Portfolio Management Services

Nepal Life Capital Ltd. manages portfolio of individual as well of institution based on predetermined wealth management objectives. We develop systematic and deliberate strategies that strike a balance between...

Depository Participant

As a Depository Participant (DP), Nepal Life Capital Ltd. will be the intermediary of depository system (CDS and Clearing Ltd.) provides Depository Participants services to our valued at a ...

Compounding Options

——— WEALTH PLUS PORTFOLIO

Unleash your
Investment Potential

Wealth Plus portfolio has been designed to cater to the investment management needs of clients with high risk tolerance. The core aim of this product is to provide significantly higher return than the market through the creation of aggressive portfolio by exposing the investment funds to strategically calculated risks.

Objective High growth of client portfolios
Min. Investment Rs. 5,00,000
Lock in Period 2 Years

Asset Mix Strategy

Growth Stock ≤80%
Value Stock ≤20%
Fixed Income Securities ≤10%
——— GUARANTEED PORTFOLIO

Secure investment
is your future

Guarantee Return portfolio caters to the needs of investors who want a fixed return in their investment above the current fixed deposit rates. This product enables investors to achieve the benefit of stock market investment with the safety of having claim on the guarantee return.

Objective Provide assured return to the clients
Min. Investment Rs. 10,00,000
Lock in Period 3 Years

Asset Mix Strategy

Growth Stock ≤20%
Value Stock ≤20%
Fixed Income Securities ≤70%
——— NIMBLE PLUS PORTFOLIO

Your money,
Our expertise

NiMBLe Plus portfolio management product has been designed to cater to the customized life goals of the clients. The core aim of this product is to invest according to the life goals of clients and their corresponding cash flow requirement.

Objective Achieve the aspirations of our clients
Min. Investment Rs. 15,00,000
Lock in Period 2 Years

Asset Mix Strategy

Customized based on client’s requirements

frequently asked questions

NEPSE stands for Nepal Stock Exchange. NEPSE is also the benchmark stock market index for Nepal. It is a market capitalization-weighted index, meaning that the weight of each stock in the index is based on the company’s market capitalization.

(शेयर बजार) , (नेप्से)

  • A platform for buying and selling securities like stocks, bonds, and debentures.
  • NEPSE Index (main), Sensitive Index (top companies), and Small Cap Index (smaller companies).
  • Then we have 13 sub-indexes (Hydropower, Banking, Finance, Development Banks, Manufacturing and processing, Investment, Others, Mutual Funds, Microfinance, Hotel and Tourism, Life Insurance, Non-life Insurance, Trading.)

One can open a bank account and a Demat account with a broker or Depository Participant (DP) to access capital market.

Investing has potential for higher returns than traditional savings accounts, wealth creation, and diversification

Market volatility, Uncertainties, Lack of knowledge and research about market behaviors can all lead potential loss in the capital market.

Investment Basics:

  • Portfolio management is a service provided usually by Capitals, Such as, us Nepal life capital. Where your investments are handled for potential growth from the market along with the understanding of the clients risk tolerance.

These services are provided to clients to minimize the risks / and to amplify the efficiency for the clients as the service providers take on the roles and responsibility for managing the fund on their behalf.

  • Discretionary PMS are exclusively managed by the portfolio manager of the PMS
  • Non-discretionary PMS are managed by both: the portfolio manager and the investor of the PMS. 
  • In both cases the risk tolerance, ideas, and services are shared with the clients, only the limitations to investments decisions are predefined.
  • Here in Nepal Life capital, we have management fees of (1% percentage of AUM) and Performance fee is calculated after the investment crosses the hurdle rate. Which is corresponding to the base rates provided by the banks.
  • PMS is a commitment towards the stock market, it’s natural for investments to take time to show results. Therefore all of the PMS contracts are usually paired for couple of years. Here in Nepal Life capital, we have 2 – 3 years as contract period along with different structures according to the time horizon.
  • Exits fee is only applied at the time of breach in contract. Which is 1 percent of AUM.

Initial Public Offering: It is the process for a company sells shares to the public for the first time.

  • Primary: Issuing new securities. Secondary: Existing securities traded among investors.

*All IPOS are listed into the secondary market where investors can buy and sell it to each other.

Brokers and Demat:

  • Broker’s first responsibility is to facilitate your trades in the market for a commission fee. They also need to aware you and help you with rest of the services like, settling the transactions and transferring the shares.

There are 95 licensed stockbrokers as of Feb 12 2024.

New Stock Broker Commision in Nepal

Transaction Amount (Rs.) Broker Commission(%)
Up to 50,000 0.4
50,000 – 500,000 0.37
500,001 – 20 Lakhs 0.34
20 Lakhs – 1 Crore 0.30
Above 1 Crore 0.27
Varies by broker and type of trade, typically 0.3-0.5% per trade.

Holds your securities electronically, mandatory for trading in the secondary market.

Both have annual charges, Rs.100 for Demat and Rs.50 for meroshare each.

Specifics to Nepal Life Capital Limited:

  • Portfolio management, free Demat accounts, market updates, newsletters, company analysis.
  • Notify you about all the market updates and your investment progress.
  •  

— As of 2023-10-12 15:00

Market Summary

NEPSE 1874.60 
20.16
-1.06
SENSITIVE 359.13 
-2.95
-0.81
Total Turnover Rs.
1,700,129,815
Total Traded Shares
7,558,542
Total Transactions
62,046
Total Scrips Traded
292

Get in touch

Client Feedback

Working with you to resolve the matter of de-materialization of certificates has given me a great relief. It has been a positive affirmation of my decision to choose Nepal Life Capital Ltd. as my merchant service company.

Samit Maharjan

Client Feedback

I am extremely satisfied with the portfolio management services of Nepal Life Capital. The best part was their effort to match my risk profile with the returns.

Kamal Giri

Client Feedback

Nepal Life Capital professional investment strategy has yielded sizable growth in my portfolio. Along with that I am happy with their client management processes.

Sabita Shrestha

Client Feedback

The clarity in portfolio counselling help to fortify my trust towards Nepal Life Capital and recommend others to opt for their services.

Manish Thapa