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PORTFOLIO MANAGEMENT

JBCML achieved an unparalleled reputation in managing non-discretionary portfolio management servicesto the clients who intend to manage their own portfolio at their discretion. Non-discretionary portfolio management services include the following criteria:

  • Investors’ Discretionary Account (IDA): The account holder will have the option to avail margin loan with a competitive rate where the investor bears the risk of investment and also its gain or loss.
  • Non-Margin Investors’ Discretionary Account (NIDA):The accountholder shall have no option to avail margin loan facility. The investors will operate his account at his own discretion. JBCML acts only according to the clients’ instruction and ensure all management services related to maintaining the account.
Services

Investors’ Discretionary Account (IDA) - Margin:

Categories Deposit Minimum Deposit Retention Amount
JBCML Silver Upto Tk. 30.00 lac Tk. 2,000/- Tk. 1,000/-
JBCML Gold Over Tk. 30.00 Lac and Upto Tk. 50.00 lac Tk. 2,000/- Tk. 1,000/-
JBCML Platinum Over Tk. 50.00 lac Tk. 2,000/- Tk. 1,000/-

Non-Margin Investors’ Discretionary Account (NIDA) :

Particulars Amount
Minimum Deposit Tk. 1,000/-
Retention Amount Tk. 1,000/-

SCHEDULE OF FEES AND CHARGES

Investors’ Discretionary Account (IDA) - Margin:

Categories Bo Account Opening & Maintenance Fees Documentation Fees Transaction And Settlement Fees Management Fees Interest Rate
JBCML Silver Tk. 500/- p.a. Tk. 1,000/- @ 0.40% on value of each transaction Nil @16.00% p.a. calculated daily, charged quarterly
JBCML Gold Tk. 500/- p.a. Tk. 1,000/- @ 0.35% on value of each transaction Nil @16.00% p.a. calculated daily, charged quarterly
JBCML Platinum Tk. 500/- p.a. Tk. 1,000/- @ 0.30% on value of each transaction Nil @16.00% p.a. calculated daily, charged quarterly

Non-Margin Investors’ Discretionary Account (NIDA) :

Particulars Amount / Rate
BO Maintenance fees Tk. 500/- p.a.
Documentation fees Nil
Transaction and settlement fees @ 0.30% on value of each transaction

Jamuna Bank Capital Management Limited, a fully-owned subsidiary of Jamuna Bank Limited started its merchant banking operation since April 10, 2011, is thriving for sound & sustainable growth of the capital market in Bangladesh.

Contact Us

  • Hadi Mansion (3rd Floor)
    2 Dilkhusha C/A Motijheel
    Dhaka-1000
  • +880-02-9570912
  • info@jbcml.com
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