Six mandates.
One altitude
for every risk appetite.
SCAN's PMS is built the way Nepal's mountains are read — by elevation. Each portfolio sits at a different altitude of risk and return, from the sheltered base camp of guaranteed capital to the summit push of concentrated equity conviction. Disciplined research, real technology, one team managing your assets as if they were our own.
Client Inquiry & Intake
Initial consultation, investment objective mapping, and baseline KYC documentation.
Discipline first. Technology as instrumentation, not decoration.
We combine top-down macro analysis with bottom-up fundamental research, and remove emotion, timing, and speculation from the process wherever we can automate discipline instead.
Quantitative Screening
PMS Platform
Risk Analytics
Algorithmic Execution
AI-Assisted Research
Market Intelligence
Client Transparency
Governance Screening
Core PMS Definitions
Understanding the legal, operational, and institutional mechanics that define private wealth management under SEBON regulatory oversight.
What is PMS (Portfolio Management Service)?
A personalized investment service where a licensed portfolio manager actively manages your funds and securities. Instead of buying a generic mutual fund unit, you own a customized portfolio of NEPSE-listed equities, debentures, and fixed-income assets directly tailored to your financial objectives and risk profile.
The Investment Authority Spectrum
Discretionary PMS
Concept: Hands-off, expert-managed.
Non-Discretionary PMS
Concept: Execution partner with tech-backed recommendations.
Advisory PMS
Concept: Pure guidance, client-managed execution.
Six mandates, one team making the calls.
Under Discretionary PMS, SCAN conducts all the required research and makes the investment decisions on your behalf, within the mandate you choose. Clients receive monthly and quarterly reporting on holdings, NAV and performance. Click a mandate to open its full details.
Machhapuchhre Shield
Guaranteed-return, capital preservation
View details →Annapurna Harvest
Value investing, low–medium risk
View details →Makalu Convex
Balanced, moderate risk
View details →Kanchenjunga Sustainable Growth
Growth, medium–high risk
View details →Sagarmatha Alpha
Aggressive, high risk, maximum conviction
View details →Dhaulagiri Dynamic
Fully customizable, built around your own Investment Policy Statement
View details →Or set your own route.
Under Non-Discretionary PMS, investment decisions remain entirely with you. SCAN provides research, recommendations, and market access, but nothing is bought or sold without your explicit instruction. We execute, settle, and report on your approved decisions — you stay in control, we handle the work behind it.
All six mandates, side by side.
Net Return (NR) is computed after deducting Capital Gain Tax, Brokerage Commission and SEBON Commission. All fees are subject to prevailing SEBON regulations.
| Portfolio | Risk category | Hurdle Rate |
|---|---|---|
| Machhapuchhre Shield | Guaranteed-return, capital preservation | 5–10% |
| Annapurna Harvest | Value investing, low–medium risk | 5–10% |
| Makalu Convex | Balanced, moderate risk | 5–10% |
| Kanchenjunga Sustainable Growth | Growth, medium–high risk | 5–10% |
| Sagarmatha Alpha | Aggressive, high risk, maximum conviction | Nil |
| Dhaulagiri Dynamic | Fully customizable, built around your own Investment Policy Statement | Nil |
If a fund date falls on a non-business day, processing moves to the next business day. Before making any investment decision, please consult a qualified financial adviser to ensure alignment with your personal financial goals and risk tolerance.
Let's find the mandate that matches your climb.
A conversation with SCAN's PMS desk costs nothing and commits you to nothing. We'll walk through your goals, risk comfort and horizon, and point to the altitude that fits.
This page summarizes SCAN's Portfolio Management Services Product Disclosure & Investment Strategy Document (May 2026) and is for informational purposes only — it is not investment advice and does not constitute an offer or solicitation. Expected returns are indicative targets, not guarantees, except where explicitly stated for the Machhapuchhre Shield guaranteed-return mandate. Portfolio management services are subject to market risk; past performance, where referenced, is not indicative of future results. All mandates are provided by Sampanna Capital & Advisory Nepal Ltd. (SCAN), a SEBON-licensed merchant banker (established 2016), under SCAN's Portfolio Management Service license granted by SEBON on 2082/06/07 BS (23 September 2025), in accordance with prevailing SEBON regulations.