Portfolio Management & Margin Lending
Trust Bank Investment PLC. offers a complete range of portfolio management services designed to reach clients of every profile, from individual retail investors to large institutional clients.
Our Three Portfolio Products
- Investor’s Discretionary Account (IDA) — Investor-driven, with margin-loan facility available
- Bank’s Discretionary Account (BDA) — Professionally managed by TBIL’s portfolio managers
- Non-Margin Investor’s Discretionary Account (NIDA) — Cash-only, no margin facility
Product Comparison
| Particulars | IDA | NIDA | BDA |
|---|---|---|---|
| Minimum Deposit | BDT 25,000/- | BDT 10,000/- | BDT 50,000/- |
| Margin Loan Facility | As per rule | N/A | As per BSEC |
| Documentation Fees | BDT 1,000/- | BDT 1,000/- | BDT 1,000/- |
| Interest Rate | 15.25% – 15.75% | N/A | 13.75% |
| Management Fees | 1% – 1.5% | — | 2.50% |
Whether you prefer to drive your own investment decisions, delegate to an experienced manager, or trade with your own capital only, TBIL has a portfolio product tailored to your needs.