Easy Invest is a discretionary portfolio management product that will build your portfolio over time, with small investments at regular intervals. As fund manager, IDLC will follow a disciplined and structured investment process, and reduce the risk of market volatility.

Key Features

  • Easy Invest can be started with very small amount of money, so it is affordable
  • "Auto Debit" instruction facility to eliminate need for physical submission of cheques
  • Opportunity to get rebate on income tax and tax exemption for individual on capital gain
  • Reduces risk because of cost averaging over a long time horizon
  • Accidental Death and Disability Insurance Coverage up to BDT 1 Lac per year (optional)
  • Long term financial solutions for children’s education, marriage etc.
  • Disciplined and systematic approach of investment

Key Information

  • Monthly investment amount (Individual/Institutions): BDT 5,000 & in multiple of BDT 1,000
  • Investment Tenure : 5 & 10 years

Fees and Charges

  • Account Opening Fee: BDT 500
  • Management Fee: 3.00% p.a. on market value of securities, charged quarterly
  • Settlement Fee: 0.50% on transaction value
  • Insurance Premium: BDT 74 per year (optional)
  • Early Exit Fee: Not Applicable

Out of Pocket and Third Party Charges (Central Depository, SMS charges etc.): At actual basis

* Subject to change at the discretion of portfolio Manager

Required Documents

  • 2 Passport Size Photographs of Applicant (Applicant’s signature and name in block letter)
  • 1 Passport Size Photograph of Nominee (Attested by the Applicant)
  • Copy of National ID (Applicant and Nominee)
  • Cheque Leaf/Bank Statement/Bank Certificate
  • Photocopy of Employee ID Card/Letter of Introduction from Employer/Visiting Card/Approval of Operational Head (if Applicant is a service holder)
  • 12 Digit Tin Certificate (Optional)
    *Based on profession, additional supporting documents may be required. For a complete list, please click here.

Contact Person's Information

  • Hotline Number: +880170 8457025 (9.30 AM to 4.30 PM on working days)
  • Mostafa Khalid Mahmud Rubel, CFA: +8801313 792681
  • Imrul Hasan : +8801302 609801

“Capital market investments are subject to market risks and there is no assurance or guarantee that the objective will be achieved. However, As fund manager, IDLC will follow a disciplined and structured investment process to reduce the risk of market volatility.”