Portfolio Advisory Service provides professional investment solutions where seasoned advisors offer strategic guidance on asset allocation and market opportunities, tailored specifically to an investor's risk tolerance and financial objectives.

Under a Discretionary Portfolio service, the client grants the portfolio manager full authority to execute transactions and make investment decisions on their behalf, strictly following a predetermined investment mandate.

In a Non-Discretionary arrangement, the advisory team provides expert recommendations; however, no trades are executed without the client's explicit prior approval.

No. There is no set minimum investment amount required to access Portfolio Advisory Services. Clients are encouraged to invest according to their individual financial capacity.

Advisory and management fees are typically applied on an annual or quarterly basis, as outlined in the client agreement. For Discretionary Services, management fees are negotiable and generally depend on the portfolio structure and the size of the fund.

Yes. Clients utilizing the Non-Discretionary Portfolio service have the flexibility to execute trades independently through our proprietary Order Management System (OMS), Boom. Furthermore, the brokerage charges for these transactions are highly competitive and aligned with prevailing market practices.

Yes. Clients are kept informed through periodic performance updates and detailed portfolio reports. Additionally, a comprehensive review of the portfolio status is available upon request.

Blue-SIP is a systematic investment plan designed to facilitate monthly investments into a curated selection of high-performing Blue-chip company shares.

Blue-SIP offers: optimized long-term capital growth; professional fund management by experienced investment experts; tax rebate benefits of up to 15% (on investments up to BDT 1 million); exemption from capital gains tax for amounts up to BDT 5 million; simplified withdrawal procedures; and the cultivation of disciplined saving and investment habits.

Yes. Blue-SIP functions as a monthly investment scheme.

Blue-SIP is available to a wide range of investors, accommodating both individual and joint accounts. This flexibility allows for personalized wealth management or collaborative investment strategies between partners or family members.

The initial minimum investment is BDT 3,000, with subsequent monthly contributions accepted in multiples of BDT 1,000.

Yes. An auto-debit facility is available for seamless monthly contributions.

All funds are utilized to acquire selected Blue-chip equities. Buy and sell decisions are finalized by the Investment Committee based on rigorous internal research, with portfolio managers handling the execution.

Blue-SIP is designed as a long-term investment vehicle with a minimum tenure of 3 years. This structure ensures that investors can fully benefit from the potential for attractive returns and disciplined wealth accumulation.

Yes. Investors may increase their investment amount or extend their plan's tenure at any time.

Yes. Investments qualify for tax rebates up to BDT 1 million per NBR regulations. Detailed tax reports are automatically emailed annually after June 30, though they can be requested at any time.

No. Upon maturity, funds can be withdrawn remotely by submitting a signed closing form; an in-person office visit is not required.