NIBL Ace Capital Limited, one of the leading merchant banking and investment banking company, has been providing various financial services to its clients throughout the years. NIBL Ace Capital aims to provide exceptional and customized financial services ranging from merchant banking, advisory, and asset management services to depository participant functions. NIBL Ace Capital has reached a significant milestone in Asset Under Management (AUM) in two of its areas of work: Mutual Fund and Portfolio Management Service (PMS). Assets under management (AUM) is the total market value of the securities, a financial institution manages on behalf of its clients.

Nepal's first open-ended scheme "NIBL Sahabhagita Fund crossed AUM of 1 Billion
NIBL Sahabhagita Fund is Nepal’s first open ended fund scheme, which was launched in 2019 with an initial fund size of NPR 20 crores. Recently, the first open ended scheme of Nepal has attained a milestone size of 1 billion. As a result of this achievement and considering the high demand of investors, SEBON has granted an approval for NIBL Sahabhagita Fund to increase its fund size to 2 billion on 17th Poush, 2079.

Given Nepal's developing capital market, growing mutual fund industry, and increasing number of mutual fund investors, as well as being Nepal's first open-ended scheme, this scheme has been successful in providing better returns to its unit holders since the first year of operation, with a total of 65.45% dividend distributed in three years of successful operations and an average annual return of 21.81%. So far, the scheme has produced the highest returns when compared to other open-ended mutual fund schemes.

With skilled and experienced fund managers, the scheme that started with a size of 20 crores and was able to a gain significant participation of investors due to its lucrative returns, and as of now it is has crossed a size of more than 1 billion is becoming the largest open-ended scheme in the Nepalese capital market.

Nepal’s Biggest Assets Management under Portfolio Management Service, the first company of Nepal to cross AUM of 4 Billion
Assets Under Management (AUM) for NIBL Ace Capital have surpassed the 4 billion mark, making it one of the top providers of Portfolio Management Services (PMS) in Nepal. Portfolio Management Service is one of the profitable service which has helped many people achieve their goals at best with a well-conceived balance of risk and return. As of now there are more than 1100 satisfied customers associated with the PMS and along with this customer base, the size of Asset Under Management (AUM) has now crossed 4 Billion.

PMS is a specialized service where skilled and experienced portfolio managers create an effective portfolio backed by research. The operation of portfolio is completely administered by the portfolio managers on behalf of their clients. This product aims to create an investment opportunity for all clients associated with the service. Since the inception of PMS service, NIBL Ace Capital has been providing discretionary and non-discretionary PMS services to its customers.

The company has been successful in achieving this milestone of 1 billion AUM in Opened Ended Mutual Fund and 4 billion AUM in Portfolio Management Service as a result of trust shown by the customers towards the company. In future, the company is committed to develop Mutual Fund and PMS as a more sophisticated, technology-friendly, and profit generating service with the support, cooperation, goodwill and trust of customers.

Besides mutual fund and portfolio management services, the company is now actively engaged in corporate advisory services, has registered Specialized Investment Fund (SIF) of 10 billion, 54 share registrar services, 25 debenture trustee services, more than 3 lakhs number of demat clients and exceeded more than 1 million satisfied customers.