Portfolio Management services

Portfolio Management Service (PMS) is a facility offered by a portfolio manager with the intent to achieve the required rate of return within the desired level of risk. An investment portfolio can be a mix of stocks, fixed income, commodities, real estate, other structured products, and cash. A portfolio manager is a licensed investment professional who specializes in analyzing the investment objectives of the investor and has a vast knowledge of the various instruments in the market. The portfolio manager is better positioned to make informed decisions for investments in securities as opposed to a layman.

PMS is a customized service offered to High Net-worth Individuals (HNI) clients. The service is tailored as per the investor’s return requirements and the ability and willingness to assume the risk. An Investment Policy Statement (IPS) is drafted by a PMS to understand the financial position and needs of the client. The portfolio manager ensures that the return requirements coincide with the risk profile. Before executing the optimum portfolio, PMS also studies the various constraints such as time horizon, tax applicability, liquidity, and other unique considerations of the client.

We manage investment portfolios on behalf of clients, making buying and selling decisions to optimize returns.

Corporate Advisory

Corporate Advisory Services encompass specialized advice provided to corporate entities by professional advisers, including accountants, investment banks, and legal practitioners. Here are some key aspects:

  1. Strategic Direction: Corporate advisory firms offer strategic guidance to businesses operating in complex and dynamic environments. They help companies navigate challenges, seize opportunities, and make informed decisions.
  2. Areas Covered:
    • Mergers and Acquisitions (M&A): Advising on buying or selling businesses, mergers, and joint ventures.
    • Debt and Capital Advisory: Assisting with financing strategies and capital structure optimization.
    • Financial Restructuring: Providing solutions during financial distress or reorganization.
    • Valuation Services: Determining the worth of a company or its assets.
    • Risk Management: Mitigating risks related to investments, compliance, and governance.
  3. Industry Expertise: Corporate advisers tailor their services to specific sectors, such as financial services, healthcare, and hospitality.

IPO Advisory

The market for IPOs can be volatile. Favorable conditions for going public can vanish as quickly as they arise. Careful pre-IPO planning is critical. The plan must consider the tasks and the timing of the tasks required to go public and operate in public. The company must be prepared to perform in the glare of the public spotlight.

For privately held companies, “being public”–choosing to act as a public company–may yield tangible, financial value regardless of whether or not there is an IPO in the works. The preparation that goes into being public provides a strong foundation for managing the company well and may produce the benefits of:

  • An effective and efficient finance function
  • Improved decision-making support
  • Value driving internal controls
  • Risk mitigation

If you are considering taking your company public, or playing a role in an initial public offering, consider the impact on all areas of the company to create the competence, confidence, and performance to maximize the value of the IPO.

IPO (Initial Public Offering) advisory services play a crucial role in guiding companies through the complex process of going public. Here are some key points:

  1. Pre-IPO Planning:
    • Strategic Alignment: Advisers help align deliverables, design technical requirements, and ensure compliance with regulations.
    • Equity Story: Crafting a compelling narrative to attract investors.
    • Financial Statements: Preparing accurate financial statements.
    • Operational Transformation: Streamlining operations and internal controls.
  2. Being Public vs. IPO:
    • IPO Readiness: Careful planning is essential for a successful IPO.
    • Benefits of Being Public: Even before an IPO, acting as a public company can yield financial value.
      • Effective finance function
      • Improved decision-making support
      • Value-driving internal controls
      • Risk mitigation

Foreign Investment Activities

We are a full-service Foreign Direct Investment (FDI), Private Equity and Joint-Venture Consultancy and Advisory company in Bangladesh and Dubai. We bring together a unique combination of knowledge and experience spanning across a range of services including regulatory compliance, fund formation, operational and risk management, tax structuring and fund due diligence.

Tell us about your objectives and challenges – we will find the right Strategies and Partners to achieve your goals regardless whether you are planning to start a new business, expand, diversify, re-position or restructuring your business in Bangladesh or Myanmar in order to improve performance and rate of return on investment by becoming more competitive and profitable.

A team of professional Consultants, Lawyers, Accountants, Engineers and support staff are on your side to help you achieving your investment objectives through leverage and optimisation of resources.

