EMPOWERING BRIGHTER FUTURE THROUGH TRUSTED WEALTH MANAGEMENT
Client-focused solutions — from mutual funds to SMA-based wealth strategies.
EMPOWERING BRIGHTER FUTURE THROUGH TRUSTED WEALTH MANAGEMENT
EKUSH provide client-focused solutions—from mutual funds to personalized wealth strategies through Separately Managed Accounts (SMA)
Who We Are
Ekush Wealth Management Limited stands out in Bangladesh as one of the rare management-owned Asset Management Companies (AMCs), emphasizing a broad spectrum of wealth management solutions, including Mutual Funds and Separately Managed Accounts (SMAs). Ekush was granted its license by the Bangladesh Securities and Exchange Commission (BSEC) on November 20th, 2019.
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Happy Clients
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Assets Under Management
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Value Generated
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Withdrawals Faciliated
Ekush started its journey with a vision centered on 'wealth management for the greater good'. Our priority is to serve a greater number of clients rather than focusing solely on the total assets under management. This approach allows Ekush to extend its services to a broader community, irrespective of their wealth size.
Mr. Md. Waliullah, FCA
Chairman
Ekush may not be among the largest in terms of asset under management but one of the very few AMCs which prioritizes the well-being of its clients above all else. Our unwavering commitment to ethics and integrity will uphold Ekush as the most reliable and responsible Fund Manager in Bangladesh.
Mr. Swadesh Ranjan Saha, FCA, FCS
Vice-Chairman
Funds We Manage
Ekush First Unit Fund
An open-end fund that holds a balanced portfolio of equity and debt securities, with allocations adjusted according to the relative attractiveness of each asset class
An open-end fund with a greater emphasis on equity investments, which is likely to be more volatile but has the potential for higher returns over the long term.
An open-end fund that invests exclusively in fixed-income securities and IPOs, offering investors a tax-efficient way to gain exposure to fixed-income investments.
This model fosters a more aligned and conflict-free environment, where the long-term interest of both Ekush and clients are closely intertwined.
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Quality Of The Team
The team consists of three Fellows of the Chartered Accountants (FCA) and three CFA Charterholders, collectively bringing over 100 years of experience to the table.
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Superior Return
Ekush ranks among the top fund managers, distinguished by our proven track record of market-beating returns. This exceptional performance is the result.
Ekush First Unit Fund · since Mar 2020
EFUF
+128.89%
DSEX
+36.64%
Ekush Growth Fund · since Feb 2022
EGF
+50.81%
DSEX
-17.32%
Ekush Stable Return Fund · since Mar 2023
ESRF
+47.97%
9.5% FDR
+35.58%
Cumulative return since each fund’s inception vs. its benchmark over the same period. FDR modelled at 9.5% p.a., compounded.
Working with Ekush has been a truly rewarding experience. From my very first interaction, their team demonstrated a high level of professionalism, transparency, and care. They guided me thoughtfully in selecting the right funds and helped me time my investments strategically, always keeping my financial goals as the top priority. What impressed me most was their balanced approach — they are equally eager and responsive when it comes to collecting funds and when it's time to withdraw. This level of commitment builds trust and clearly shows that they genuinely prioritize their clients' interests, not just inflows. I also reached out to them for investments beyond mutual funds, and they took the time to understand my goals and risk profile before offering clear, customized guidance. It's been a pleasure working with Ekush, and I wholeheartedly wish them ongoing success and growth in the journey ahead.
As a businessman with a demanding schedule, I needed a way to grow my savings steadily without the need for active management. That's when I came across Ekush Wealth Management Limited and their Ekush Stable Return Fund (ESRF). This fixed income fund was exactly what I was looking for—consistent returns with minimal risk. What truly set it apart was its tax-efficient structure, allowing me to benefit not only from steady income but also from favorable tax treatment on returns. Additionally, the Ekush team provided valuable guidance on how to optimize tax efficiency by strategically realizing gains from the fund. Their transparent, knowledgeable, and client-focused approach has made a strong impression. I highly recommend Ekush to anyone looking for a smart, low-maintenance investment with meaningful tax advantages.
