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Portfolio Management Services

Portfolio management refers to managing asset of an invester 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. 

DISCRETIONARY PMS

Schemes

 

Description of Schemes

 

Risk level

 

Asset Allocation

Minimum Investment Amount

Annual Maintenance Fee

 

Performanc fee

 

Hurdle rate

Lock in period (Yr)

 

Muktinath Equity/ Growth Scheme

 

It is a highly volati le 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

 

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

 

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 Applica ble

 

Not Applicable

 

1-5

 

 

 

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

 

Muktinath Customized Scheme

 

As per the clients decision

As per the clients risk bearing capacity

 

As per the clients decision

 

10 Lakh

 

(0.5 to 1.5)%

 

(5 to 20)%

 

Govt Securities Rate

 

2-5

NON DISCRETIONARY PMS

 

Schemes

 

Description of Scheme

 

Risk level

 

Asset Allocation

Minimum Investment Amount

Annual Maintenance Fee

 

Performance fee

 

Hurdle rate

 

Lock in period

 

 

 

 

Non Discretionary Scheme

Purely consultative scheme where client reserves own right to execute 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

 

 

 

 

 

2-5

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 a 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.