Mutual Fund
Siddhartha Equity Fund (SEF)
Siddhartha Equity Fund (SEF) is a close-ended equity scheme with a fund size of NPR. 1.5 billion with a maturity period of 10 years. The scheme was listed on 23rd Kartik 2074 and will mature on 22nd Kartik 2084.
The objective of the fund is to generate returns by investing in a mix of securities comprising of equity, equity-related instruments & fixed income instruments as allowed by prevailing rules/regulations on a mutual funds.
Portfolio Management Services (PMS)
Discretionary Portfolio
Portfolio Management Services
Discretionary Portfolio Management is where investment decisions are made by portfolio managers at Siddhartha Capital and implemented immediately. This service is managed personally, allowing your investment objectives to be respected.
Discretionary Portfolio Management is a very popular option for clients who wish to have their investments monitored daily without being tied to the market themselves. All securities are held in a segregated nominee account and are actively managed by team of professionals at Siddhartha Capital. There is also a significantly reduced amount of paperwork compared to an advisory service, however you will receive valuations sheet and report on the performance analysis on demand.