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Our Service

  • BO Account opening
  • Margin Lending Facility
  • Trading Service
  • Wealth Management Service
  • Managed Account Service

BO Account opening

Open a brokerage account through our website or at digital booths, provide the necessary documents, deposit the required amount, and discuss your risk tolerance. Read and understand terms, evaluate security and trading tools, and confirm details before finalizing the process.

Features

  • Easy Access: Open your brokerage account online or at our digital booths.
  • Transparent Process: Clear terms and conditions for easy understanding.
  • Document Submission: Upload required documents conveniently.
  • Deposit Options: Making Deposit easy with various deposit methods.
  • Confirmation: Review and confirm details for a seamless process.

Required Documents

Margin Lending Facility

The margin account, per management, may be standard or separate. Orders through email/phone, confirmations by mail/SMS, and statements via email. Note variable loan terms and rates. Be cautious of increased risk, understand terms, and assess suitability based on your financial situation.

Features

  • Easy Margin Account: Opening margin account is easy.
  • Simple Trading: Place orders easily via email or phone.
  • Digital Statements: Get your statements sent straight to your email, buy-sell, deposit-withdraw SMS. Portal.
  • Flexible Term Loan: Take advantage of various loan terms.
  • Competitive Rates: Enjoy market competitive interest rates, to know the interest rate please call our customer service +880 1701-217863.

Margin Products:

Regular Margin Loan

  • Minimum Margin (Client's Equity) Requirement is BDT 1,000,000
  • 15 Working days needed to Activate margin on newly opened code.
  • Loan ratio as per portfolio health.
  • Competitive interest rate.

Process for availing Margin Loan:

  • Opening a Magnin Account.
  • Depositing an amount.
  • Signing of Margin Agreement with PBSL.

List of Marginable Shares:

The Retail Desk is specifically tailored to meet the unique needs of individual Investors. This emphasis ensures that the services provided are precisely aligned with the requirements of everyday investors.

Features
  • Individualized Support: Support and advice are tailored to every client’s unique need.
  • Ease of Access: User-friendly trading platform and all services are made available in online and offline version.
  • Educational Materials: Access to market insights, IPO notes, technical analysis.
  • Adaptable Strategies: Guidance in strategy formulation in according to the client’s risk appetite and aligning strategies with individual goals.

Service of this desk is specially designed for larger entities like institutional investors, this desk specializes in handling significant trading volumes and provides services that meet the unique requirements of institutional trading strategies.

Target Audience 

The Institutional Desk is exclusively designed to meet the complex requirements of institutional investors, offering specialized services that cater to the unique nature of institutional trading.

Features
  • Institutional Expertise: RMs dedicated for institutional investors.
  • High Volume Handling: Capacity to manage significant trading volumes.
  • Strategic Consultation: Advisory services tailored for institutional trading strategies.
  • Dedicated Support: Exclusive assistance for institutional client needs.
  • Efficient Execution: Tailored execution strategies for large-scale trades.

Dedicated for supporting partners (merchant brokers) and affiliates, this desk focuses on aiding and resources to businesses or individuals who have a collaborative relationship with the Prime Bank Securities Limited.

Features
  • Partner-Centric Support: Designed specifically for PBSL’s business partners (i.e.: merchant banks, AMCs, sales-associates).
  • Market Color: Our RMs will keep investor updated about the trend in the market and research papers.
  • Technical Analysis Tools: With our OMS investors can access to Licensed Technical Analysis tools.
  • Prompt Support: Assistance with partner onboarding for smooth trade and access to all services of PBSL from a single desk.
  • Performance Monitoring: Regular reporting on the trade, performance and execution report.

The High-Net-Worth Desk, also known as PBSL XTRA, offers specialized services for High Net Worth (HNW) clients. Tailoring its support to the unique needs of HNW individuals provides a more personalized and exclusive trading experience.

Features
  • Exclusive HNW Desk to support the unique need of individual clients.
  • Services as you need, our XTRA RMs offer you any services as you need.
  • Assistance with portfolio management based on individual’s investment type, wealth goal and risk appetite.
  • Exclusive perks and regular rewards for HNW clients.
Wealth Management Service

Prime Wealth Management Partnership is a collaborative effort between Prime Bank Securities Limited (PBSL) and Prime Bank PLC to offer comprehensive wealth management services. Leveraging the expertise of both entities, our service aims to guide clients towards optimal investment opportunities, tailored to their financial goals and risk tolerance.

