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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 as-
sist 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 client’s wealth. In financial product and user experience innova-
tion, it is unorthodox and future thinking. Our business has been constructed upon the core
principle of client’s 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 un-
certainty. But the requisite expertise to analyze and apply this massive amount of data and in-
formation 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 compet-
itive financial market. Hopefully we can bridge the gap between introduction and a relation-
ship 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 Com-
mission (BSEC) and it is also a full service Depository Participant of Central Depository Bang-
ladesh 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 wide-
ranging base of stock market investors.
To ensure client’s satisfaction, SBL is always one step ahead and ready with the latest technol-
ogy and innovative services. With heavy investment in information infrastructure and data sci-
ence 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 in-
vestors, and fund managers. SBL treats its high net worth client with extra care and custom-
ized service with its wide network of market deal generation, research and rates. The local in-
stitutions 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 mon-
ey, 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 Shel-
tech 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 Bro-
kerage 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 unbreaka-
ble 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 evi-
dence 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.
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 of-
fering 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. SBL’s investment team uses a variety of proprietary and non-
proprietary 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 infor-
mation include other general information and analysis as may be appropriate under the cir-
cumstances.
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 client’s investments will fluctuate
due to market conditions and other factors. The investment decisions made and the actions taken for advisory ac-
counts 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 follow-
ing 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 customer’s 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 de-
signed with the least amount of step for the client to cross. We focus on online and telephone
services just to meet client’s 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 or-
ganization 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
Chairman
Dr. Toufiq M. Seraj
Managing Director
Engr. Kutubuddin Ahmed is the Chairman of Sheltech Pri-
vate Limited. With a Mechanical Engineering degree from
BUET, he is an Entrepreneur, Industrialist, Business Manag-
er and Market Specialist with extensive experience in com-
merce and industry.
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 po-
sitions 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 Es-
tate & Housing Association of Bangladesh (REHAB) for
three consecutive terms (2000-2006). He was also the Presi-
dent of Bangladesh Society for Total Quality Management
(BSTQM) and Bangladesh Tennis Federation (BTF).
Engr. Choudhury
Jamal Ashraf
Director
Tanvir Ahmed
Director
Board of Directors Mr. Tanvir Ahmed specializes in business management and ad-
ministration. He obtained a Master Degree in Business Admin-
istration from Cardiff University, a Diploma in Strategic Organi-
zation Management and Managerial Accounting from the Lon-
don School of Economics and a Bachelor of Arts degree (with
H o n o r s ) f r o m K i n g s t o n U n i v e r s i t y , U K .
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 Hu-
man 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 of-
ficer in the Government. He has extensive professional experi-
ence in the field of construction and project management.
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
Chief Executive
Officer
Manna Shome
Head of Operation
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.
The Head of Operations, Manna Shome brings in multinational expe-
rience 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 manage-
ment of a financial institution into Sheltech Brokerage Limited. He
also has work experience in multinationals such as Unilever Bangla-
desh Limited.
Management 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 tal-
ent pool and integrating data infrastructure with HR decision making.
Md Rakibul Hasan has made himself a name for generating opti-
mum 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.
Md. Mahmudul
Hasan Khan
Head of HR
Md. Rakibul
Hasan
Head of Sales &
Trading
S.M. Ferdaus Hussain comes from diverse work experiences. His ex-
pertis ranges from Finance & Accounts supervision to Merchant Bank-
ing 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.
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 invest-
ment banking, Portfolio Management and the job of a Sell Side Equity
Analyst. He is currently overlooking all the research publication and
advising the high net worth clients of sheltech on investment deci-
sion.
S.M. Ferdaus
Hussain
Head of Finance &
Accounts
N.M. Al Hossain
Head of Research &
Investment
Contact Address
Corporate Office
14, Dilkusha C/A (5th floor)
Dhaka-1000
+88027115433
www.sheltechbrokerage.com
Contact Address
Corporate Office
14, Dilkusha C/A (5th floor)
Dhaka-1000
+88027115433
www.sheltechbrokerage.com
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 compa-
ny has a heavy focus on high net worth and institutional client servicing with its fundamental and
quantitative research offerings.
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