Easy Invest

Easy Invest is a discretionary portfolio management product that will build your portfolio over time, with small investments at regular intervals. As fund manager, IDLC will follow a disciplined and structured investment process, and reduce the risk of market volatility.

 

Key Features

  • Easy Invest can be started with very small amount of money, so it is affordable.
  • Reduces risk because of cost averaging over a long time horizon
  • Long term financial solutions for children’s education, marriage etc.
  • Disciplined and systematic approach of investment
  • "Auto Debit" instruction facility to eliminate need for physical submission of cheques.
  • Opportunity to get rebate on income tax and tax exemption for individual on capital gain.
  • Accidental Death and Disability Insurance Coverage up to BDT 1 Lac per year (optional).

Key Information

  • Monthly investment amount:
    Individual/Institutions : BDT 3,000 & in multiple of BDT 1,000
  • Investment Tenure : 3, 5 & and 10 years

 

Fees and Charges *

  • Account Opening Fee: BDT 500
  • Management Fee: 3.00% p.a on market value of securities, charged quarterly
  • Settlement Fee: 0.50% on transaction value
  • Insurance Premium: BDT 74 per year (optional)
  • Early Exit Fee: 3.00% within 6 months and 1.00% before maturity

Out of Pocket and Third Party Charges (Central Depository, SMS charges etc.): At actual basis

* Subject to change at the discretion of portfolio Manager

 

Forms & Documents

 

E-Brochure

 

Contact Person's Information

  • Mohammad Nayem Uddin: +8801730 374571
  • Makin Rishalat Jitu: +8801777 444448
  • Abir Hussain Talukdar: +8801708 803430
  • S M Muyeed Hasan: +8801675 335365

IDLC INVESTMENTS LIMITED

DR Tower (4th Floor)
Bir Protik Gazi Golam Dastagir Road
Purana Paltan, Dhaka 1000
Telephone: 16409, +8809609994352
Facsimile: +880 (2) 957 1171
E-mail: dpm@idlc.com
Website: www.idlc.com

Have a Question regarding investing in Easy Invest?

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Forms and Documents

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