Portfolio Advisory Services

This is a discretionary portfolio management service which is focused on reconstruction of existing portfolio by the portfolio managers of IL Capital Limited.

Investor’s Benefit:

This is a discretionary portfolio management service which is focused on reconstruction of existing portfolio by the portfolio managers of IL Capital Limited.

  • Any BO account opened with any broker or merchant banks.
  • Analyzing and Reconstructing portfolios based on investor’s risk tolerance.
  • Helping to achieve your financial goal
  • There is no hidden charge.

Fees & Charges:

  • Minimum Investment: 1 Lac
  • Investment Tenure: 1 Year
  • Documentation Fee: Tk.500
  • Management Fee: 1%
  • Transaction Fee: 0.30%
  • CDBL Charges: At actual
  • Premature Withdrawal & Termination Fee: Nil

Investment Process:

  • Our analysts follow rigorous bottom-up securities picking process.
  • To us, finding deeply undervalued securities with moderate to excellent earning power is more important than sector/industry selection.
  • We make long-term investments with an objective to earn consistent return over the years.

Investment Area:

We will invest your money in capital market securities (debt, equity & money market instruments) approved by Bangladesh Securities and Exchange Commission and/or Bangladesh Bank.

Risk Control Measures:

We will diversify your portfolio with following risk control measures:

  • We will not invest in the securities having lock in time of over 1 year.
  • We will not invest in private/v entire capital.
  • We will not invest more than 30% in a single security of your portfolio.
  • We will not invest more than 40% in a single sector of your portfolio.

Investment Risks:

Potential investors of portfolio advisory services should realize that portfolio investment in capital market is subject to market risks and return from portfolio advisory services is not guaranteed.

Reporting:

Monthly portfolio and half yearly transaction statements will be provided to investors.

To know more about your benefits, please contact us at [email protected] or call us at 58315389.