SFL provides portfolio management services with high standard, excellent customer services and professionalism. Clients receive tailored financial solutions for trading securities. Currently we manage institutional & individual portfolios through three designated panel brokers. Our services under portfolio management department:
Discretionary Portfolio
In the ever-changing capital market, managing investment has become an increasingly complex and time-consuming process for a company or an individual to handle in isolation. For effective investment, you have to go through the hassle of following tons of financial data and market information continuously. To relieve you from this never-ending process, we are here with, our very own discretionary portfolio management service exclusively designed for your investment needs.
Key Features
- Dedicated investment managers will look after your investments with their best judgment and market outlook
- Investment policy will be specially designed to attain your individual goals and objectives
- All the market related data and information will be closely monitored on your behalf
- Appropriate securities will be identified according to your investment needs
- Forecasting and judging possible market movements will take place with proper scrutiny
- Investment process will be highly professional with strict risk analysis
- Re-balancing of your portfolio will be done according to market scenario and future predication
Our discretionary service is also suitable for the business entities who want to grow and diversify their assets through capital market investments to achieve goals like
- Growing funds for future capital expansion & future working capital needs
- Growing funds to hedge against any future obligation
- Taking tax benefits through capital market investments
- Diversifying investments of foreign companies through capital market of Bangladesh
Non – Discretionary Portfolio
- You have the freedom to make your own buy and sell decisions
- Enjoy trading facility in both Dhaka and Chittagong Stock Exchange
- Avail margin loans up to 50% of the value of your equity at competitive rates
- No restriction on capital withdrawal
- No trigger selling without discussion
Margin Lending
To help our clients achieve their investment goals, we provide margin loans at competitive rates. Coupled with our best in class investment advisory services and in depth research, we are able to offer holistic portfolio management services to our esteemed clients.
