📞 +977 01-4001183 📍 Lazimpat, Kathmandu, Nepal
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How We Work With Investors

A comprehensive, transparent, and results-driven approach to maximize your investment success.

1

Investment Scouting

Identifying promising local companies with high growth potential to build a robust investment pipeline.

Strategic Step
2

Investment Policy Statement

Crafting and reviewing a tailored investment policy statement to guide strategic decisions.

Strategic Step
3

Asset Allocation Studies

Conducting in-depth studies to optimize asset allocation for risk-adjusted returns.

Strategic Step
4

Investment Manager Searches

Sourcing and evaluating top-tier investment managers to meet your objectives.

Strategic Step
5

Quarterly Performance Reports

Generating detailed reports to track and analyze investment performance.

Strategic Step
6

Third-Party Plan Analysis

Providing objective, third-party analysis of investment plans for clarity and confidence.

Strategic Step
7

Quarterly Attribution & Risk Analysis

Running detailed reports to assess performance drivers and risks.

Strategic Step
8

Annual Manager Due Diligence

Creating comprehensive due diligence reports on investment managers annually.

Strategic Step
9

Customized Services

Offering bespoke solutions tailored to your unique investment goals.

Strategic Step
10

On-Site Manager Visits

Conducting on-site visits to ensure alignment with investment managers.

Strategic Step
11

Custodian Review & Searches

Organizing thorough reviews and searches for reliable custodians.

Strategic Step
12

Monthly Reconciliation

Reconciliation statements with audited custodian records monthly.

Strategic Step
13

Transition Management

Overseeing seamless transitions to minimize disruption and risk.

Strategic Step
14

Board of Trustees Meetings

Attending meetings to provide insights and updates on investment strategies.

Strategic Step
15

Business Diagnostics

Performing diagnostics to assess and enhance business performance.

Strategic Step
16

Due Diligence Audit

Conducting rigorous audits to ensure compliance and mitigate risks.

Strategic Step
17

Negotiation & Term Sheet

Negotiating favorable terms and drafting clear term sheets for deals.

Strategic Step
18

Deal Closing

Secure successful outcomes.

Strategic Step
19

Investment Monitoring

Ongoing monitoring to ensure investments align with objectives and performance goals.

Strategic Step
Contact Details

Our Contacts

Give us a call or drop by anytime. We endeavour to answer all enquiries within 24 hours on business days.

📍

Visit Us Daily

Lazimpat, Kathmandu, Nepal

📞

Call Us 24/7

+977 01-4001183
✉️

Mail Us

pe@rstca.com.np

Ready to Get Started?

We'll respond within 24 hours on business days.