Portfolio

The Work We Do: Building Pathways to Business Excellence

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Our Investment Philisophy

Our investment philosophy is built on rigorous research, prudent risk management.

At Imperial Fund, we believe sustainable wealth is built through a systematic approach. This page outlines the core principles and structured process we employ to steward your capital.

At Imperial Fund

Our Foundational Principles

Long-Term Intrinsic Value

We seek to purchase assets at a significant discount to their intrinsic value.The true worth of a business based on its fundamentals, not its current market price.

Margin of Safety

Our first rule is capital preservation. We insist on a "margin of safety" investing only when the potential upside significantly outweighs the downside risk, providing a buffer against errors or market volatility.

Rigorous Fundamental Research

Every investment idea is stress-tested through deep-dive analysis of financial statements, management quality, competitive advantages, and industry dynamics. We prioritize understanding over speculation.

Concentrated Diversification

We avoid over-diversification. Our portfolios are focused on our highest-conviction ideas, ensuring each holding can meaningfully impact performance, while being sufficiently diversified to manage specific risks.

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Investment Process

A Systematic Journey from Idea to Portfolio

Macro & Thematic Screening

We begin with a top-down view, analyzing Nepal's macroeconomic environment, monetary policy, and regulatory trends to identify promising sectors and avoid headwinds.

Portfolio Construction & Risk Assessment

Selected ideas are woven into a cohesive portfolio. We assess correlation, sector exposure, and liquidity. Your personal risk profile and financial goals are the blueprint for this construction.

Active Monitoring & Review

Our work continues after investment. We continuously monitor portfolio holdings and the market environment, conducting formal quarterly reviews to ensure each investment thesis remains valid.

Your Role in the Partnership

An in-depth initial discovery to understand your full financial picture.Clear presentation and discussion of our recommended strategy.

Regular, comprehensive reporting on performance and portfolio activity.

Our Mission

To empower our clients with sophisticated, transparent, and accessible investment management. We are dedicated to preserving and growing wealth through prudent risk management and strategic capital allocation.

Our Commitment: Elevating Investment Standards in Nepal

To be the most trusted and influential investment advisory firm in Nepal, recognized for integrity and exceptional client outcomes.

Imperial Fund is the trusted advisor to leading institutions across Nepal's financial landscape.

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Client Testimonials

Let’s start the journey towards success and enhance revenue for your business. Take your company to the next level.

Sanjay M., Bhaktapur Techno

Before Imperial Fund, I was confused about where to invest. Now I have a clear plan and better returns. Their risk-management approach is truly impressive.What I loved most is their research-based decision-making. They don't just guess the market they study it. My long-term investment strategy has improved dramatically.

Aditya Khapung., Lalitpur Founder & CEO

I appreciate how transparent their experts are. They shared proper research, market insights, and explained how to diversify my investments safely. I feel confident investing now.I appreciate how transparent their experts are. They shared proper research, market insights, and explained how to diversify my investments safely. I feel confident investing now.

Kriti S., Chitwan Stock Investor

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar. The Big Oxmox advised her