Discretionary

In Green Delta Capital Limited we understand that people at all level has the aspiration to grow their wealth to ensure a better future for themselves and their family. What these individual needs is a platform through which they can plan and execute to achieve their dreams.

With this in mind GDCL have launched its discretionary product through which a client can entrust his investments to one of our professionals who on behalf of client will carry out his investment making decision in the capital market. Once a client is enrolled as an investor, that client will experience the following:

  1. Personal Portfolio Manager: Once you enroll into GD Perform Max you will be assigned an experienced Portfolio Manager. This Portfolio Manager has the knowledge and the experience to introduce to you the vast investment options in the capital market which rightly fits your criteria.
  2. Financial Planning: In GDCL we understand that no one person is the same and that every individual has different requirement and aspiration even at the same income level. As a result at the beginning our portfolio Manager will have one on one session with the client to understand the requirement, aspiration and the risk taking ability of the client. Later this will be the guiding principle for constructing the portfolio for the client.
  3. State of the Art Technology: In a relatively complex capital market which is growing along with the economy, if an investor wants to extract the benefits out of it then he has to have access to technology which gives him the edge from others. That’s why Green Delta Capital has invested heavily on technology has implemented the software which is one of its kind in the Bangladesh market. The software not only enables the investor to manage his portfolio but also gives him the tools to do complex analysis and take decision prior to making investments.
  4. Service Centre: In GDCL even after the trading hour our client can call us as many times as he wants and can place as many query as he wants. As an investor we feel it is our responsibility that we meet all of our clients’ expectations and give the service to meet their requirement.

With all these the two Discretionary products that GDCL has offered are:

  • GD Perform Max
  • GD Planner

Features of GD Perform Max:

GD Perform-Max scheme is a Discretionary Product to utilize the fund of risk taker who likes to invest in Equity market particularly in the high growth stocks to earn more. We invest in stocks with High Growth and Strong Fundamental to diversify the portfolio with the maximization of profit principle.

 

Product Feature of GD Perform Max:

Years of Holding                                                                  :               1 year

Minimum Investment Amount                                            :               BDT 1 MN

 

Performance fee (On portfolio return)

                                  60% and above                                   :               20%

                                  40% to 60%                                         :               15.0%

                                  30% to 40%                                         :               10.0%

                                  20% to 30%                                         :               08.0%

                                  10% to 20%                                         :               06.0%

                                  0% to 10%                                           :               04.0%

 

Management fee                                                                    :               2%

Transactional Fee/ Broker fee                                               :               0.35%

Account Opening Fee (one off)                                            :               BDT 500

Documentation charge                                                          :               BDT 1500

Other charge (CDBL charge)                                                :               BDT 500

 

Termination Fee (On the total amount)

                                  Within six month                                                                   :               0.60%

                                  Between six month to one year                                           :               0.45%

 

Pre-matured Withdrawal Charge (On the total amount)

                                  Within six month                                                                   :               0.60%

                                  Between six month to one year                                           :               0.45%

 

 

Features of GD Planner:

 

GD Planner has been designed with an aim to utilize the fund of investors who likes to invest in Equity market for a long term and who want continuous profit with minimum risk bearing.  We invest as much as minimal possible in Equity Stock to protect the investment and diversify the portfolio with the view to minimization of risk principle.

 

Product Feature of GD Planner:

 

Years of Holding                                                               :               1 year

 

Investment Amount

                                  Small Investor                                                                    :               BDT 1 MN

                                  Medium Investor                                                                 :               BDT 5 MN

                                  High Net worth Investor                                                     :               BDT 10 MN

 

Account Opening Fee (one off)                                         :               BDT 500

Documentation charge (one off)                                        :               BDT 1500

 

Management fee

                                  BDT 1,000,000 to BDT 5,000,000                                       :               3.00%

                                  BDT 5,000,000 to BDT 10,000,000                                     :               2.50%

                                  More than BDT 10,000,000                                                 :               2.00%

 

Transactional Fee/ Broker fee                                            :               0.35%

Termination Fee (On the total amount)

                                  Within six month                                                                  :               0.60%

                                  Between six month to one year                                          :               0.45%

 

Pre-matured Withdrawal Charge (On the total amount)

                                  Within six month                                                                   :               0.60%

                                  Between six month to one year                                           :               0.45%

We'd Like to Meet You

To arrange a meeting or find out more, please call us on  +88 02 9851902,9851170,01954500600. Alternatively, use our contact form and we'll contact you.