How We Work With Investors
1. Investment Scouting
Identifying promising local companies with high growth potential to build a robust investment pipeline.
2. Investment Policy Statement
Crafting and reviewing a tailored Investment Policy Statement to guide strategic decisions.
3. Asset Allocation Studies
Conducting in-depth studies to optimize asset allocation for risk-adjusted returns.
4. Investment Manager Searches
Sourcing and evaluating top-tier investment managers to meet your objectives.
5. Quarterly Performance Reports
Generating detailed reports to track and analyze investment performance.
6. Third-Party Plan Analysis
Providing objective, third-party analysis of investment plans for clarity and confidence.
7. Quarterly Attribution & Risk Analysis
Running detailed reports to assess performance drivers and risks.
8. Annual Manager Due Diligence
Creating comprehensive due diligence reports on investment managers annually.
9. Customized Services
Offering bespoke solutions tailored to your unique investment goals.
10. On-Site Manager Visits
Conducting on-site visits to ensure alignment with investment managers.
11. Custodian Review & Searches
Organizing thorough reviews and searches for reliable custodians.
12. Monthly Reconciliation
Reconciling investment manager statements with audited custodian records monthly.
13. Transition Management
Overseeing seamless transitions to minimize disruption and risk.
14. Board of Trustees Meetings
Attending meetings to provide insights and updates on investment strategies.
15. Business Diagnostics
Performing diagnostics to assess and enhance business performance.
16. Due Diligence Audit
Conducting rigorous audits to ensure compliance and mitigate risks.
17. Negotiation & Term Sheet
Negotiating favorable terms and drafting clear term sheets for deals.
18. Deal Closing
Finalizing transactions with precision to secure successful outcomes.
19. Investment Monitoring
Ongoing monitoring to ensure investments align with objectives and performance goals.
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
01-4001183
Mail Us
Pe@rstca.com.np