant.

Underwriting Services

Giving companies assurance and investors' confidence. Our support helps secure subscriptions and ensures your issue succeeds

Corporate Advisory

Providing strategic insights and solutions to help businesses grow with confidence, from fundraising and valuations to deal advisory and IPO readiness

Issue Management

End-to-end capital raising made simple. From compliance to listing, we ensure a smooth issuance process

What Our Clients Say