Email: info@gmequity.com.bd     Phone: +88 02 41080760-64

Mutual Fund Management

A mutual fund is a capital market investment fund that has an independent legal entity. The fund collects money from investors and uses that money to invest in a portfolio consisting of IPOs, stocks, bonds, money market instruments, and other kinds of permissible investments. When the fund generates profit, the return is distributed to the investors in the form of dividends and capital gain/loss. The fund is initially formed by the Sponsor, Trustee, and Custodian, and it is managed by the asset management company.

Institutional Portfolio Management

GM Equity offers customized portfolio management services for institutions and eligible investors. A dedicated team of fund managers will analyze an individual client’s risk profile and financial goal for the investment horizon to set specific investment objectives. Then the team will provide tailor-made asset allocation and invest in diverse securities and money market instruments on behalf of the client. In addition, the team can professionally turn around distressed portfolios of clients. All investments are managed by our dedicated fund managers, who are backed by our in-house equity research team. GM Equity provides maximum transparency and freedom to investors through periodic performance reports and portfolio updates as per the client’s requirements.

Corporate Advisory

Our professional team is dedicated to providing customized corporate advisory services as per the requirement of our clients. Advisory Services range from helping with corporate strategies to structuring innovative financial products in the local and global arena. We understand the client’s needs and structure suitable financial products accordingly to meet their need. We can help to arrange syndicated finance for clients when they are in need of a fund or act as financial advisors on instruments regarding term-loan, syndicated loan, project and infrastructure finance, asset-backed securitization et cetera. We can also assist companies in equity raises, due diligence and valuation preparation, M&A, joint venture, Pre-IPO advisory, and any customized support needed by clients.