About CAPM

CAPM (Capital & Asset Portfolio Management) Company Limited has sailed its voyage in the capital market arena of Bangladesh a new generation Asset Management Company (AMC) with the obsession to deliver the most innovative, prompt and cost effective financial solutions to the reverential investors around the country. CAPM has been incorporated as private limited company under Registrar of Joint Stock Companies (RJSC) in January 2011 and licensed as AMC in September 2011 under Securities and Exchanges Commission (Mutual Fund) Rules 2001.

CAPM is the only joint venture asset management company of Bangladesh, promoted by a group of UK NRB and local entrepreneurs. CAPM is initiated by a distinguished bilateral team of experienced shareholders, majority of which is owned by Golden Bridge Investments Limited, an investment company in UK. CAPM is driven by a proactive team of highly professional executives skilled in investment management services, fund operations and other advanced financial product.

Our investment expertise is rooted in our passion for active Asset Management. Investors benefit and 'ethical' service is the core of CAPM's professionalism. With this desire in heart CAPM has developed its every department with highly experienced and qualified professionals. Our investment in every instrument will be driven to deliver the "" and followed by a dynamic process of investment evaluation approach. CAPM always maintains five core values to operate its businesses; integrity, understanding, excellence, unity and responsibility.

CAPM had built a strong and efficient technological infrastructure to bring transparency as well as convenience for the investors. We have a Custody License from Central Depository Bangladesh Limited (CDBL), which ensures safety of client's investment. We also acquired short-code from Bangladesh Telecommunication Regulatory Commission (BTRC) for ease of clients. Besides, we have the license from Dhaka City Corporation and membership of Dhaka Chamber of Commerce and Industry.

CAPM gives priorities to:

• 1. Maximize client's portfolio return with minimized risk
• 2. Market Oriented Decision Making
• 3. Secured investment process
• 4. Customer satisfaction

Our wide variety of products and customized services always stand beside both individual and institutional investors. Our financial solutions include the followings:

• 1. Institutional Portfolio Management Services (IPMS)
• 2. Mutual fund (MF)
• 3. Provident Fund (PF)

To partner with our clients and prospective clients and to help them achieving their investment objectives by providing bespoke financial products, prompt & technology oriented services and insightful market information.

Our vision is to become the leading investment management firm in market insight, product innovation and services delivery in Bangladesh. We are resolute to be the preferred choice of investors seeking a partner in Bangladesh to help them achieve their investment plans.

1. 1. Maintain knowledge of and comply with all applicable laws, rules and regulation of BSEC, governmental agency, regulatory organization, licensing agency or professional association governing CAPM activities. Not knowingly participate or assist in any violation of such laws, rules or regulations.
2. 2. Exercise diligence and thoroughness in making investment recommendations or in taking investment actions which supported by appropriate research and investigation.
3. 3. Act with integrity, competence, dignity, and in an ethical manner when dealing with the public, clients, prospects.
4. 4. Practice and encourage others to practice in a professional and ethical manner that will reflect on the creditability of the Asset Management Industry.
5. 5. Strive to maintain and improve CAPM competence and the competence of its services.
6. 6. Use reasonable care and exercise independent professional judgment.
7. 7. CAPM shall not breach the confidence of the market by trading or causing others to trade in securities to which such information relates to Material Non Public Information.
8. 8. CAPM shall make every reasonable effort to assure that Fund performance information is a fair, accurate, and complete presentation of such performance.

1. 1. Asset Management License
2. 2. Certificate of Incorporation
3. 3. CDBL License