BMA

INVESTMEN
T ADVISORS
LIMITED

Think Investments - Think BMA

 Group Chairman BMA Capital

Mr. Moazzam M. Malik – Chairman BMA Capital is one of the Founding Partners of BMA Capital since
1992. He has been instrumental in transforming the firm from the country’s first professionally managed
and a top 5 player in securities brokering, investment banking & asset management.

He was pivotal in the deregulation of the telecom sector which ultimately led to the explosive growth and
raised over US$1bn for the Government of Pakistan in licensing fees and has successfully led Advisory
Mandates in Privatizations of the GP making BMA Capital one of the largest contributor of revenues (USD
5.5 billion in privatization).

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 President

Mr. Mian Qasim Saeed Ahmed – President BMA Investment Advisors Limited.

Seasons change, certainties and economies shift, but one thing that remains steadfast is our commitment
to customers.

Our Investment Advisors are dedicated to understanding clients’ needs, building deep relationships with
them and helping them to reach their financial goals.

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Corporate Honor – BMA Capital
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Corporate Honor – BMA Investment Advisors
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Why BMA?
We are the pioneers of SMA (Separately Managed Accounts), with a strong focus towards providing a complete
financial solution to our clients while paying specific attention to their portfolios with transparency at every step.
Following is a brief description of some of the factors that sets us apart;

Client focused management

• Management of client portfolios in accordance to their risk and return objectives.
• Provision of compliance report for regulatory submission (if required).
• Focused, objective based attention to all portfolios irrespective of fund size.
• Close liaising with clients’ finance teams/trustees
• Monthly FMR and Fund Manager review for qualifying clients

Real time portfolio analysis and Customer Services

• Transparency and real time portfolio analysis through the BMA SMA Portal; an unrivalled product in the country
allowing access to all types of analysis and reports at any point in time
• Access to research reports, historic returns, and portfolio summary, the portal provides live mini version of FMR
to our investors.
• Prime focus on customer interaction and experience allowing clients to connect with our teams in just one click.

Cost Advantage and opportunity gains

• Extremely low costs as compared to Mutual Funds.
• No hidden costs.
• The client directly receives the income pertaining to their investment, unlike Mutual Funds/Fund of Fund where
the income gets diluted.
BMA Investment Advisor’s Advisory Portfolio – Sector Wise

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Glimpses of our SMA Portal
BMA Client

BMA Client

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Glimpses of our SMA Portal
BMA Client

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BMA |Investment Approach

BMA – Discretionary Management

BMA is responsible for decisions based on set parameters
• Decisions of buy and sell in portfolios are taken by portfolio
manager under the supervision of the Investment Committee
from your investment account
• Best execution
• Full and transparent reporting

BMA – Non Discretionary Management

Client and BMA adopt a joint decision making approach on agreed
parameters.
• Customised Equity and Fixed Income avenues
• Best customised execution
• Customised risk management
• In-house research sharing

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 Disclaimer

This investment proposal has been made for the prospective client by BMA Investment
Advisors Limited. All investments in SMA and related products are subject to market
risks. Please read the product information and other related documents before investing.
Historical return is no guarantee of future return. Please consider your specific
investment requirements before choosing a sfund, or designing a portfolio that suits your
needs.

Thank You 12

Level 9, Unitower, I. I. Chundrigar Road,

Karachi, Pakistan

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