I've invested in all three funds managed by Ekush Wealth Management Limited, and the experience has been more rewarding than I had anticipated. Their approach to fund management reflects a strong foundation in research, discipline, and a deep understanding of market dynamics. What stands out to me is how consistently their funds perform, even when market indices fluctuate. When I inquired about the reason behind this steady performance, they mentioned that thoughtful asset allocation plays a key role. Beyond results, it's the professionalism, clarity, and client-focused approach that have truly built my trust in Ekush. I'm genuinely looking forward to continuing this journey with them.
As a treasury professional focused on capital preservation, liquidity, and stable returns, I have consistently been impressed by Ekush Wealth Management Limited's expertise and disciplined approach to investing. Their Ekush Stable Return Fund exemplifies a thoughtfully designed fixed-income strategy, underpinned by the team's strong analytical capabilities and deep insight into market dynamics. The fund's careful duration management, rigorous credit risk assessment, prudent asset selection, and tax-efficient structure offer the predictability, consistency, and after-tax value that investors depend on. What distinguishes Ekush further is their commitment to transparency and proactive communication. Their clear reporting, timely market insights, and willingness to engage on developments make decision-making far more straightforward. Ekush has proven to be a reliable partner, delivering a risk-conscious, professionally managed, and tax-efficient fixed-income solution that can meet the evolving treasury and investment needs of financial institutions and insurance companies with confidence.
Over the past couple of years, the team at Ekush has managed my wealth with exceptional care and insight. I was initially hesitant to invest, but their personalized approach, clear communication, and strategic guidance quickly earned my trust. They've given me both confidence and peace of mind, and I truly appreciate their professionalism and unwavering commitment to their clients.
As both a former employee and an investor in Ekush's fund, I've had the unique opportunity to experience Ekush's operations from both an internal and external perspective. What stands out most is their meticulous, research-driven approach to fund management and their unwavering commitment to a "Client First" philosophy. Every decision is made with the investor's best interest at heart, and this principle is reflected in their consistent performance and transparent communication. Ekush operates with a deep sense of responsibility, backed by a strong foundation of excellence and integrity. Their dedication to doing what's right for their clients is what truly sets them apart. I would highly recommend Ekush to any potential investor seeking a trustworthy and performance-driven investment partner.
Mr. Muhammad Shohiduzzaman
Principal Consultant, M Shohiduzzaman & Associates Advisor and Director
Working with Ekush has been a truly rewarding experience. From my very first interaction, their team demonstrated a high level of professionalism, transparency, and care. They guided me thoughtfully in selecting the right funds and helped me time my investments strategically, always keeping my financial goals as the top priority. What impressed me most was their balanced approach — they are equally eager and responsive when it comes to collecting funds and when it's time to withdraw. This level of commitment builds trust and clearly shows that they genuinely prioritize their clients' interests, not just inflows. I also reached out to them for investments beyond mutual funds, and they took the time to understand my goals and risk profile before offering clear, customized guidance. It's been a pleasure working with Ekush, and I wholeheartedly wish them ongoing success and growth in the journey ahead.
Mr. Khan Muhammad Kawser Ahmed
Founder & CEO of SOFTEKO, Director of OZLEON FZ-LLC
As a businessman with a demanding schedule, I needed a way to grow my savings steadily without the need for active management. That's when I came across Ekush Wealth Management Limited and their Ekush Stable Return Fund (ESRF). This fixed income fund was exactly what I was looking for—consistent returns with minimal risk. What truly set it apart was its tax-efficient structure, allowing me to benefit not only from steady income but also from favorable tax treatment on returns. Additionally, the Ekush team provided valuable guidance on how to optimize tax efficiency by strategically realizing gains from the fund. Their transparent, knowledgeable, and client-focused approach has made a strong impression. I highly recommend Ekush to anyone looking for a smart, low-maintenance investment with meaningful tax advantages.
