Actively Managed Portfolio for High Net Worth Investors.
Optimized Returns, Expert Discretion.
Providdhi is an actively managed portfolio account jointly managed by BRAC EPL Investments Limited and CWT Asset Management Limited. Designed for high net worth investors, it offers a diversified, multi-asset strategy across equities, government bonds, and corporate bonds — built to deliver optimized risk-adjusted returns through tactical, discretionary management.
Key Features & Benefits
Multi-Asset Diversification: A carefully balanced mix of equities, government bonds, and corporate bonds to optimize risk-adjusted returns.
Discretionary Active Management: Tactical allocation decisions made jointly by BEIL’s Investment Committee and CWT Asset Management Company.
Joint Expertise: Benefit from the combined market insight and investment discipline of two leading institutions.
Regular Rebalancing: Portfolios are continuously monitored and rebalanced in response to market conditions.
Comprehensive Reporting: Quarterly transaction and portfolio statements, plus real-time digital tracking via the i-sheba portal.
Why Choose Providdhi?
Designed for HNWIs: Tailored for sophisticated investors seeking professional, hands-off portfolio management.
Active Market Monitoring: Continuous oversight by experienced fund managers across equity and fixed-income markets.
Risk-Adjusted Optimization: Tactical allocation aimed at maximizing returns relative to risk taken.
Transparent Performance: Detailed reporting and digital access keep you informed at every stage.
Product Details at a Glance
Product Type: Managed Portfolio Account
Primary Asset: Multi-asset (Equity & Bonds)
Investment Objective: Active and professional management of portfolio for high net worth investors seeking optimized risk-adjusted returns.
Minimum Investment Amount: BDT 500,000 (Lump sum)
Risk Profile: Moderate to High
Charges and Fees
Management Fee: 1.0% per annum
Transaction Charge: Equity: 0.40%, Bonds: 0.10%
Documentation Fee: Nil
Other Charge: At actual
Ready to Start with Providdhi?
Take the smart step towards expertly managed, diversified wealth.
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