Why Us?
You wouldn’t take a medical recommendation from anyone other than a doctor, so why would you take a financial advice from someone who is not an investment professional?
Identification of attractive companies is a time-consuming research-oriented process. Investors who engage in investment as a part-time activity or rely on unqualified recommendation from family, friends, and social circles often lose money in the long-term.
Our disciplined investment approach, led by a dedicated and qualified team of professionals and backed by comprehensive research-oriented processes, helps identification of companies that will create wealth for all our clients.
Investment Fund
KPIS has its own fund under management which the firm manages according to the investment principles of the Company. The Fund invests in publicly listed companies listed in Nepal Stock Exchange. The stocks included in the Company’s portfolio are selected through a systematic process followed by the firm’s investment research and management team.
Our partnership in the fund is generally closed to new partners, but we selectively hold discussions with referrals of current partners. However, you may find our key offerings – Equity Market Advisory more relevant for you.
Equity Investment Advisory
Our research team conducts in-depth analysis of companies listed on the Stock Exchange and produces Equity Research reports. These specific research reports are used by KPIS Investment Management team to manage the Company’s investment fund. Based on these research reports, we also provide investment advisory services to our clients.
We have a tie-up with National Merchant Banker Ltd. (NMBL) which is licensed by Securities Exchange Board of Nepal (SEBON) to manage portfolio for investors.
KPIS conducts investment research on behalf of the client, recommends companies to be included in the portfolio, and assigns weight to different companies to be included in the portfolio. NMBL’s team that is diligent in execution, carries out the trades and manages the portfolio.
It will be comforting for you to know that we eat at our own restaurant. The companies selected for the client’s portfolio are the same companies in which KPIS invests into and we assign the same weight to them as we do for our portfolio.
Financial Advisory
KPIS has a team of financial professionals with prior work experience in industries including but not limited to Auditing & Accounting Services, Investment Banking, Credit Rating Services, Development Finance Management, Private Equity, and New Venture Finance Management in Nepalese market and abroad.
We offer the following gamut of fee-based services:
- Preparation of feasibility report for projects and new businesses
- Conducting valuation for companies looking to sell equity or raise fresh capital
- Book building services for early stage company looking to raise private equity