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Start your Investment journey with

Sheltech Brokerage
Limited

Paramount Importance for us is Relationships


Its An Avenue to Wealth Maximization
Relationships whether that are developed naturally or built with the help of referrals, become
special on mutual respect, trust, commitment and understanding. With a vision to be one of
the largest brokers within the country, we think building lasting relationships is the key to assist our client in their boldest steps in moving forward in the complexity of the stock market.
Sheltech Brokerage Limited (SBL) is an organization where orthodoxy and conservativeness is
cherished when it comes to clients wealth. In financial product and user experience innovation, it is unorthodox and future thinking. Our business has been constructed upon the core
principle of clients wealth maximization. Today, enormous growth in economy has spawned
new, and significant, capital funding opportunities. Without question, better decisions are
now possible. Timely access to in-depth information helps reduce the risks associated with uncertainty. But the requisite expertise to analyze and apply this massive amount of data and information requires greater knowledge, skill and sophistication than ever before. Building on
existing relationships helps us further our boldest steps in a much more complex and competitive financial market. Hopefully we can bridge the gap between introduction and a relationship and let SBL be an integral part of your wealth building plan as we have done with many
strong working relationships with our clients, underwriters, traders and partners throughout
Bangladesh and the world. For a growing number of institutions, money managers, high net
worth individuals, retail investors, SBL has and will continue to build lasting relationships.

WHO WE ARE?
Sheltech Brokerage Limited is a TREC-holder of Dhaka Stock Exchange Limited (DSE) and
holds a Stock-Broker & Stock-Dealer license from Bangladesh Securities and Exchange Commission (BSEC) and it is also a full service Depository Participant of Central Depository Bangladesh Limited (CDBL).

In 2013 the Sheltech Pvt. LTD, the board of directors, along with the current management of
Sheltech Brokerage Limited made an acquisition of GQ Securities Limited. With this, SBL
started its journey on DSE. The company was transformed to the market leading standard just
within six month of the acquisition. We have earned this recognition through our performance
and our clients head on, with initiative, insight and innovation.

Our professionals offer a wealth of expertise accumulated from their prior experience in major
firms throughout the industry. We offer a full range of brokerage services geared to a wideranging base of stock market investors.

To ensure clients satisfaction, SBL is always one step ahead and ready with the latest technology and innovative services. With heavy investment in information infrastructure and data science SBL wants to lead from the front when it comes to value investing, algorithmic trading
and predictive analysis in Bangladesh capital market.

With its approach to investment, SBL has already gained attention from the international investors, and fund managers. SBL treats its high net worth client with extra care and customized service with its wide network of market deal generation, research and rates. The local institutions have found the SBL brokerage services useful and the institutional client base of
Sheltech Brokerage Limited is growing at tremendous pace.

SBL is owned by some of the most prominent figures and business ventures of Bangladesh and
South East Asia as a whole. The owners of the Company have the vision to take SBL up to the
top of the industry and expand the reach of this brand to the other branches of the financial
industry. As a client, you can expect full commitment from the Sheltech brand with your money, because Sheltech Brokerage Limited will not only provide you the best trade execution in
the market, it will also ensure that your wealth grows to the highest echelon of the market, not
decline in the midst of confusion and irrational exuberance.

Growth
As a young organization it holds some of the most promising indicators of the local capital
market. The new management led the organization to a more than 874.0% turnover growth
scenario in the first 9 month of its running. During the same time the market share of Sheltech Brokerage Limited rose from 0.2% to 2.0% , also Sheltech Brokerage Limited climbed up
135 places in the DSE rank table. Sheltech completed the year with 27th place in the ranking
on December and completed February 2015 as 16th on the rank table. This way, Sheltech Brokerage Limited started the journey to become the number one of its industry.

Vision

Our vision is to be the forerunner in the local financial industry in terms of setting unbreakable standards.

Mission
We, the management of Sheltech Brokerage Limited take a vow to provide light speed services
to our client with pioneering quality. Increasing customers wealth is maximizing shareholders
value, this is the notion we carry for our business. All our decision is based on superior evidence and logic. Through market research and fundamental following, we maximize wealth.

Service Principles

Highest level of integrity in service

Education of client and proper communication with them on changing market situation.

Execution with supreme speed and efficiency

Data driven approach for forecasting market scenario, research & rational thinking at the
heart of every decision

Innovation for breaking norms and setting finest standards

Brand
Sheltech Brokerage Limited is the part of Sheltech brand, which is a celebrated brand for its
prime quality in the real estate industry of Bangladesh. The vision is to use the Sheltech brand
and penetrate in every form financial products of the financial services industry. We vow to
make efforts that will circumvent any kind of adulteration of the Sheltech brand and will only
lead it to magnificence.