Business consulting – what we can do for you

  • Analyze projects for feasibility
  • Re-evaluate potential partners
  • Provide with insights

Accounting & MIS Services

In the modern business world, it is compulsory to keep financial records by using double entry system for analyzing business financial performance and maintaining compliance of the local and international regulatory bodies. Double entry bookkeeping method is internationally recognized and followed by international accounting standards such as IAS, IFRS and GAAP., Therefore, we follow the same system of Bookkeping that are internationally recognised and provides the best bookkeeping services in Bangladesh.

Tax and other compliances services:

We do provide all types of compliance related services such as:

  1. Corporate Tax return
  2. Personal tax return
  3. Tax assessment
  4. Hearing and preparing response
  5. Appellate Tribunal
  6. RJSC and other secretarial services
  7. Different licenses (i.e. Fire, environment, explosive, ERC, IRC etc)

Trade finance

To boost up cross-border business, we do provide the export and import finance facilities for its customers depending on their requirements. Different trade finance services help the clients to run their business without any interruption. We have the partnership with local and international financing organization who provides different trade finance service consists of funded and non-funded facilities both for export and import related areas. It includes but limited to:

  1. Receivable financing
  2. Working capital
  3. Work order financing

Loan or Equity Support

  1. Loan support:
    • Financial Analysis: Consultants assess your financial health, analyze cash flow, and evaluate creditworthiness to help you secure loans.
    • Loan Structuring: They guide you in structuring loans optimally, considering interest rates, repayment terms, and collateral requirements.
    • Negotiation: Consultants negotiate loan terms with lenders to ensure favorable conditions for your business.
  2. Equity Support:
    • Equity Financing Strategies: Consultants help you explore equity financing options, such as venture capital, private equity, or IPOs.
    • Valuation: They determine the value of your company, considering factors like growth potential, industry trends, and financial performance.
    • Investor Relations: Consultants assist in building relationships with investors, preparing pitch decks, and managing equity transactions.

Treasury Bond Activities

Treasury bonds are becoming more popular as the risk-free securities are offering lucrative returns, which are higher than the deposit rate in the banking sector. The interest rate of treasury bills and bonds is even higher, in some cases, than national savings certificates (NSCs), which give the highest returns among all investment tools in the country and are immensely popular among savers.

We do provide end-to-end services from prepaying the documents to the placement of the bond. We also assist in finding the prospective buyers and finalization of the negotiation.

Credit Analysis

Financial consultants play a crucial role in helping organizations make informed decisions related to credit analysis. Here are some key areas where financial consultants provide valuable services:

  1. Financial Modelling:
    • Financial models are essential tools for decision-making. They provide insights into data, automate processes, and analyze options. Services include:
      • Strategy Modelling: Assessing market entry and sizing.
      • Deal Modelling: Supporting buy-side, sell-side, re-financing, and capital market transactions.
      • Operational Modelling and MI: Forecasting, headcount analysis, and bid support.
      • Corporate Planning and Budgeting: Analyzing critical business
      • Supplier Evaluation: Quantitative comparison of competing bidders.
      • Financial Modelling Training: Instructor-led courses covering various disciplines1.
  1. Risk Consulting:
    • Financial institutions rely on risk management throughout the credit value chain. Consultants address challenges related to origination, underwriting, credit portfolio management, loss mitigation, credit modeling, and advanced analytics.
  2. Finance Consulting Firms:
    • Leading consulting firms offer specialized finance services, including credit analysis. These firms provide expertise and strategic guidance to organizations4.

Business Projection

When it comes to financial projections for your business, professional financial consultants can provide valuable assistance. Here are some services they offer:

  1. Financial Forecast Preparation:
    • Creating a financial forecast is an essential part of developing a business plan. Consultants help distill your business goals into core assumptions and cause-and-effect relationships. Whether you’re starting a small brick-and-mortar business or a high-growth tech venture, they tailor the financial model to your specific situation.
  2. Customized Financial Models:
    • Consultants can customize financial forecast models to fit any business type. They follow guiding principles such as simplifying assumptions and establishing cause-and-effect relationships. Key features of their models include assumption-driven sales forecasts, income statements, balance sheets, cash flow statements, and error checking.
  3. Lender-Ready Projections:
    • If you prefer a DIY approach, there are editable templates available for creating lender-ready financial projections. These templates cover income statements, cash flow, and balance sheet projections for professional service businesses.
  4. Custom Business Plans:

Financial consultants specialize in creating business plans and financial projections. Within a short timeframe, they deliver custom business plans ready for presentation to banks or investors

Financial projections help you understand your business’s profitability, cash position, and decision-making.