Product & 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.
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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.
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Particulars |
Criteria |
Rate/Amount for Corporate Clients |
Rate/Amount for Individuals
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|
|
|
|
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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.
