Finance Advisor Firm – Insurance, Wealth & Investment Consultancy in Nepal

Finance Advisor Firm

Hari Consulting Firm

Portfolio Management Services

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Many investors make decisions based on short-term trends rather than long-term strategy. This often leads to imbalance, higher risk, and inconsistent returns. Structured portfolio management helps maintain stability and steady wealth growth.

At Hari Consulting Firm, we design goal-based portfolios aligned with risk tolerance, time horizon, and liquidity needs to ensure disciplined and sustainable investing.

Building great future Together, Be with us

1

Information Collection

We assess income, goals, risk profile, and existing investments.

2

Portfolio Analysis

We review asset allocation, performance, and diversification.

3

Strategy & Consultation

We recommend balanced investment strategies for long-term growth.

Meet the executives driving our success.

Our portfolio advisors combine market insight, financial discipline, and practical experience to deliver investment strategies that are reliable, transparent, and aligned with long-term wealth goals.

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Service Process

Our portfolio management process follows a clear and systematic approach to ensure informed decisions and consistent performance.

We define objectives, timelines, and risk tolerance.

Includes: 

  • Goal assessment
  • Risk analysis
  • Planning

We identify financial objectives, investment timelines, and risk tolerance.

Includes: 

  • Goal assessment
  • Risk analysis
  • Planning framework

We analyze distribution across real assets, financial instruments, and liquidity.

Includes: 

  • Asset review
  • Diversification
  • Liquidity planning

We assess performance, compare returns, and rebalance portfolios for optimization.

Includes: 

  • Performance analysis
  • Asset comparison
  • Rebalancing insights