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Understand the Market. Evaluate the Evidence. Own the Decision. Portexa cuts through market noise and transforms data into structured intelligence — bringing together trends, momentum, volume, risk, valuation, and market activity so you can identify what matters and act with confidence. We provide the intelligence. You make the call.

Services

What Portexa Investment & Financial Services Pvt. Ltd. offers — Portexa Investment Intelligence and six professional service lines

Understand the Market. Evaluate the Evidence. Own the Decision.
Portexa cuts through market noise and transforms data into structured intelligence — bringing together trends, momentum, volume, risk, valuation, and market activity so you can identify what matters and act with confidence. We provide the intelligence. You make the call.
Book a consultation

Platform · Advisory · Audit · Tax · Digital · Training

Strategic financial advice, grounded in market data.

Portexa Investment & Financial Services Pvt. Ltd. works with serious investors, growing businesses and finance teams in two ways: Portexa Investment Intelligence, the platform led by its company-valuation engines, and six professional service lines delivered by chartered accountants, MBAs and market analysts — backed by the same NEPSE intelligence that runs the platform.

Book a consultation See the six service lines

Two ways to work with us

Use the platform yourself, bring in our team, or both — the numbers are the same either way.

The platform: Portexa Investment Intelligence

Company valuation, fundamentals, broker and operator flow, technicals, portfolio risk and AI research for every NEPSE-listed company, for individual and institutional investors. Choose a plan that fits your research.

See the plans

Professional services

Investment and financial consultancy, internal audit, digital financial services, financial training and tax advisory — each engagement scoped in writing, with a named lead.

The six service lines

Our flagship · Company valuation

Company valuation — the most powerful tools in Portexa Investment Intelligence

What a company earns, what it owns and what its share is worth, worked out by five engines that read the same approved statements — for the investor weighing one share and the institution screening the whole market.

Intrinsic value engine 15 models

Combines sector-appropriate cash-flow, dividend, residual-income, earnings and asset models into a weighted fair value. Five-year annual and quarterly history supports ten-year forecasts, with editable rates, model weights, scenarios and BFI funding and capital planning.

Explore Valuation
  • Every assumption is yours — growth, cost of equity, risk-free rate, equity premium, terminal growth and horizon.
  • A sensitivity grid — fair value across growth and cost of equity, so you see how much the answer depends on each.
  • A valuation scan — every company with published statements, by sector, most upside first.
  • Read across Portexa — the same fair values feed the AI stance board and your portfolio's Risk Assessment.

Ratio engine

About 120 sector-aware ratios for each company — quarter, year to date and trailing twelve months — every one traced to the statement lines it came from, with its formula and a worked example. A missing figure is shown as missing, never as zero.

Explore Company Analysis

Peer workspace

Every company against every ratio for one period, percentile-scored inside its own sector — banks inside their class — with a heatmap across fiscal years and quarters and the leaders for each ratio.

Explore the Ratio Workspace

Portexa Score for banks

A score out of 100 using published monthly financial figures, with class comparisons, fiscal growth and source references. Separate FULL and CORE profiles assess broader fundamentals when their required evidence is available.

Explore the Portexa Score

Screener and compare

Screen every company on any ratio with stacked filters and the columns you choose, then put two to four side by side, with the best value marked on each line and a plain-language reading.

Screener Compare companies

For investors

Is this share cheap or expensive — and why?

  • One fair value per company, with the margin of safety and a plain verdict.
  • Each method's value beside what it assumes, so the reasoning is visible.
  • The company's ratios against its own sector, not the whole market.

For institutional investors

Where is the value across the market — on our own assumptions?

  • The valuation scan by sector on your own discount rate, growth and horizon.
  • Peer percentiles and heatmaps across fiscal years and quarters.
  • Every formula documented, a company's full ratio analysis as CSV, and statements approved under a four-eyes review before any engine reads them.

Valuation is analysis, not advice: the engines show what a company's figures imply under the assumptions chosen. The decision stays with the investor.

Six service lines

Each engagement is scoped in writing before work starts, with a named lead and a fixed fee wherever the scope allows.

Investment consultancy

Portfolio strategy and allocation for NEPSE investors and institutions: sector exposure, risk budgets and review cadence.

  • Portfolio construction and diversification
  • Risk assessment and position sizing
  • Market and sector analysis
  • Wealth preservation planning

Financial consultancy

Planning and advisory for businesses and individuals, from cash flow to capital structure.

  • Financial health assessment
  • Cash-flow optimisation
  • Capital structure advisory
  • Mergers and acquisitions support

Internal audit

Independent assurance that improves operations and strengthens controls.

  • Risk management assessment
  • Compliance verification
  • Operational efficiency review
  • Fraud detection and prevention

Digital financial services

Modern systems for finance operations, analytics and reporting.

  • Financial software implementation
  • Process automation
  • Data analytics and reporting
  • Cloud accounting systems

Financial training

Capacity building for investors, teams and executives — public workshops and in-house programmes.

  • Investment workshops (see the Market Guide)
  • Financial management courses
  • Risk assessment training
  • Executive financial education

Tax advisory

Planning and compliance that keeps you efficient and on the right side of the Inland Revenue Department.

  • Tax planning strategies
  • Compliance management and filing
  • Cross-border tax questions
  • Dispute resolution support

Why Portexa advisory

Three pillars behind every engagement.

Industry expertise

Chartered accountants, MBAs and seasoned analysts with hands-on experience of Nepali businesses and the NEPSE market.

Data-driven

Every recommendation is supported by Portexa Investment Intelligence's live market intelligence, financial data and valuation engines, and shows its sources.

Ethical practice

Transparent fees, client-first advice, and no product to sell you at the end of the report.

How an engagement runs

From the first call to the quarterly review.

  1. Discovery call

    Goals, constraints, current position and risk appetite.

    Thirty minutes.

  2. Analysis and diagnosis

    Financial health, market context and sector exposure, with the platform's data.

  3. Strategy design

    A written roadmap with milestones, risk overlays and clear KPIs.

    Scope, fee and timeline in writing.

  4. Execution and review

    Implementation support, quarterly reviews and ongoing optimisation.

    A named lead and weekly updates; reviews measured against the KPIs.

Ready to start?

Send a message with what you need — it opens a ticket with a number, and a consultant replies within 2 business hours during support hours. Already wrote to us? Track your ticket any time.

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