PRODUCT & SERVICES
Portfolio Management Services
Portfolio management refers to managing the asset of an investor under the expert guidance of portfolio managers. At Muktinath, we select the right investment policy for our clients to maximize return while minimizing ensuing risks.
We manage your hard-earned money through active investments.
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DISCRETIONARY PMS |
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Schemes |
Description of Schemes |
Risk level |
Asset Allocation |
Minimum Investment Amount |
Annual Maintenance Fee |
Performance fee |
Hurdle rate |
Lock-in period (Yr) |
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Muktinath Equity/ Growth Scheme |
It is a highly volatile portfolio consisting of multiple sectors scrip |
High |
( 80-100)% Equity; (0-20)%Fixed Income Instrument |
5 Lakh |
(0.5 to 1.5)% |
(5 to 20)% |
Govt Securities Rate |
2-5 |
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Muktinath Composite Scheme |
It consists of blue-chip shares and fixed income instrument. |
Medium |
( 35-65)% Equity; (35-65)%Fixed Income Instrument |
5 lakh |
(0.5 to 1.5)% |
(5 to 20)% |
Govt Securities Rate |
2-5 |
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Muktinath Guaranteed Scheme |
Guaranteed income as per the prevailing market rate is assured |
Low |
( 80-100)%- Fixed Income Instrument; (0-20)% Equity |
5 Lakh |
(1.0 to 1.5)% |
Not Applicable |
Not Applicable |
1-5 |
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Muktinath NRN Scheme |
A diversified equity portfolio that attempts to achieve long term growth strategy by investing predominantly in blue-chip companies. |
High |
( 80-100)% Equity; (0-20)%Fixed Income Instrument |
25 Lakh |
(0.5 to 0.75)% |
(5 to 10)% |
Govt Securities Rate |
3-5 |
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Muktinath Customized Scheme |
As per the client's decision |
As per the clients risk-bearing capacity |
As per the client's decision |
10 Lakh |
(0.5 to 1.5)% |
(5 to 20)% |
Govt Securities Rate |
2-5 |
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NON DISCRETIONARY PMS |
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Schemes |
Description of Scheme |
Risk level |
Asset Allocation |
Minimum Investment Amount |
Annual Maintenance Fee |
Performance fee |
Hurdle rate |
Lock-in period |
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Non Discretionary Scheme |
A purely consultative scheme where client reserves own right to execute a portfolio on the basis of expert opinion and research undertaken by Muktinath Capital PMS team. |
As per client's decision exposure |
As per Client decision |
10 Lakh |
( 1.0 to2 .5)% |
Not Applicable |
Not Applicable |
We continuously seek opportunities for savers’ and investors’ to get better returns on their hard-earned savings through continuous solicitation of safe investment opportunities. We thrive to be custodial of investors money and match risk and reward profile of each investor. We seek to be an agent in Capital Markets to be an institutional source for the economic growth of the country.