Non-Discretionary Portfolio Management Service

We offer non-discretionary portfolio management service for those clients who wish to enjoy a greater degree of participation in the management of their investments. Investors can avail our non- discretionary service through GD MTF (Green Delta Margin Trade Funding) and GD Cash account.

                                         

Key Features

  • Clients shall have absolute discretionary power to make investment decision, the Portfolio Manager, shall provide all support for efficient execution of trades.
  • GDMTF Clients will be allowed to invest only in the selected scripts approved by the Portfolio Manager.
  • Keeping the securities in safe custody.
  • Investment will be considered allowable investment for obtaining tax, rebate. Additionally, capital gains from investments are currently completely tax-exempt.
  • Dedicated Relationship manager for Non-Discretionary Portfolio Management Service
  • Daily portfolio statements will be provided through e-mail.
  • Facilities of order submission through e-mail, sms and fax.
  • Felicities of mobile trading through DSE-Mobile

 

GDMTF is a unique portfolio scheme that has been designed for the individual as well as institutional client(s) to help them construct their portfolio for return maximization. Through this scheme, investors can avail Margin Loan facilities along with a competitive interest rate and loan ratio.  

Particulars

Criteria

Rate/Amount

for

Corporate Clients

 

Rate/Amount

for

Individuals

 

 

 

 

 

Minimum Investment Size

-

BDT 1 MN and above

BDT 1Lac and above

Account opening Fee

One off

BDT 500

BDT 500

Documentation charge

One off

BDT 1500

BDT 500

Transactional Fee/ Broker fee

Based on every transaction

0.40%

0.40%

Availability of Margin

Unconditional and as per BSEC directives(Maximum Cap)

1: 0.50

1: 0.50

Margin Interest Rate

Calculated Daily but charged on  quarterly basis

16.50%

16.50%

Management Fee

Calculated daily on market value of securities, but charged quarterly

1.50%

1.50%

Account renewal Fee

Annually

BDT 500

BDT 500

 

Cash Account:

We maintain investors’ cash account under Non-Discretionary Portfolio management services to facilitate the investors who are reluctant to take Margin Loan Facility and want to invest and trade via cash/ own equity in capital market.

Fees and Charges

Particulars

Criteria

Rate/Amount

for

Corporate Clients

Rate/Amount

for

Individuals

 

Minimum Investment Size

Link Account

BDT 0.5 MN and above

BDT 50,000 and above

Cash Account

BDT 1 MN and above

BDT 50,000 and above

Account opening Fee

One off

BDT 500

BDT 500

Documentation charge

One off

BDT 1000

BDT 500

Transactional Fee/ Broker fee

Based on every transaction

0.45%

0.45%

Account renewal Fee

Annually

BDT 500

BDT 500

How we serve you

Our specialized Portfolio Management Team is closely familiar with your priorities and preferences. When you contact us, we make sure you will be served by someone who knows exactly who you are and how you like to do business. So they can execute your request professionally, but also with the enthusiasm we aim to bring to everything we do.

 

Relationship Manager: Your Key Contact Person

They coordinate the services we provide for you and consistently update your specific financial requirements. They ensure whether your requests are promptly and efficiently processed or not.

Authorized Representative: Your Trade Executor

As per your request they execute the transactions with the high level of efficiency and inform you the updates on your portfolio at the end of the day.

Portfolio Manager: Your Adviser

Helps you to manage your portfolio account and identify to achieve your financial goals through their recommendations. They help you to understand the risk- matrix

Special Commission Rate                                                                                                                                                       

Special commission rate is offered to our priority investors, as we believe the value of long term relationship.

Research

GDCL research provides the investors with top quality research, including Individual Company Research, Sectoral Report, Macroeconomic Report, Daily Market Update, weekly Market Review and many more.


 

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.