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Investor’s Discretionary Account (IDA)

Investor’s Discretionary Account (IDA) refers to the investmentwhere investors/institutions can manage their portfolio on their own discretion. CAPM Advisory Limited also offers two (2) types of IDA products.

Salient Features of our “IDA Services”

Lower Portfolio Manage compare to other merchant bank

Smooth share buy/sell execution

Keeping the securities in safe custody

Provide trade conformation after trade

Collection bonus shares on behalf of clients

Subscription of the rights issues &IPO

Free weekly research report

Daily report of investment

You can also log in to our website to get your “Portfolio Report”

Portfolio Managers Discretionary Account (PMDA)

Portfolio Managers Discretionary Account (PMDA) products offer full & complete portfolio management services where the investor only monitors the performance of the Portfolio Manager and everything else from risk minimization, diversify of asset allocation, investment decisions, interest on free balance,corporate action follow up to safe custody of Investments will be done by “CAPM Advisory Limited” in respect of the clients to meet the reasonable return for a reasonable time period of investment. We are diversifying the asset to minimize the risk, and toget maximum return out of it.
If your goal is to take an active approach using timely insights and well-diversified portfolios, you can depend on us. Each portfolio (Product) is run by an experienced & qualified manager and support team with a proven track record and process. CAPM Advisory Limited has 5 PMDA products, each with unique features.

Salient Features of our “PMDA Services”

Risk Minimization

Diversification of asset allocation strategy

Bank interest on free balance

Competitively lower “Management Fee”

Decision on share buy/sell & execution

Keeping the securities in safe custody

Collection of dividend and bonus shares on behalf of clients

Subscription of the rights issues & IPO

Our aim is give you a reasonable return for a reasonable time period of investment

Limited trade so brokerage commission will be lower

Weekly report of investment

You can also log in to our website to get your “Portfolio Report”

Our products

Equity Capital Management

IPO & RPO

Right Issue

nderwriting

Equity Capital Management

IPO & RPO

Right Issue

nderwriting

nderwriting

nderwriting

Our Location

Eastern Arzoo Complex (7th floor)
61 Bijoy Nagar, Dhaka-1000.

Phone : (+8802) 8316519, 8316540, 8313947, 8315373
Fax : 02 8316547
Email : alpha.acml@gmail.com, info@acmlbd.com

Copyright @2019 AAA Finance & Investment Ltd. All rights reserved.
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Secondary Market Services

CAPM Advisory Limited offers wide variety of opportunities for both individual and institutional clients under secondary market products. By combining the expertise of highly experienced and skilled portfolio management team, analyzing capital market and different clients need, we have designed different products aiming to serve all groups of investors. Our research team is observing capital market and collecting information to provide continuous decision making support to management and valued investors.

For Individual Clients

As a valued investor, you deserve the highest level of support to secure your invested capital and to have an appreciation of the fund. We do believe in investment rather than trading. We do not follow the traditional concept of maximizing your trading cost without any focus to maximizing your portfolio size.

For Institutional Clients

Your organization’s operational and other risks can be minimized by investing your capital in diversified options. CAPM Advisory Limited provides you the most efficient platform for capital market investment.
We have designed our operational procedure to give you not only the comfort of technological advancements but also the maximum cushion for the downside market movement.
We do understand your need and have launched an array of portfolios to meet your desired outcome based on your exposure.

Portfolio Management

In a vibrant and dynamic market, it is increasingly challenging to design an optimal investment portfolio for your organization or yourself. You are presented with diverse opportunities in emerging capital & money market and other alternative investments. As the choices of increasing, shaping, managing, and monitoring investment portfolios become more complicated.
CAPM Advisory Limited’s products designed to meet the needs of investors and offers research based tools and knowledge from the experts. Leading experts provide diverse perspectives on portfolio management. They also examine specific investment instruments such as stocks, bonds, money market instruments. These products provide a solid foundation for building optimal portfolios, as well as effective tools for making better investments.
Absolute return strategies are fundamental components of any truly diversified investment portfolio whether it is an institutional investor or a private individual. CAPM Advisory Limited offers two schemes:on your exposure.

Investor Discretionary Account (IDA)

This account is managed by the account holder through CAPM Advisory Limited. The investor bears the risk of investment and also its gain or loss.

Portfolio Managers Discretionary Account (PMDA)

This account is managed by CAPM Advisory Limited on behalf of the client. © 2012 CAPM Advisory Limited. All rights reserved. Developed by: CAPM ICT HomeAboutServicesPrivacy PolicyTerms & Condit

Primary Market Services

For diversifying equity base, cheaper access of capital, exposure increasing, prestige and public image swelling; companies are usually go for initial public offering (IPO), Repeat Public offering (RPO) or Right share offering. CAPM Advisory Limited offers wide variety of opportunities for institutional clients those are seeking to raise finances for business development, to merge with or to acquire another business, to restructure for performance improvement or business development in existing or new territory under primary market services. CAPM Advisory Limited investment banking wing offers the following services:

Equity Capital Management

Initial Public Offering (IPO)

Repeat Public Offering (RPO)

Underwriting

Rights Issue Offering

Issue of Capital

Ordinary Shares

Preference Shares

Debt Capital Management

Debt Issue through Private Placement