Core Doctrines
The values that drives us in quest of our mission.

Key Services
Sales and Trading services

The finest trade execution

State-of-the-art sales service

Foreign & Institutional Broking

Cutting edge research

Finest trade execution

Block deal generation

Market wide network

Prime rate for prime clients

Clearing Service

Due time clearing

In house Clearing tracker

Collaboration with and pressurization on other partners for due time clearing

DP Service
Sheltech is a full service Depository Participant for both the equity bourses of Bangladesh. All
the DP services are provided through online support as well as with offline guidance.

These DP services include:

BO Registration

Security Dematerialization and Re-materialization

Securities Transfer and Transmission

Securities Pledging, Un-Pledging and Confiscation

Asset Custody

Ownership Change

Key Services
Margin Facilities

Lowest margin loan rate

Advice on risk minimization

Equity Research
For risk minimization and wealth maximization of High Net worth clients, Foreign Clients &
Institutional Clients, Sheltech Brokerage hosts its own Equity Research Team. The team is
comprised of both CFA charter holders and seasoned data scientists. The Equity Research offering includes:

Proprietary Indices

Daily Important News Recap

Daily Market Commentary

Weekly Market Commentary

Monthly Market Commentary

Quarterly Economy Prognosis

Mutual Fund Analysis

Sector Report

Valuation and Comp Sheets

Other form of customized research and Data services

Online Services

I-Trading

Online Trading

Exclusive Financial Portal for online clients

SMS & E-Statement Service

Online Portfolio Checking

Advisory Services for High Net Worth


Clients
SBL and its research & investment team offer advisory services across asset/sector classes,
and the risk spectrum. SBLs investment team uses a variety of proprietary and nonproprietary analysis and data to evaluate investment options and formulate investment advice
for investor accounts. The methods of analysis and particular account characteristics will vary
depending on the particular investment strategy offered, but may include fundamental or
quantitative (including asset allocation models) analysis. Additional sources of research information include other general information and analysis as may be appropriate under the circumstances.

Advisory driven clients should understand that all investment strategies and the investments made pursuant to
such strategies involve risk of loss, including the potential loss of the entire investment in the advisory accounts,
which clients should be prepared to bear. The investment performance and the success of any investment strategy
or particular investment can never be predicted or guaranteed, and the value of a clients investments will fluctuate
due to market conditions and other factors. The investment decisions made and the actions taken for advisory accounts will be subject to market, liquidity, currency, economic, political and other risks, and investments may lose
value.

Sheltech Difference
Customized Services
Sheltech is committed to the needs of its Foreign & Institutional clients. For the movement of
large size of funds efficiently and with maximum amount of output, Sheltech provides following customized services to the high net worth individuals,

Customized research services to the client

Trade ideas on suitable investment

Block Deal generation

Customized service rate

Global Standard
In a frontier market like Bangladesh, Sheltech is an organization that is committed to generate
developed market flavor for its clients. The standard is kept for all tier of customers, in every
stratum of services.

Client Orientation
We design service thinking a customers point of view, and maintain the service with the state
of the art customer care team. From trade execution to balance transfer, the services are designed with the least amount of step for the client to cross. We focus on online and telephone
services just to meet clients need anytime, anywhere.

Data & Reasoning

Each and every Decision we take are driven by evidence and logic. Our in house data science
team takes care of predictive modeling that monitors and predicts all the KPIs of a full service
broker and the management takes necessary steps to prepare for the situation. It is in the organization culture to anticipate future movement based on historical data and flawless logic.

Clean Balance Sheet


From the time of acquisition Sheltech board members and management has made sure the
balance sheet is toxic asset free. The zero toxic asset position lets us move freely in the market
and there is zero chance of any agency dilemma.

Board of Directors
Engr. Kutubuddin Ahmed is the Chairman of Sheltech Private Limited. With a Mechanical Engineering degree from
BUET, he is an Entrepreneur, Industrialist, Business Manager and Market Specialist with extensive experience in commerce and industry.
Engr. Kutubuddin
Ahmed
Chairman

Dr. Toufiq M. Seraj


Managing Director

He is also the Chairman and Founder of Envoy Group. He is


the Former President of Bangladesh Garment Manufacturers
and Exporters Association (BGMEA), Metropolitan Chamber
of Commerce and Industry (MCCI). He is also the Former
Secretary General of Bangladesh Olympic Association
(BOA). He is associated with several professional, social and
sports organizations.

