Portfolio Management Services (PMS)
How does PMS work?
- Designation of staff for a client
- Review client’s investment objectives and expectations
- Determine risk tolerance
- Identify and recommend PMS product for the client
- Create administrative platform to manage portfolio
- Manage Portfolio as per Client’s Goal
- Reporting and Online Portal to client to review their portfolio
Why PMS with Tesla Investment Nepal ?
Tesla Investment stands out as one of Nepal’s most trusted and innovative portfolio management companies.
Here’s why our PMS service delivers unmatched value and confidence to our clients:
Leading License Portfolio Manager
Large Chunk of AUM
Proven Track Record of Attractive Return
Proven Track Record of Attractive Return
Continuous In-depth Analysis
Technologically Advanced
Fair Treatment to all Clients
Accounting Transparency
Highly Qualified Team with Strong Performance Track Record
Economies of Scale
Full Administrative Services
The PMS Process
At Tesla Investment Nepal, our Portfolio Management Service (PMS) process is designed to ensure complete transparency, client satisfaction, and professional handling at every stage.
We follow a structured approach divided into three key phases:
1. Before the Core Service
2. Delivery of the Core Product
3. After the Core Product
- Inform the customer about the product, features, strengths
- Handover Product Document to the customer
- Signing the PMS Agreement, Application form
- Handling Customer Queries
- List Item
- Regular updates to the client
- Customer complaints
- Getting references
⚠️ Disclaimer
All products under Tesla Investment Portfolio Management Services are subject to market risks. Investors are advised to read all related documents carefully and understand the associated risks before making any investment decisions.