Mr. HASIB MUSTABSIR
Chief Executive Officer and Managing Director at Red.Digital Limited
I've invested in all three funds managed by Ekush Wealth Management Limited, and the experience has been more rewarding than I had anticipated. Their approach to fund management reflects a strong foundation in research, discipline, and a deep understanding of market dynamics. What stands out to me is how consistently their funds perform, even when market indices fluctuate. When I inquired about the reason behind this steady performance, they mentioned that thoughtful asset allocation plays a key role. Beyond results, it's the professionalism, clarity, and client-focused approach that have truly built my trust in Ekush. I'm genuinely looking forward to continuing this journey with them.
Mr. Nazmul Ahsan, CFA
Acting Head of Treasury, BRAC Bank PLC
As a treasury professional focused on capital preservation, liquidity, and stable returns, I have consistently been impressed by Ekush Wealth Management Limited's expertise and disciplined approach to investing. Their Ekush Stable Return Fund exemplifies a thoughtfully designed fixed-income strategy, underpinned by the team's strong analytical capabilities and deep insight into market dynamics. The fund's careful duration management, rigorous credit risk assessment, prudent asset selection, and tax-efficient structure offer the predictability, consistency, and after-tax value that investors depend on. What distinguishes Ekush further is their commitment to transparency and proactive communication. Their clear reporting, timely market insights, and willingness to engage on developments make decision-making far more straightforward. Ekush has proven to be a reliable partner, delivering a risk-conscious, professionally managed, and tax-efficient fixed-income solution that can meet the evolving treasury and investment needs of financial institutions and insurance companies with confidence.
Mr. Rajiv Hassan
Chief Product Officer, SELISE Group
Over the past couple of years, the team at Ekush has managed my wealth with exceptional care and insight. I was initially hesitant to invest, but their personalized approach, clear communication, and strategic guidance quickly earned my trust. They've given me both confidence and peace of mind, and I truly appreciate their professionalism and unwavering commitment to their clients.
Mr. Mahfuzul Islam
Associate Relationship Manager, IDLC Finance PLC
As both a former employee and an investor in Ekush's fund, I've had the unique opportunity to experience Ekush's operations from both an internal and external perspective. What stands out most is their meticulous, research-driven approach to fund management and their unwavering commitment to a "Client First" philosophy. Every decision is made with the investor's best interest at heart, and this principle is reflected in their consistent performance and transparent communication. Ekush operates with a deep sense of responsibility, backed by a strong foundation of excellence and integrity. Their dedication to doing what's right for their clients is what truly sets them apart. I would highly recommend Ekush to any potential investor seeking a trustworthy and performance-driven investment partner.
Meet The Senior Team
Mr. Kazi Ahsan Maruf, CFA
Managing Director
Mr. Maruf brings over 18 years of experience in the investment management industry. Prior to joining Ekush Wealth Management Limited as Managing Director, he served as the CEO of IL Capital Limited. He began his career as an Investment Analyst and later advanced to roles in risk and portfolio management. Passionate about investor education, he has also taught investment courses on a voluntary basis. A CFA charterholder and member of the CFA Society Bangladesh, Mr. Maruf holds a BBA in Finance from the University of Dhaka. His vision is to help investors achieve their long-term financial goals through value-driven strategies.
Mr. Shuva Saha is the Director and Chief Strategy Officer at Ekush Wealth Management Limited, with over 17 years of experience in the financial sector. Prior to joining Ekush, he was with Modhumoti Bank Limited, where he played a key role as a member of the Bank's Investment Committee. A CFA charterholder since 2017, Mr. Saha holds both BBA and MBA degrees in Finance from the University of Dhaka. He is dedicated to strategic planning, investment management, and building strong client networks. His expertise extends to managing relationships with stakeholders and business partners to drive long-term value and growth.
Mr. Md. Mominul Hoque, CFA
Director & Chief Investment Officer
Mr. Md. Mominul Hoque brings over 17 years of distinguished experience in the investment management industry. Prior to joining Ekush Wealth Management Limited, he served as the Managing Director and Chief Executive Officer of Community Bank Investment Limited. He is a CFA charterholder and an active member of the CFA Society Bangladesh. Mr. Hoque holds a Bachelor of Business Administration (BBA) in Finance from Independent University, Bangladesh. His deep analytical acumen, strategic investment insight, and strong fund management capabilities have been instrumental in establishing our funds as top performers within the industry.