Dr. Toufiq M. Seraj is the Founder Managing Director of


Sheltech Private Limited. He is an Engineer and Planner by
profession. He holds a Ph.D. degree in Civic Design from the
University of Liverpool, UK. He formerly held academic positions in the Department of Urban and Regional Planning at
Bangladesh University of Engineering and Technology
(BUET). He has wide range of publications in national and
international journals.
He is the Chairman of Forum for Physical Development of
Bangladesh (FPD). He is the former President of Bangladesh
Institute of Planners (BIP). He was the President of Real Estate & Housing Association of Bangladesh (REHAB) for
three consecutive terms (2000-2006). He was also the President of Bangladesh Society for Total Quality Management
(BSTQM) and Bangladesh Tennis Federation (BTF).

Board of Directors
Mr. Tanvir Ahmed specializes in business management and administration. He obtained a Master Degree in Business Administration from Cardiff University, a Diploma in Strategic Organization Management and Managerial Accounting from the London School of Economics and a Bachelor of Arts degree (with
Honors)
from
Kingston
University,
UK.

Tanvir Ahmed
Director

As the Director (Development) of Sheltech, he is in charge of the


development and operation of the Platinum Chain of Hotels,
which are the first boutique hotels in Bangladesh. He is also in
charge of the coordination of Supply Chain Management and Human Resource Development of Sheltech Private Limited.

Engr. Choudhury Jamal Ashraf is the Vice Chairman & CEO of


Sheltech Engineering Ltd. Engr. Choudhury is a civil engineering
graduate from BUET. Prior to joining business he was BCS officer in the Government. He has extensive professional experience in the field of construction and project management.
Engr. Choudhury
Jamal Ashraf
Director

Currently he is a Director of Forum for Physical Development of


Bangladesh (FPD), He is the former President of Sylhet Club
Limited.

Management

Moin Uddin

The current CEO, Moin Uddin worked as a key personnel in both


IDLC Securities and City Brokerage, the two top brokerages of the
country. Dealing with high net worth clients, Moin Uddin managed
one of the largest portfolios of local capital market. The experience is
reflected in the new client base of Sheltech Brokerage as it has built
a large base of high net worth clients within a very short time. He
promotes a culture where institutional and high net worth clients
receive customized and specialized services.

Chief Executive
Officer

Manna Shome
Head of Operation

The Head of Operations, Manna Shome brings in multinational experience and standard in Sheltech Brokerage as well. Previously, he
worked as one of the key persons of the UCB Capital Management
LTD, and later on, he brought his knowledge of operation management of a financial institution into Sheltech Brokerage Limited. He
also has work experience in multinationals such as Unilever Bangladesh Limited.

Management
Md. Mahmudul
Hasan Khan

Mr Mahmudul Hasan has the experience of handling the talent pool of


the top companies of the local financial industry, and IT industry. His
work portfolio includes LankaBangla Securities, Samsung Bangladesh
Research & Development Center, and Pacific Bangladesh Telecom.
His expertise includes psychometric assessment of organizations talent pool and integrating data infrastructure with HR decision making.

Head of HR

Md. Rakibul
Hasan
Head of Sales &
Trading

S.M. Ferdaus
Hussain

Md Rakibul Hasan has made himself a name for generating optimum efficiency in trading. He has a vast experience in dealing with
institutional accounts and large fund management. Previously He
has worked at the then largest merchant bank AB Bank Investment,
and largest brokerage house Lankabangla Securities. His experience
in building companies and taking them to the highest scale is being
used for Sheltech Brokerage at the moment.

S.M. Ferdaus Hussain comes from diverse work experiences. His expertis ranges from Finance & Accounts supervision to Merchant Banking operations , Management Information System, and all the back
office operation of a brokerage house. His prior experience before
Sheltech Brokerage includes Union Capital and Unicap Securities.

Head of Finance &


Accounts

N.M Al Hossain is the brain behind the value investing approach of


Sheltech Brokerage. His prior organizations includes Next Capital
Partners, Mindspring Research, Zenith Investment Ltd., and Asian
Tiger Capital Partner. His experience and Expertise includes investment banking, Portfolio Management and the job of a Sell Side Equity
N.M. Al Hossain
Analyst. He is currently overlooking all the research publication and
Head of Research & advising the high net worth clients of sheltech on investment decision.
Investment

Start your Investment journey with

Sheltech Brokerage
Limited

About Sheltech Brokerage LTD


Sheltech Brokerage Limited is a full service broker operating in Dhaka Stock Exchange. Founded
in 2014, the company has already joined the ranks of the top brokers of the industry. The company has a heavy focus on high net worth and institutional client servicing with its fundamental and
quantitative research offerings.

Contact Address
Corporate Office
14, Dilkusha C/A (5th floor)
Dhaka-1000
+88027115433
www.sheltechbrokerage.com

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