Blue Ocean
Portfolio Overview

Precision Allocation.
Institutional Growth.

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

Financial Securities

Public Equities &
Listed Growth

Featured Fund

Blue Ocean Core Equity

Our anchor equity strategy focuses on Category-1 and Category-2 listed companies with forensic-verified balance sheets and sustainable dividends.

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

Return Benchmarks

Alpha Horizons

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

Institutional
Engagement.

Participation in Blue Ocean Inco isn't just passive capital; it's an alignment with a professional investment engine governed by 100% CA-led leadership.

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

Real Estate &
Strategic Assets

Allocating toward the permanence of the ground. Our real estate portfolio focuses on high-yield commercial assets and strategic land banking in growth corridors.

Core Commercial Assets

Flagship acquisition in central Kathmandu. High-demand commercial floor space with professional anchor tenants and CA-managed yields.

Prime HubExit Target: 2028

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