Portfolio Management

One of the important functions of merchant bank is to provide portfolio management services to the customer. Portfolio management is the art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. Portfolio management is all about determining strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other trade-offs encountered in the attempt to maximize return at a given appetite for risk.

Our portfolio Management services can be distinctively categorized into 3 types of accounts.

Investor’s Discretionary Account (IDA)

Our IDA clients usually obtain much higher return on an average than any other savings instruments. In addition, investment in capital market is liquid which allows investors to reap capital gain at any time. Capital gain from investment is absolutely tax free income for individual investors in Bangladesh, while there is only 10% tax deducted at source on cash dividend income.

Portfolio Manager’s Discretionary Account (PDA)

BMSL Investment Limited offers Portfolio Manager’s Discretionary Account services to investors where the Company manages the portfolio accounts on behalf of the clients with its efficient, qualified and highly skilled professional team. PDA service is backed up by full-fledged research unit of BMSL Investment Limited and a proficient management committee comprising of experienced and reputed professionals in the industry.