Services

Portfolio Management Services

SEML offers a wide range of portfolio management services for both individual and institutional clients as well as provides margin loan facilities to the client, if required. SEML designed different types of product aiming to serve all groups of investor based on their needs through combining expertise of highly experienced and skilled portfolio management and research team.

  • Non-Discretionary Portfolio

    In which, the investor will manage the portfolio investment account by his/ her sole discretion and decision as well as will be responsible for bearing risks and returns of the same. Merchant Bank will provide advisory, research information, custodial, management and record keeping services on behalf of the account holder.

    Types of Accounts:

    • Margin Account
    • Non Margin Account

    Fees and Charges:

    Particulars

    Fees & Charges

    Management Fee

    0.50% (on market value of the portfolio)

    Interest On Margin

    12.00%

    Transaction & Settlement fees

    0.40%

  • Discretionary Portfolio

    This type will be managed by a group of trained professionals of Merchant Bank on behalf of the portfolio account holder and the portfolio under this category will be designed, managed and maintained considering the investors’ risks and returns objectives. However, the account holder will bear risks and returns of the portfolio.

    Types of Accounts:

    • Margin Account
    • Non Margin Account

    Fees and Charges:

    Particulars

    Fees & Charges

    Management Fee

    2.50% (on market value of the portfolio)

    Interest On Margin

    12.00%

    Transaction & Settlement fees

    0.40%

  • Systematic Investment Plan