Portfolio Overview

Diversified Alpha.
Measured Risk.

AUM Guidance:NPR 4.2B+
Compliance:100% CA-Led

Financial Securities

Liquid Instruments

Featured Fund

Blue Chip Equity Fund

Our flagship equity fund invests in market-leading companies with strong fundamentals, sustainable moats, and consistent earnings growth.

Yield Target

14.2%

Per Annum

Risk

Moderate

Corporate Debentures

Portfolio Weight: 22%

Government Bonds

Liquid & Stable

Mutual Fund Units

Diversified Growth

IPOs

Early-Stage Access

Risk-Reward Analysis

The Yield Spectrum

Fixed Income (Bonds/Debentures)9-11% Target

Risk Level: Low

Strategic Equities (Blue Chip)12-18% Target

Risk Level: Moderate

Alternative Assets (Real Estate/Agro)20%+ Target

Risk Level: High

Promoter Access

Beyond Passive
Investment.

Being a promoter at Blue Ocean Inco means more than just capital growth. You become part of a transparent financial ecosystem designed by CAs to protect and empower.

24/7 Portal Access

Real-time audit-trailing of all your capital movements.

Priority Re-investment

First right of refusal on high-alpha alternative opportunities.

"Our commitment to radical transparency isn't just a value; it's encoded in our reporting architecture. Every promoter sees what we see."

Siddharth Varma, FCA

Founding Partner

Non-Financial Assets

Tangible Value

Venture beyond the screen to build tangible value. Our non-financial portfolio targets stable, inflation-resistant assets with long-term appreciation potential.

Prime Commercial Space

Strategic acquisition in Kathmandu's central business district. High-demand properties with institutional-grade tenants.

95% OccupancyReal Estate

Agro-Estate Development

Sustainable land development in the eastern hills focused on premium export commodities and eco-tourism infrastructure.

Agro-IndustrialSustainable
Real EstateHospitality InfrastructureAgro-Industrial Land