Investment Planning Services

Grow Your Wealth,
Beat Inflation, Retire Free.

Personalized investment strategies for Bangladesh investors — from your first SIP to a fully diversified ৳1 Cr+ portfolio.

Portfolio Value +16.4%
৳ 1,24,80,000
Started with ৳25 Lakh • 8 years
20182026
৳2,800+ Cr
Assets Under Advisory
1,200+
Active Investors
16.4%
Avg. Annual Return
27+
Years of Trust

See Your Money Grow

Interactive calculator — adjust inputs and watch compounding work.

5,00,000
৳1L৳1Cr
10 years
1 yr30 yrs
*Assumes 12% average annual return (Balanced portfolio)
Future Value
15,52,924
+৳ 10,52,924 gain
Start Investing

Choose Your Portfolio Style

Three pre-built strategies, fully customizable to your goals.

Conservative

Expected returns: 8-10%
Risk: Low
Allocation
Bonds60%
Equity25%
Cash15%

Balanced

Expected returns: 12-15%
Risk: Medium
Allocation
Equity50%
Bonds35%
Alternative15%

Aggressive

Expected returns: 18-22%
Risk: High
Allocation
Equity70%
Alternative20%
Bonds10%

Asset Classes We Cover

Diversification across 6+ asset categories.

Equity (DSE/CSE)

15-20%

Listed Bangladesh stocks

Fixed Income

8-11%

Bonds, FDR, T-Bills

Real Estate

10-14%

Commercial & residential

Mutual Funds

12-18%

Open & closed-end funds

Alternative

20%+

PE, VC, commodities

Gold & Metals

9-12%

Hedge against inflation

Life-Stage Planning

Investment Plans for Every Life Stage

Your strategy evolves as you do.

Age 20s
Wealth Foundation
Build emergency fund, start SIP, learn the markets.
Age 30s
Growth Phase
Aggressive equity allocation, real estate entry, tax planning.
Age 40s
Wealth Acceleration
Diversify portfolio, children's education, retirement corpus.
Age 50s
Capital Preservation
Shift to balanced allocation, estate planning, legacy building.
Age 60s+
Retirement Income
Annuities, dividend income, wealth transfer strategies.

Investment Tiers

Choose the level of service that matches your portfolio.

Starter

৳1 Lakh+

Personal SIP plans, basic portfolio review, quarterly check-ins.

  • Monthly SIP setup
  • Basic risk profile
  • Email support
MOST POPULAR

Premium

৳25 Lakh+

Custom portfolio, tax optimization, dedicated advisor.

  • Custom allocation
  • Tax-loss harvesting
  • Phone + WhatsApp support
  • Quarterly review meetings

Wealth

৳1 Cr+

Full wealth management, family office, estate planning.

  • Multi-asset portfolio
  • Estate & succession
  • 24/7 advisor access
  • Monthly performance reports
  • Alternative investments

Our Investment Principles

The four pillars guiding every recommendation.

01

Diversification First

Never put all eggs in one basket. We balance across 6+ asset classes.

02

Long-Term Thinking

Wealth compounds. We plan in decades, not quarters.

03

Risk-Adjusted Returns

Maximum gain for your risk tolerance — never reckless.

04

Tax Efficiency

Every recommendation accounts for Bangladesh tax structure.

Real Investor Stories

Actual results from our investors (with consent).

+320%

Started with ৳10 Lakh in 2018. Today my portfolio is ৳42 Lakh. Their disciplined approach changed my financial life.

D
Dr. Ayesha Rahman
Consultant Physician
+38%

I tried managing my own investments for years — always lost money. Two years with their team and I'm up 38%.

F
Faruk Ahmed
Business Owner
৳28L corpus

SIP of ৳25,000/month for 8 years. Bought my flat with the corpus. Best decision ever.

N
Nazia Islam
IT Professional

Investor Questions

Common questions from first-time and seasoned investors.

We accept investors from ৳1 Lakh+ for our Starter tier. Premium and Wealth tiers start at ৳25 Lakh and ৳1 Cr respectively.
Free Consultation

Start Your Wealth Journey Today

Book a free 30-minute consultation. We'll review your goals and recommend a personalized plan — no commitment required.