Reliable Investment & Merchant Capital Limited

Name

Reliable Investment & Merchant Capital Limited

Legal name

Reliable Investment & Merchant Capital Limited

Website

https://reliablecapital.com.np

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Investment Management and Merchant Banking

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Trust, Fiduciary, and Custody Activities (523991), Miscellaneous Intermediation (52391)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industries

Unit Registry & Transfer Agency for Alternatives (Private Funds, SPVs, Closed-End) (FSAAAMAK), Fund Depositary (UCITS/AIFMD & Trustee Oversight) (FSAAAOAC), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB), Independent Broker-Dealers (Retail Network) (FSAAAAAC)

Keywords

• Portfolio management services
• Mutual fund management
• Merchant banking services
• Capital market advisory
• Depository participant services

Headquarters

HQ city

Kathmandu

HQ country

Nepal

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Portfolio Management Services (PMS): Discretionary and non-discretionary portfolio management services for individual and institutional clients. Revenue generated through management fees based on assets under management.
2. Mutual Fund Management: Fund management services for Reliable Mutual Fund schemes including Reliable Samriddhi Yojana. Revenue generated as fund manager from management fees on closed-end equity-oriented schemes.
3. Underwriting Services: Professional underwriting services for securities including equities, bonds, and debentures. Revenue generated through underwriting fees for facilitating IPOs, FPOs, and rights issues.
4. Issue Management: Comprehensive issue management services for capital raising through IPO, FPO, Rights Issues, and Debenture/Bond Issuance. Revenue from issue management fees.
5. Depository Participant Services: Dematerialized account administration, securities pledging facilitation, and periodic account statement services. Revenue from depository participant fees.
6. Registrar to Share (RTS/RTA): Shareholder management services including maintaining accurate records and facilitating investor interactions. Revenue from registrar and transfer agent services.
7. Corporate Advisory: Investment banking advisory services including financial planning, capital structuring, business valuation, and capital raising advisory. Revenue from advisory fees.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Reliable Investment & Merchant Capital Limited is a Securities Board of Nepal-licensed financial services firm that manages investment portfolios and mutual fund schemes, and provides merchant banking services. It offers discretionary and non-discretionary Portfolio Management Services under multiple branded portfolios (Reliable Value PMS, Reliable Income, Reliable Client PMS, Reliable Life Secured, Reliable Recurring PMS, Reliable Flexi, Reliable Pro), manages the closed-end equity-oriented Reliable Samriddhi Yojana and Reliable Samriddhi Yojana 2 mutual fund schemes, and delivers Underwriting, Issue Management, Registrar to Share (RTS/RTA), Depository Participant, and Corporate Advisory services to individual and institutional clients in Nepal.

Product overview

Reliable Investment & Merchant Capital Limited is a licensed financial services provider authorized by the Securities Board of Nepal (SEBON), offering a comprehensive suite of investment and capital market services. The company operates as both a platform (merchant banking, corporate advisory) and product provider, with its core investment products organized under two main categories: (1) Portfolio Management Services (PMS) offering both discretionary and non-discretionary options across multiple named portfolios including Reliable Value PMS, Reliable Income Portfolio, Reliable Client PMS, Reliable Life Secured Portfolio, Reliable Recurring PMS, Reliable Flexi Portfolio, and Reliable Pro PMS; and (2) Mutual Fund management through the Reliable Mutual Fund umbrella, comprising the closed-end equity-oriented schemes Reliable Samriddhi Yojana and Reliable Samriddhi Yojana 2. Additional services include Underwriting, Issue Management, Registrar to Share (RTS/RTA), Depositary Participant (DP), and Corporate Advisory services covering financial planning, capital structuring, valuation, and capital raising advisory. The company also provides digital tools including a SIP Calculator and PMS Portal for client self-service.

Differentiator

Problem solved

Functional benefit

Brands

• Reliable Samriddhi Yojana: First scheme under Reliable Mutual Fund; closed-end equity-oriented mutual fund scheme with total value of NPR 120 million and 10-year tenure
• Reliable Samriddhi Yojana 2

Products and services

• Reliable Value PMS

Quantifiable outcome

• 17.73% average annual projected return on Reliable Samriddhi Yojana
• +1 more outcomes

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Kumari Capital Limited: Nepal-based merchant banking and investment management firm providing PMS, mutual fund management, underwriting, and DP services — a directly comparable full-stack capital markets intermediary.
• Prabhu Capital Limited: Nepalese merchant banker and fund manager providing portfolio management, mutual fund, underwriting, and registrar services — overlapping service mix and domestic SEBON regulatory profile.
• NIC Asia Capital Limited: Nepalese merchant banking arm of NIC Asia Bank offering PMS, fund management, underwriting, and share registrar services — direct competitor in the same domestic, multi-license capital markets space.
• Imperial Securities & Investment Pvt. Ltd. Nepal-based investment and merchant banking firm providing portfolio management and capital market services — domestic peer competing in the same SEBON-regulated PMS and fund management space.
• Laxmi Capital Market Limited: Nepalese merchant banking and investment firm offering PMS, mutual fund management, underwriting, and depository participant services — comparable multi-line capital markets intermediary in Nepal.
• Nabil Investment Banking Limited: Nepalese merchant banker and portfolio manager offering PMS, underwriting, issue management, and depository services under SEBON authorization — directly comparable multi-license stack to Reliable Investment & Merchant Capital.
• Trishakti Securities & Investment Pvt. Ltd. Nepal-based merchant banking and PMS provider offering portfolio management and capital market services under SEBON licensing — directly comparable domestic peer.

Others

• Reliable Nepal Life Insurance Limited: Parent/sponsor entity providing the capital foundation for Reliable Mutual Fund. While not a direct competitor, the relationship is structurally relevant given the cross-distribution opportunity from insurance policyholders into PMS and mutual fund products.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/reliable-investment-merchant-capital-limited
• Instagraminstagram.com/reliable.capital

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Reliable Investment & Merchant Capital Limited