We offer Wealth Management strategies to protect and grow your wealth. Our highly experienced wealth managers and investment advisors will help you maintain and build your wealth with investment strategies across asset classes and protect you from financial risks in a volatile world.
Services We Offer
Our team of experienced advisors will manage your investment portfolio by tailoring it to your risk tolerance and growing your wealth.
Our wealth managers are there to help you plan your finances to meet your short-term and long-term goals.
Transferring your assets, especially involving family business can be a complex undertaking and requires careful planning in advance
Our partnership with legal firms and insurance companies means that we can offer a one-stop solution to hedge financial risks.
Planning for the future can be a daunting undertaking. Wealth Management provides you the opportunity to bring together many aspects of financial planning into one platform and help you plan for your future. Whether you are planning for your retirement, looking for tax-efficient investments, hedging against financial risks or simply to build wealth in a conservative approach, our vast knowledge of investment management and our long-standing presence in the capital market along with our highly professional team of advisors will help you find a way to achieve your goals.
Wealth management (WM) refers to financial advisory services to help clients sustainably grow their wealth by incorporating investment management, financial planning, and risk mitigation strategies.
Any Bangladeshi Individual (over 18 years old) /Institution/Company/Provident Fund/Gratuity Fund/Trust /self-employed professional can avail our Wealth Management (WM) services.
Financial planning is an ongoing process that looks at your entire financial picture to create strategies for achieving your short- and long-term goals. It can reduce your stress about money, support your current needs and help you build a nest egg for your long-term goals, like retirement.
We will assess your age, gender, profession, income, wealth, marital status, family size, risk appetite, and risk tolerance and provide customized financial advisory services according to your financial capacity and goals. This includes but is not limited to Monthly Investment Schemes (MIS), Cap Guarantee Edge, Government Securities, Bonds, financial planning, succession planning, etc.
Yes, you will get tax rebate facilities on the capital market investment portion only.
Monthly Investment Scheme (MIS) is a systematic investment strategy where you deposit a certain amount of money each month to our omnibus beneficiary account. Our experienced wealth managers will invest your money in the capital market and money market instruments. MIS is a technique to accumulate, protect and enhance your wealth.
The investment horizon will be 3 years.
It is impossible to generate a fixed return from the capital market. However, risk can be managed with effective wealth management techniques irrespective of the market conditions. Taka averaging investing method and long-term investment horizon make investors’ wealth less risky and have higher upside potential. Moreover, investments in fixed-income instruments provide some hedge against loss in investment in equity securities.
Yes, you can withdraw your investment at any time, subject to market liquidity. It may take a minimum of 5 (Five) working days to transfer the amount. However, our investment strategy is structured around long-term investment, and early exits might yield inadequate returns.
Cap Guarantee Edge is a debt-focused investment scheme where your principal is shielded from any losses. Any losses experienced in your investment will be absorbed by us. We will invest your money in government securities, Coupon Bearing Bonds, Zero-Coupon Bonds, and value-based equity securities.
The minimum investment horizon will be 3 years from the date of the first investment. However, if you want to encash your fund before the prescribed maturity, you will not get any capital guarantee shield. Your return will be dependent on the liquidation value of your fund.
A bond represents a loan made by an investor to a borrower (typically corporate or governmental). A bond could be thought of as an I.O.U. between the lender and borrower which includes the details of the loan and its payments.
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