Portfolio Management Service

B.O.K. Capital’s Portfolio Management Service is a customized investment portfolio managed by our professional managers to suit the investment objective of our valued investors who has trust on us for investing their hard earned money through our professional expertise for generating highest risk adjusted returns. PMS is SEBON licensed professional service for investment management and funds administration to create wealth for our clients.

Our Philosophy

B.O.K. Capital is committed to protect the capital or corpus money which you will be investing, and secondly we work to see the invested capital grow at a healthy rate. In order to fulfill these objectives, we strive to build up a portfolio of stocks carefully chosen through a focused and disciplined approach.

We do not claim ourselves as market timers trying to predict the tops and bottoms of the market, nor do we fancy chances of making money in current Hot investment ideas. Our strategy is to acquire equities and financial instruments of strong and profitable businesses run by smart and credible managements at market prices and create wealth for our valued customers in a longer horizon.

We strive to look out for values in marketplace. We use our market intelligence and feedback network to constantly search for Catalysts and Red Flags to buy and sell stocks and negotiate on Fixed Instruments rates wherever possible to reward our customers with highest adjusted risk return.


Process Flow

We B.O.K.Capital generate ideas from different sources including corporate managers,various journals,corporate databases,regulatory databases,our own screening procedure and interactions with knowledgeable market sources.

Our market intelligence is at par with the best in the business. Once our exploration leads us to a few interesting stock, we begin the analytical work to determine their intrinsic value.The process usually requires numerous interfaces with the companies and market professionals.This appraisal facilitates a thorough understanding of the fundamentals of the stock,leading to highly rewarding investment decisions.

Advantages of PMS with B.O.K. Capital

Professional Approach to Portfolio Formulation

Our customers will get benefit from the experience and skills of our team of professionals who works diligently and dedicatedly towards creation of wealth to our customers.

Transparency

We believe in transparent business operations and our team are driven by professional values.Our customers gets online access to their portfolio and they remain informed about there hard earned money at any given point of time.

Hassle Free Operations

B.O.K. Capital is a licensed Portfolio Management Service provider licensed from Securities Exchange Board of Nepal (SEBON).

We have all the systems in place to take care of all the administrative and ancillary responsibilities.So, our customers do not have to worry about any compliance issues.Just Stay Relaxed !

Risk Management

Managing risk is a nightmare to any individual investors. With us, it is not. Our dedicated professionals and systematic approach driven by our research team, analyst, investment managers and the leading Investment Committee ensures that we manage risk of our customers in the best possible manner.

Access to our Valued client

Upon successful signing of agreement for PMS service with B.O.K.Capital our customers can avail a hassle free service at their fingertips sitting at any corner of the globe. Our customer can easily access the value of their portfolio through our mobile apps B.O.K. Capital or find information through our website www.bokcapital.com.np.Any other standing instructions as mutually agreed can also be sent to us through the online platforms.

Our Services

  1. 1. Discretionary Portfolio Management Services (DPMS)

  2. 2. Non- Discretionary Portfolio Management Services (NDPMS)

BOK Growth Portfolio

PMS Products

Discretionary Portfolio Management Service (DPMS)

In a discretionary PMS, our portfolio manager manages the funds of our valuable clients in accordance with the needs of our client. We have different modules of Discretionary PMS based on risk appetite of our stakeholders.

i) BOK Growth Portfolio

These product offers a diversified investment portfolio across large cap, mid cap and small cap equity and equity related stocks and bonds (Convertible preferred stocks and bonds). This is an aggressive approach to portfolio with major focus on higher dividend yield and capital appreciation.

ii) BOK Blended/Balanced Portfolio

Under this B.O.K. Capital will seek to ensure protection of invested capital by our client irrespective of market fluctuations and attempts to protect the downside by investing in debt/money market instruments, bank fixed deposit/ schemes of mutual funds while at the same time minimizing equity exposure within defined protection levels. This product is suitable generally for the Retired Person, Pension Funds, Persons/Institutions requiring regular income source and is categorized under low risk services.

iii)BOK Customized Grahak Portfolio

Through working with client, we as a Portfolio manager develop a detailed understanding of tolerance to risk, investment time horizon, liquidity needs etc. and thus recommend a solution designed to match goals and changing circumstances. Client's selected portfolio aims to maximize the returns achievable within their chosen risk profile. Regular portfolio reviews are undertaken to adjust and adapt the portfolio objectives to client's needs.

Non Discretionary Portfolio Management Services (NDPMS)

Under Non-discretionary portfolio management service B.O.K. Capital offers a tailored service to the client whereby client will have a complete discretion to make a professional investment decision to their portfolio based upon systematic research made by B.O.K. Capital.

i) Accessibility to our Valued client

Upon successful signing of agreement for PMS service with B.O.K. Capital our customers can avail a hassle free service at their fingertips sitting at any corner of the globe. Our customer can easily access the value of their portfolio through our mobile apps- B.O.K. Capital or find information through our website www.bokcapital.com.np. Any other standing instructions as mutually agreed can also be sent to us through the online platforms.

Our Services

We at B.O.K. Capital firmly believe that our success lies in creating wealth on behalf of our valuable customers. We will be providing your good self with a dedicated Portfolio Manager who will ensure you personalized service with periodic updates and account performance reports along with market insights.

We firmly believe that our product meets your requirement and anticipate your positive response on above. Should there be any further clarifications required please feel free to contact us.

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Contact Us


BOK Capital Market Limited.

Kathmandu Plaza,"Y" Block,2nd Floor

Kamladi, Kathmandu

: +977-1-4168634, +977-1-4168639

: info@bokcapital.com.np

: dp1@bokcapital.com.np

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