Key Features
  • Expert Guidance: Our team of Relationship Managers (RMs) at PBSL possesses extensive knowledge and experience in the financial markets. They are dedicated to understanding your unique financial situation and providing personalized investment advice.
  • Customized Investment Strategies: We recognize that every client has different investment objectives and risk preferences. Through thorough analysis and consultation, we develop customized investment strategies aligned with your financial goals.
  • Diverse Investment Options: With access to a wide range of investment products and services, including equities, bonds, mutual funds, and savings products offered by Prime Bank PLC, we offer diversified portfolios tailored to suit your needs.
  • Risk Management: We prioritize capital preservation and risk management in our investment approach. Our RMs continuously monitor market conditions and adjust portfolios accordingly to mitigate risks and maximize returns.
  • Transparent Reporting: Transparency is paramount in our client relationships. We provide regular, comprehensive reports detailing portfolio performance, investment allocations, and any changes made, ensuring you stay informed every step of the way.
  • Continuous Support: Our commitment to client satisfaction extends beyond initial consultations. We offer ongoing support and guidance, adapting investment strategies as your financial circumstances evolve.
How It Works
  • Initial Consultation: Our RMs meet with you to discuss your financial goals, risk tolerance, and investment preferences.
  • Portfolio Development: Based on the information gathered, we are developing a personalized investment strategy designed to meet your objectives.
  • Implementation: Once the investment strategy is approved, we execute the necessary transactions to build your portfolio, ensuring adherence to your risk parameters and investment guidelines.
  • Monitoring and Adjustments: We continuously monitor market conditions and portfolio performance. Adjustments are made as needed to optimize returns and manage risk effectively.
  • Regular Reviews: Scheduled review meetings allow us to assess progress towards your goals, address any concerns, and make strategic adjustments as necessary.
Why Choose Prime Wealth Management Partnership?
  • Expertise: Benefit from the combined expertise of PBSL and PBL, two trusted entities with a strong track record in the financial industry.
  • Personalized Service: Receive personalized attention and tailored investment advice from our team of experienced Relationship Managers.
  • Diversification: Access a diverse range of investment options to build a well-balanced portfolio suited to your financial objectives.
  • Transparency: Enjoy transparent reporting and regular communication to keep you informed about your investments' performance and any changes made.

Partner with Prime Wealth Management Partnership today and embark on a journey towards financial success with confidence and peace of mind.

Managed Account Service

The PBSL Managed Account service offers investors the opportunity to entrust the management of their investment portfolios to seasoned professionals at Prime Bank Securities Limited (PBSL). Designed for individuals seeking personalized investment strategies, this service aims to optimize returns while effectively managing risk.

Key Features
  • Professional Portfolio Management: Our team of experienced portfolio managers takes a proactive approach to managing your investments. Leveraging in-depth market research, analysis, and strategic insights, we construct and monitor portfolios tailored to your financial objectives and risk tolerance.
  • Customized Investment Approach: We recognize that every investor is unique. That's why we work closely with you to understand your financial goals, time horizon, income needs, and risk preferences. Based on this information, we develop a customized investment strategy aligned with your specific requirements.
  • Diversification: Diversification is a cornerstone of prudent investing. Our portfolio managers construct diversified portfolios comprising a mix of asset classes, including equities, bonds, mutual funds, and alternative investments, to help mitigate risk and enhance long-term returns.
  • Active Monitoring and Rebalancing: Markets are dynamic, and investment conditions can change rapidly. Our team monitors your portfolio closely, making timely adjustments to asset allocations, sector exposures, and individual holdings as warranted by market developments and your evolving financial situation.
  • Transparent Reporting: Transparency is paramount in our client relationships. You receive regular, comprehensive reports detailing your portfolio's performance, asset allocation, holdings, and any changes made. This transparent reporting empowers you to stay informed and make well-informed decisions.
  • Accessible Client Support: Our dedicated client support team is committed to providing prompt, attentive service whenever you need assistance or have questions about your managed account. We strive to ensure that you have a seamless and satisfying experience with PBSL.
How It Works
  • Initial Consultation: Your journey with PBSL Managed Account begins with an initial consultation. During this meeting, we discuss your investment objectives, risk tolerance, time horizon, and any specific preferences or constraints you may have.
  • Portfolio Construction: Based on the information gathered, our portfolio managers design a customized investment strategy tailored to your unique financial goals and circumstances. This strategy serves as the blueprint for constructing your managed portfolio.
  • Ongoing Management: Once your portfolio is established, our team actively manages it on your behalf. We conduct rigorous analysis, monitor market trends, and make strategic adjustments as needed to optimize performance and mitigate risk.
  • Regular Reviews: We conduct regular reviews of your portfolio's performance and progress towards your investment goals. These reviews provide opportunities to assess performance, discuss any changes in your financial situation, and adjust your investment strategy as necessary.
  • Client Communication: Communication is key to a successful client-advisor relationship. We maintain open lines of communication, providing regular updates on your portfolio's performance, market insights, and any relevant news or developments that may impact your investments.
Why Choose PBSL Managed Account?
  • Professional Expertise: Benefit from the expertise of seasoned portfolio managers with a deep understanding of the financial markets and a proven track record of delivering results.
  • Customized Solutions: Enjoy personalized investment strategies tailored to your unique financial goals, risk tolerance, and preferences.
  • Peace of Mind: Rest assured knowing that your investments are in capable hands, backed by a reputable financial institution committed to integrity, transparency, and client satisfaction.
  • Convenience: Save time and effort by entrusting the day-to-day management of your investments to our experienced team, allowing you to focus on other priorities.
  • Access to Resources: Gain access to PBSL's extensive research capabilities, market insights, and investment expertise, empowering you to make informed decisions and navigate changing market conditions effectively.

Partner with PBSL Managed Account and embark on a path to achieving your financial goals with confidence and peace of mind.

Bank A/c Info

Bank A/c Info

A/C Name: Prime Bank Securities Ltd

Bank Name: Prime Bank Ltd.

A/C No: 2104112013462

Routing No: 170274245

Branch Name: Motijheel Branch

Bank Name: ONE Bank Limited

A/C No: 001-5026026026

Routing No: 165275354

Branch Name: Principal Branch

Bank Name: Standard Chartered Bangladesh

A/C No: 77199 [Your Investor Code]

Routing No: 215261726

Branch Name: Gulshan Branch

Example: if your Investor Code is 12345 your Bank

Account Number will be 7719912345
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01701-217863