"Portfolio Advisory Service" is the specialized expert investment advisory arm of IDLC Investments Limited. It is a value-added service offered to our esteemed clients who seek to a high-quality portfolio management advisory and research support. We have more than one decade of expertise in analyzing performance and picking trends of the stock market. Now, IDLCIL offers you this bountiful basket of expert services as your Equity Investment Advisor.
Minimum Investment Amount (Individual/Institutions): BDT 10 Lacs
Minimum Investment Horizon : 2 (Two) Years
Your Portfolio Manager will adopt a clear and transparent investment process in terms of portfolio composition, stock selection, trade execution, monitoring and rebalancing.
The investment process has been carefully designed to ensure:
We adopt a Top-down Approach to determine appropriate sector allocation and security selection to build your portfolio. We use both fundamental and quantitative analysis for managing the investments.
Your Portfolio Manager will focus on achieving long term returns at a reasonable risk through active management of your portfolio.
Your Portfolio Manager will invest only in capital market securities (both debt and equity) approved by the Securities and Exchange Commission and/or Bangladesh Bank. In order to protect the capital and increase the profit potential, funds may be invested, as a defense strategy, in quoted/unquoted debt securities, depository instruments, or fixed deposit accounts.
Your portfolio manager will abide by the following restrictions while making investment decisions:
Prospective investors of DPM should appreciate that portfolio investment in capital market is subject to certain risk factors, as detailed below, which are not necessarily exhaustive or mutually exclusive:
As a client of "Portfolio Advisory Service", you need to withstand the risk of volatile portfolio performance. However, your portfolio manager will be responsible for undertaking diligent risk control measures.
To control volatile portfolio performance, your Portfolio Manager will judiciously apply various risk control measures. The primary paradigm of risk control has been described below:
Daily basis Portfolio statement will be given.
Out of Pocket and Third Party Charges (Central Depository, SMS charges etc.): At actual basis
* Subject to change at the discretion of portfolio Manager
Please refer to Forms and Documents for Investment to download forms.
To know more about DPM products and services, please contact us at firstname.lastname@example.org or call us at 16409, +8809609994352.