Portfolio Management
Discretionary Portfolio Management
CBC Capital & Equity Management provides intelligent, verifiable, discretionary portfolio management services to individuals and institutional clients both from local & foreign. Clients do not need to take hassle of selecting investment avenues when they open discretionary portfolio with CBC as we simplify the life of investors deploying our entire effort. The Investment Committee of CBC ensures the collective management of each client’s accounts.
Non-Discretionary Portfolio Management
CBC Capital & Equity Management Ltd also provides non-discretionary portfolio management services with the flexibility to precisely meet your requirements; a variety of investment services options could be considered, allowing you to choose how actively you want to participate for maximizing the growth of your investment.
Portfolio Advisory Service
“Portfolio Advisory Service” is the specialized expert investment advisory support by CBC for the NITA (Non-Resident Investors Taka Account) holders. NITA is a facility that is provided to non-resident individuals/institutions who are interested in trading of securities listed in the bourses of Bangladesh against foreign exchange remitted from abroad as well as repatriation of both capital and the earnings from investment.
We will act as the advisor for your investment and work with the custodian bank for assisting you in developing and implementing an investment strategy by providing you with necessary market information gathered through depth research by our analysts. This enables us to offer sound asset allocation and diversification advice to your investments designed to help you cater optimum returns and pursue your long-term investment goals.
Our fee is competitive and transparent. Fee is a fair consideration of our expert investment management, transaction cost, reporting, security protection and wealth management solutions etc.
