Unlock your investment potential with PBIL’s expert-led Portfolio Management Services. Whether you are a high-net-worth individual or a corporate investor, our team delivers custom-built capital market investment strategies aligned with your financial goals, risk appetite, and return expectations.
Choose between Discretionary and Non-Discretionary models, both supported by cutting-edge research, disciplined asset allocation, and dynamic risk management.
Our Offerings
Discretionary Portfolio Management
Entrust your portfolio to our seasoned fund managers. PBIL actively analyzes market conditions and manages your portfolio to ensure optimal diversification, timely rebalancing, and enhanced returns — all under the PrimeInvest brand.
Non-Discretionary Portfolio (Margin Account)
Stay in control while leveraging expert insights. Designed for experienced investors seeking both autonomy and enhanced market exposure, PBIL’s Non-Discretionary Portfolio (Margin Account) provides full decision-making authority along with access to margin loan facilities. This enables you to strategically amplify your investment capacity through leverage.
As one of Bangladesh’s leading portfolio management providers, PBIL ensures comprehensive operational support while you retain full control over all investment decisions.
Key Features
• Investor retains full discretion over all investment decisions
• Margin loan facility available in accordance with BSEC Margin Rules and PBIL’s internal policies
• Investments restricted to securities approved by PBIL
• Binding portfolio agreement governs all operations based strictly on client instructions
• Power of Attorney executed to enable the portfolio manager to act strictly as per client directives
• Custodian services, brokerage execution, and operational support provided by PBIL
• Optional assisted investment services available subject to applicable fees
• End-to-end support including brokering, custody, record-keeping, and corporate actions
• Transparent recovery of all applicable charges, including:
Brokerage fees
Stamp duties
Portfolio management fees
Security transfer expenses
This account is ideal for investors looking to optimize returns through leverage while maintaining full autonomy, supported by PBIL’s robust operational framework.
Non-Discretionary Portfolio (Non-Margin Account)
Prefer investing solely with your own capital? PBIL’s Non-Discretionary Portfolio (Non-Margin Account) offers a structured and transparent investment experience without borrowing. You retain complete authority over all investment decisions, while PBIL manages execution, administration, and compliance.
Designed for investors who value control and clarity, this model eliminates leverage risk while ensuring seamless backend support.
Key Features
• Fully equity-backed investing using personal funds
• Investment decisions remain solely with the investor; PBIL executes only on explicit instructions
• Investments limited to pre-approved listed securities
• Legally binding agreement governs the investor–portfolio manager relationship
• Option to appoint a representative through Power of Attorney
• Custodian, brokerage, and compliance support provided by PBIL
• Timely management and disbursement of corporate benefits and entitlements
• Optional assisted services available for an additional fee
• All applicable charges transparently applied based on actual transactions
For Non-Resident Investors (NITA Accounts)
• Transactions executed only upon written instruction
• Tripartite agreement required among Investor, Portfolio Manager, and a commercial bank
• Mandatory opening of a Non-Resident Investor’s Taka Account (NITA) with an AD-licensed PBIL branch
• All fund transfers and trades processed through coordinated instructions
This offering delivers a balanced combination of investment flexibility, disciplined risk management, and professional oversight — ideal for investors seeking control without exposure to leverage.