01
Identifying Investment and Divestment Opportunities
We assist the funds in discovering lucrative investment opportunities in the focus sectors, providing non-binding, non-exclusive, and non-discretionary advisory services.
02
Due Diligence
Our team conducts comprehensive due diligence on prospective portfolio investments to ensure informed decision-making. When necessary, we engage third-party experts to provide additional insights and expertise.
03
Investment and Divestment Recommendations
We provide strategic recommendations on investment and divestment opportunities, including monitoring investments, developing exit and liquidity strategies, and generating detailed reports.
04
Portfolio Review
We perform regular reviews of funds’ portfolios as requested by fund managers to ensure alignment with investment objectives.
05
Statutory and Regulatory Compliance
We ensure the fund managers meets all relevant statutory, legal, and regulatory requirements necessary for facilitating investments in Nepal.
06
Reporting
Our team prepares detailed reports for inclusion in the annual or other reports of the funds, as requested by their fund managers.
07
Valuation Support
We provide critical information and assistance required for the accurate valuation of the client’s portfolio investments.
08
Market Analysis
We analyze client’s potential investments, evaluating their market position, competitive landscape, and future performance prospects.
09
Ongoing Monitoring
We continuously monitor the performance of specified companies within the portfolio and provide regular performance reports.
10
Industry Analysis and Reporting
Leveraging our experience with diverse portfolio companies, we generate detailed reports on business performance and strategies. We also formulate industry analyses based on our findings, ensuring a comprehensive understanding of market dynamics.