Equity Portfolio Management Programme

This scheme is intended to meet investment and the risk appetite drive of various groups including High Net-worth individuals, Institutional investors e.t.c in order to meet their desired investment objectives i.e. income and capital appreciation, adopting sound strategies that allows for judicious allocation of resources, technical expertise of the capital market, stringent risk management techniques and up to date in-depth analysis in meeting desired goals of the clients.

Features:

• Minimum worth of =N=2 million is required. (In stocks or cash)
• Tenure of 6 (six) months and above.
• Main capital market/equity investments
• Portfolio management services modes:
• Discretionary we take initiative of what & where to invest
• Semi-discretionary we recommend investment for your approval.
• Non discretionary we execute plainly you orders

Fee Structure:

• =N=3 million & above 1% flat per annum 
• =N=200million – 299million 1.25% flat per annum
• =N=100 million - =N=99 million 1.5% flat per annum
• Less that =N= million 2% flat rate per annum
• Performance Incentive Fee 30% of returns made in excess of the benchmark (NSE ASI) for equity Portfolio

Benefits:

• Efficient management of portfolio using market expertise to drive appreciation on investments, including tracking and collection of relevant benefits. 
• Capital appreciation on investment
• Call option on investment gain before the expiration of tenure
• Allowance for addition on investment after commencement.
• Highly diversified investment portfolio for optimum gain
• Roll over option after the expiration of agreed tenure.
• Periodic updates on portfolio performance
• Portfolio can be in any major currency
• Access to credit facility.