Portfolio Management Service

Let our experienced professionals make investment decisions on your behalf. You can sit back and relax as our portfolio managers will work relentlessly to grow your wealth.

Why should you ?

  • Subsidiary of Prime Bank, one of the most prestigious Bank in Bangladesh.
  • Seasoned and professional Portfolio Managers and Research Team.
  • Attractive Return potentials.
  • Tax Rebate upon Investment.
  • Wide-ranging Discretionary Stock Investment product suite.

Featured Products

It’s a fully non-discretionary portfolio account where the accountholder will have the option to avail margin loan facility. The investors will operate his account at his own discretion. Portfolio Manager will act only according to the client instruction and ensure all management services related to the account. Nothing shall bind portfolio manager to any consequences resulted from any decision made by the Account holder, under this scheme

Salient Features:

  • Any Client may choose to open an Account from the different types of products/services under Prime Invest program to invest in securities.
  • Client has to sign an Agreement with the portfolio manager. The portfolio manager shall carryout operation as per the agreement.
  • The client shall have absolute discretionary power to make investment decisions and may from time to time instruct portfolio manager to execute such investment decision(s) for and on his behalf.
  • The client shall have the option to avail margin loan under “Margin Loan Policy” of the Bank.
  • The client shall be eligible to purchase only the securities from the “list of securities” approved by the Portfolio Manager.
  • An individual client shall be allowed to appoint 1 person to act on his behalf.
  • The Client shall give “Power of Attorney” to the portfolio manager to perform portfolio management activities as per direction/instruction of the client.
  • The portfolio manager will ensure custodian service, brokering service, and all other services required to manage portfolio of the clients.
  • Portfolio manager shall maintain records of all individual clients separately.
  • The client shall have the option to avail "assisted service" facility from the portfolio manager on payment of service charge.
  • The client will be allowed to withdraw fund from the account up to 40% excluding all dues and charges subject to have positive purchase power.
  • Portfolio manager will ensure all corporate entitlements of the clients and timely collection of the same.
  • The portfolio manager is entitled to recover various charges and fees from the Investor as agreed by both parties including brokerage on buy and sale value of securities, necessary stamp duty and other expenses for transfer of securities, portfolio fees and other relevant charges as shown in the financial account of the Investor

It’s a fully non-discretionary portfolio account where the accountholder shall have NO option to avail margin loan facility. The investors will operate his account at his own discretion. Portfolio Manager will act only according to the client instruction and ensure all management services related to maintaining the account. Nothing shall bind portfolio manager to any consequences resulted from any decision made by the Account holder, under this scheme.

Salient Features:

  • Any Client may choose to open an Account from the different types of products/services under Prime Invest program to invest in securities.
  • Client has to sign an Agreement with the portfolio manager. The portfolio manager shall carryout operation as per the agreement.
  • The client shall have absolute discretionary power to make investment decisions and may from time to time instruct portfolio manager to execute such investment decision(s) for and on his behalf.
  • The client shall have the option to avail margin loan under “Margin Loan Policy” of the Bank.
  • The client shall be eligible to purchase only the securities from the “list of securities” approved by the Portfolio Manager.
  • An individual client shall be allowed to appoint 1 person to act on his behalf.
  • The Client shall give “Power of Attorney” to the portfolio manager to perform portfolio management activities as per direction/instruction of the client.
  • The portfolio manager will ensure custodian service, brokering service, and all other services required to manage portfolio of the clients.
  • Portfolio manager shall maintain records of all individual clients separately.
  • The client shall have the option to avail "assisted service" facility from the portfolio manager on payment of service charge.
  • Portfolio manager will ensure all corporate entitlements of the clients and timely collection of the same
  • The portfolio manager is entitled to recover various charges and fees from the Investor as agreed by both parties including brokerage on buy and sale value of securities, necessary stamp duty and other expenses for transfer of securities, portfolio fees and other relevant charges as shown in the financial account of the Investor
  • For NITA account transaction will only be executed upon receipt of written instruction. Electronic communication is allowed but client should submit written order within 72 hours by means of electronic confirmation. No telephonic order will be executed unless any written instruction through fax or e-mail is received. A tripartite agreement will be signed among the Investors, Branch (Commercial Bank) and Portfolio Manager. Investors must be open a Non Residential Investor’s Taka Account (NITA) with any of our branch having Authorized Dealer (AD) license from Bangladesh Bank. Regarding fund transfer investor will instruct Branch and Portfolio Manager simultaneously and in case of security trading investor will communicate the message to the Portfolio Manager only.

NITA Account Portfolio Management Services for NRB

To facilitates invest in Bangladesh Capital market, PBIL offers PBIL NITA Account to its NRB clients.

Features

  • NRB investors are eligible to invest in the Bangladeshi capital market from around the world.
  • Zero percent tax on capital gain for individual and 10% for company from investment in stock market
  • NRBs can apply for IPOs as 10% quota is allotted to them
  • NRBs can repatriate full capital and dividend gains

Eligibility

  • Non-Resident Bangladeshi
  • Minimum age 18 years

With Prime Bank Limited

  • Investor needs to open Foreign Currency Account (FC) to remit foreign currency into his/her account.
  • Investor needs to open Non- Resident Investment Taka Account (NITA) in order to make financial transaction in local currency (BDT) for purchasing and selling of shares.

With Prime Bank Investment Ltd.

  • Investor needs to open a Portfolio Management Account for stock trading facilities at Dhaka & Chittagong Stock Exchange, Primary Market Investment in equity, bond & mutual funds and availing IPO application facility
  • Six copies of passport size photographs of an account holder attested by the introducer.
  • Six copies of passport size photographs of the nominee attested by the account holder.
  • Four copies of passport size photographs of the operator attested by the applicant.
  • Photocopy of passport.
  • Photocopy of employee statement/ business document.
  • Residence permit.
  • Bank account certificate/ Bank statement (last six months).

Services

Featured Products

Monthly
Investment
Plan

Equity Sharing

Performance Scheme

Wealth Maximizer

Capital Protected Scheme

(88) 02 48810315

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