Secured Plan

In this plan, our experienced portfolio managers help investors to make investment decision on behalf of the clients. They try to maximize investors wealth by building a good portfolio which is expected to provide consistent return.

Investor’s Benefits:

  • We actively manage your portfolio, so you will be free from the activities of portfolio management
  • You can save significant money as our transaction cost are very low
  • Fair dealing and objectivity in every transaction
  • Investors can save tax expenses
  • We regularly update portfolio matching investors life circumstances
  • There is no hidden charge.

Features:

  • Minimum Investment: 1 Lac
  • Investment Tenure: 1 Year
  • Documentation Fee: Tk. 500
  • Management Fee: 1%
  • Transaction Fee: 0.30%
  • CDBL Charges: Nil
  • Premature Withdrawal & Termination Fee: Nil
  • Margin Facility: Based on agreement of both party.

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 Areas:

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/venture 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 Risk:

Potential investors of Secure Plan should realize that portfolio investment in capital market is subject to market risks and return from Secure Plan 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.