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Portfolio Management Downloads

AEI Bank's Investment Management team is well equipped to help its customers benefit from the potential of world's major financial markets. With a successful history of good performance spanning over three decades, AEI Bank can tailor a diversified portfolio invested in the world's major equities, bonds, offshore funds, currencies, structured products and other specialized securities denominated in world's major currencies for customers desirous of growth, income or balanced portfolio returns suiting their objectives and varying investment time horizons.

Salient Features

- Professional supervision of Investments
- Attractive returns
- Liquidity
- Diversification
- Automatic reinvestment
- Global remittances, guarantees etc
- Overdraft at attractive rates against portfolio, upto 50% of equity.
- Regular review
- Confidentiality
- Lower cost
- Attractive returns on idle cash balances.

Diversification and Liquidity

Investment portfolio of each customer is carefully designed to suit his investment objectives and due care is taken to diversify amongst various investments so that funds are not blocked in any one sector / country. AEI bank is conservative in its approach and the bulk of assets are invested in global bond markets and quoted securities. Being quoted investments they can be liquidated at short notice, which ensures liquidity if required.

Managed Investment Account

Managed Investment Account service has been designed to achieve benchmark returns for the investors through diversification into global investment markets, including local and international markets. Managed Investment Account services are available for both residents as well as non residents. The salient features of the product are as below:

- Managed Investment Account can be operated on discretionary as well as on advisory basis.

- Managed Investment Account can be opened with a minimum of USD 25,000

- Management Fee : 1% per anum for maintaining the account.

- Redemption Fee : Nil

- Redemption : Portfolio can be redeemed at the market value, at any time, by giving one month’s notice. Whereas,  for immediate encashment of portfolio there is a 1% early redemption charge.

- Partial encashment of the portfolio is also possible.

- Performance Fee : Nil

-Short term borrowing facility is available upto 50% of the market value of the clients investment.

- Regular monthly statements are sent to account holders to keep them updated on their portfolio and its performance.

- For fulfilling any short-term / urgent liquidity requirements, smaller amounts may be borrowed against the portfolio.

- Application Form needs to be filled and signed by the client and a photocopy of the passport  must be attached. The Client is needed to visit the Bank with original documents for verification, when opening the account.

- Remittance : Funds can be remitted to the account either through a bank transfer or by cheque / bank draft.

- Additional Information : If you have any queries or require further information please contact:

Syed Abdullah Ahmed 
E-mail : Abdullah@aeibank.com


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