Comprehensive Portfolio Management Services for Strategic Investment Growth

At NIMB Ace Capital Bank, we understand that successful investing requires a structured approach, disciplined strategies, and deep market expertise. Our Portfolio Management Services (PMS) are tailored to help you meet your financial objectives, be it long-term wealth creation, risk-adjusted returns, management of equity portfolio, or strategic asset diversification. Portfolio Management Service (PMS) is a professional service where qualified and experienced portfolio managers construct an efficient portfolio backed with research recommendations. The operation of portfolio is completely administered by the experience portfolio managers on behalf of their clients.

Our experienced portfolio managers analyze market trends and opportunities to provide you with a robust investment roadmap designed to optimize performance while managing risks. NIMB Ace Capital is one of the leading brand in Nepalese financial market. A brilliant customer base and financial result have proven it all for NIMB Ace Capital.

Every investor’s journey is unique. We believe that a one-size-fits-all approach to all investment decisions in portfolio management is ineffective. Whether you’re an individual investor or an institution, our customized strategies consider your financial goals, risk tolerance, and investment horizon. Our strategic allocation across asset classes aims to provide balanced growth while mitigating risks.

Why opt for Portfolio Management Service (PMS)?

Investors desire long term wealth creation. However, investors are not aware of the risks associated with investing. Thus, PMS will help in building an investment strategy that filters sustainable stocks to invest which will generate high return in future.

PMS are experienced portfolio managers who have expertise and special skill set to generate above average returns which helps the clients in achieving their investment objectives.
Fully dedicated to concentrate on creating a fundamentally strong portfolio.
In-depth market knowledge and access to market intelligence/channel checks and gauge behavioral attributes.
Fully dedicated to concentrate on creating a fundamentally strong portfolio.
Quick decision making i.e. Buy and Sell decisions are taken purely basis fundamentals and market circumstances.

Discretionary Portfolio Management Services

Our Discretionary PMS offers a completely hands-off solution for clients who prefer expert management of their investments. The portfolio manager also tend to execute trades by picking individual investments they believe will help meet the clients objectives as per the market circumstance. Every individual client is assigned a portfolio manager who will constantly focus on the portfolio and monitor how investments are faring and periodic performance reports. In this model, the portfolio manager takes full responsibility for:
- Asset selection and allocation
- Timely buy-sell decisions
- Risk management strategies
- Portfolio rebalancing
By leveraging market insights, economic forecasts, and financial analytics, our managers ensure that your investments remain optimized and the risk is reduced even during dynamic market conditions. You can rest assured that your portfolio is in capable hands, allowing you to focus on other priorities. The PMS products under discretionary management are listed as follows:

NIBL Growth Plus Portfolio

The NIBL Growth Plus Portfolio aims to provide capital appreciation over a long term period.

NIBL Lotus Portfolio

The NIBL Lotus Portfolio aims to provide capital appreciation over the medium to long term period.

NIBL Lotus Secure Portfolio

The NIBL Lotus Secure Portfolio aims to provide a constant and steady stream of returns for the clients.

NIBL Customised Portfolio

NIBL Customized Portfolio aims to cater clients investment requirement.

NIBL Petal Plus Portfolio

The NIBL Petal Plus Portfolio offers a Specialized Investment Plan (SIP) to investors who seek to increase their investment over time.

Non-Discretionary Portfolio Management Services

For investors who want to stay actively involved in decision-making, our Non-Discretionary PMS offers a collaborative approach.
In this model:
- The portfolio manager provides expert insights and research-backed recommendations.
- You retain complete control over buy, sell, or hold decisions.
- Our team ensures seamless execution of your instructions and offers continuous advisory support.
This solution is ideal for those seeking professional advice without relinquishing control over their investments. If you have a keen, active interest in financial market then a non-discretionary approach to managing your investments might be the right choice for you.

Secure Custodial Services

NIBL Custodial Service is a new portfolio management service which aims to facilitate services like applying for right share, collecting bonus share and cash dividend, dematerializing of physical share and accommodating any other requested client needs. With regular analysis of the markets, the custodial service team will assist you to keep the portfolio updated and resolve any unfamiliar issues that custodial procedures might encounter. We provide secure and reliable custodial services to protect your investments. Our custodial solutions ensure the safekeeping of securities, smooth settlement of transactions, and accurate reporting of your portfolio holdings. As this portion of the service is to manage administrative tasks, you will have full control over your investment decisions. However, we will monitor your securities providing you with current market announcements of Initial Public Offerings (IPOs), auctions, Further Public Offerings (FPOs) and many more.
Key benefits include:
- Comprehensive reporting and portfolio statements
- Regulatory compliance and transparency
- Secure storage of securities
Once registered with our service, you will get access to our PMS account which includes website and mobile apps, research report prepared by our expertise and dedicated hotline to communicate with our experienced relationship managers.

Advanced Risk Management Solutions

Investment success hinges on effective risk management. Our portfolio managers use advanced risk assessment tools and strategies to safeguard your investments against market volatility.
Key risk management measures include:
- Diversification to minimize exposure
- Regular stress testing of portfolios
- Dynamic asset rebalancing based on market trends
- Close monitoring of market developments

Frequently Asked Questions

Having questions on PMS

Q1: What is Portfolio Management Services (PMS)?

PMS refers to a professional investment management service that offers customized solutions to manage your investments across different asset classes, such as equities, debt instruments, and mutual funds.

Q2: How does discretionary PMS work?

In discretionary PMS, the portfolio manager makes all investment decisions on your behalf, including selecting assets, timing buy/sell actions, and managing risks. You can rely on the manager’s expertise to maximize returns while staying aligned with your financial goals.

Q3: What is the difference between discretionary and non-discretionary PMS?

Discretionary PMS allows the portfolio manager full control over investment decisions, whereas in non-discretionary PMS, the investor retains control and makes all final decisions based on the manager’s advice.

Q4: What types of investors are suited for non-discretionary PMS?

Non-discretionary PMS is ideal for investors who prefer to stay actively involved in investment decisions and have the knowledge and time to analyze market trends

Q5: What are custodial services, and why are they important?

Custodial services involve the safekeeping of securities, facilitating transaction settlements, and providing accurate reporting. They ensure that your investments are secure, well-managed, and compliant with regulatory standards.

Q6: How does risk management work in PMS?

Our risk management strategies involve diversifying investments, regularly rebalancing portfolios, and closely monitoring market trends to protect your wealth from market fluctuations.