Unlock your investment potential with PBIL’s expert-led Portfolio Management Services. Whether you’re a high-net-worth individual or a corporate investor, our team delivers custom-built capital market investment strategies that align with your goals, risk appetite, and return expectations.
Choose between Discretionary and Non-Discretionary models, both backed by cutting-edge research, disciplined asset allocation, and dynamic risk management.

Our Offerings:

Discretionary Portfolio Management: Hand over the reins to our seasoned fund managers. We analyze market conditions and actively manage your portfolio to ensure optimal diversification, timely rebalancing, and enhanced returns – all under the PrimeInvest brand. Learn more.

Non-Discretionary Portfolio (Margin Account): Stay in control while benefiting from our insights. For seasoned investors seeking control with capital leverage, PBI offers the Non-Discretionary Portfolio (Margin Account). This account gives clients full decision-making authority while offering access to margin loan facilities, empowering you to enhance your market exposure with strategic borrowing.

As one of Bangladesh’s leading portfolio management companies, we ensure complete operational support, while you retain discretion over all investment choices.

Key Features

• Investor retains total discretion over all investment decisions.
• Margin loan facility available under BSEC’s Margin Rules and PBIL’s margin lending policies.
• Purchase allowed only from a list of securities approved by PBIL.
• Clients sign a binding portfolio agreement; all operations are based strictly on client instructions.
• The client shall execute a Power of Attorney, authorizing the portfolio manager to carry out portfolio management activities strictly as per the client’s instructions.
• The portfolio manager will provide custodian services, brokerage execution, and all essential operational support required for effective portfolio management.
• Access to optional assisted investment services, subject to applicable service fees.
• Seamless support with brokering, custody, record-keeping, and corporate actions.
• Transparent recovery of all associated charges, including:

            Brokerage fees
            Stamp duties
            Portfolio management fees
            Security transfer expenses

This account is ideal for investors looking to invest money smartly, amplify returns with leverage, and maintain full autonomy in decision-making; all under the safety net of PBI’s robust operational framework.

Non-Discretionary Portfolio (Non-Margin Account): Prefer to operate with your own capital and without borrowing? PBI’s Non-Discretionary Portfolio (Non-Margin Account) offers a straightforward investment experience. It gives you complete authority over your capital market decisions while we handle execution and administration.
Built for investors who seek capital market investment solutions with control and clarity, this account removes borrowing risk while ensuring full backend support from our expert team.

Key Features

• Fully equity-backed investing with your own funds.
• Discretion remains with the investor; PBI acts only on explicit instructions.
• Only pre-approved listed securities may be purchased.
• Legal agreement between investor and portfolio manager governs all operations.
• Option to appoint a proxy via Power of Attorney.
• Portfolio manager provides custodian, brokerage, and compliance support.
• Corporate entitlements and benefits managed and disbursed timely.
• Investors may request assisted service facilities for an added fee.
• All fees (brokerage, portfolio charges, stamp duty, etc.) transparently deducted based on actual transactions.

For Non-Resident Investors (NITA Accounts):

• Orders executed only upon written instruction.
• Tripartite agreement required among Investor, Portfolio Manager, and a commercial bank.
• Investors must open a Non-Resident Investor’s Taka Account (NITA) with an AD-licensed PBI branch.
• All fund transfers and trades require coordinated instruction to the relevant parties.

This account offers the perfect combination of investment flexibility, risk management, and professional oversight; ideal for those who want to take control without taking on leverage.