Investors Discretionary Account

Cap Maximus

Plain Vanilla Product, investors wealth can be maximized through availing margin loans as per BSEC directives

Portfolio Managers Discretionary Account

If your time is precious and you would like an expert to oversee the management of your financial assets, Portfolio Managers Discretionary Account is designed for YOU!

i) Cap Ultimus

Features:

  •   Professional fund management backed by strong research.
  •   Risk management based on clients risk appetite.
  •   Daily research update.
  •   Stress free investment.
  •   Capital Gain is tax exempted for individuals.
  •   Fastest possible response to market change.
  •   Private placement scope.
  •   Competitive rate.

ii) Cap Equilibrium (Profit Loss Sharing Scheme)

Features:

  •   Year-end profit sharing opportunity. (Profit & Loss will be shared proportionally)
  •   Professional fund management backed by strong research.
  •   Risk management based on clients risk appetite.
  •   Daily research update.
  •   Stress free investment.
  •   Capital Gain is tax exempted for individuals.
  •   Fastest possible response to market change.
  •   Private placement scope.
  •   Competitive rate.

Key Information:

  •   Minimum Investment Taka 500,000
  •   Management Fee: 2.5%
  •   Brokerage Fees: 0.40 per 100 trade value.
  •   Minimum Investment Horizon: 1 year
  •   Availability of Margin: as per BSEC directives and client guideline
  •   Margin Interest: 17.00%
  •   Account Opening Fees: Taka 1,000 (one off)
  •   Termination Fee: 0.5% (In case of fund withdrawal within 1 yr)
  •   Competitive rate.