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Separately Managed Accounts (SMAs)

When You Deserve the Best, Why Opt For the Ordinary?

NBP Funds offers its High Net Worth (HNWI), Corporate clients, Employee Funds, Charitable Institutions, Endowment funds etc. customized & unique investment solutions through its Separately Managed Accounts (SMAs) to help them meet their financial goals.

Our professional Portfolio Managers dedicate their experience and expertise to exclusively design a tailored made investment solution specific to your return objective and risk profile.

SMAs provide a perfect opportunity for investors whose investment objectives require a specific investment style. The dedicated Portfolio Manager helps you build a personalized and flexible investment strategy to meet your investment requirements.

Why Invest in NBP Funds Separately Managed Accounts (SMAs)

  • Our Investment Advisors helps you in building an investment strategy based on your risk profile, return expectations and existing investment holding
  • The Investment Advisory team actively manages the fund on the client’s behalf in line with the agreed investment policy statement (IPS).
  • Flexibility to alter the investment policy with the change in investors risk and return objective
  • Quarterly performance review with regular reporting on details of your investment, valuations and fund manager reporting.
  • All assets are transferred and maintained with an independent custodian – (generally CDC) which ensures transparency.
  • Investment can be withdrawn or liquidated at any point without any penalty

Types of Portfolios

  • Equity Portfolio
  • Asset Allocation Portfolio
  • Capital Protected Strategy (CPS) Portfolio
  • Fixed Income Portfolio
  • Hybrid Portfolios – a combination of the above

These portfolios can be managed in both Conventional and Shariah Compliant strategies.