Easy Invest - Now Anyone can Invest!

Easy Invest is a discretionary portfolio management product that will build your portfolio over time, with small investments at regular intervals. As fund manager, IDLC will follow a disciplined and structured investment process, and reduce the risk of market volatility.

Key Features

  • Easy Invest can be started with very small amount of money, so it is affordable
  • "Auto Debit" instruction facility to eliminate need for physical submission of cheques
  • Opportunity to get rebate on income tax and tax exemption for individual on capital gain
  • Reduces risk because of cost averaging over a long time horizon
  • Accidental Death and Disability Insurance Coverage up to BDT 1 Lac per year (optional)
  • Long term financial solutions for children’s education, marriage etc.
  • Disciplined and systematic approach of investment

Key Information

  • Monthly investment amount (Individual/Institutions): BDT 3,000 & in multiple of BDT 1,000
  • Investment Tenure : 3, 5 & and 10 years

Fees and Charges

  • Account Opening Fee: BDT 500
  • Management Fee: 3.00% p.a on market value of securities, charged quarterly
  • Settlement Fee: 0.50% on transaction value
  • Insurance Premium: BDT 74 per year (optional)
  • Early Exit Fee: 3.00% within 6 months and 1.00% before maturity
  • Out of Pocket and Third Party Charges (Central Depository, SMS charges etc.): At actual basis

* Subject to change at the discretion of portfolio Manager

Required Documents

  • 1 Passport Size Photograph of Applicant (Applicant’s signature and name in block letter)
  • 1 Passport Size Photograph of Nominee (Attested by the Applicant)
  • Photocopy of National ID (Applicant and Nominee). In case the nominee is minor, a document of guardian must be provided by the applicant
  • If National ID is not available, Photocopy of Passport/Driving License/Nationality Certificate with attested photo and Bank Certificate needs to be provided
  • Cheque Leaf/Bank Statement/Bank Certificate
  • Photocopy of Employee ID Card/Letter of Introduction from Employer/Visiting Card/Approval of Operational Head (if Applicant is a service holder)
  • Trade License (if Applicant is a business person)
  • 12 Digit Tin Certificate (Optional)
  • If Applicant is Housewife and does not have own income source, then the following documents are required to verify the source of fund:
  • National ID of Husband
  • Photocopy of Employee ID Card/Letter of Introduction from Employer/Visiting Card/Approval of Operational Head (if Husband is a service holder)
  • Trade License (if Husband is a business person) 
  • If the applicant is Retired Person, then the following document is required to verify the source of fund:
  • Release Letter/Employee ID Card/Visiting Card from the last employer

Contact Person's Information

  • Mohammad Nayem Uddin: +8801730 374571
  • Abir Hussain Talukdar: +8801708 803430
  • Mahmudur Rahman : +8801700 707606
  • Ashraful Islam : +8801700 707607