Portfolio Management Services and Investment Performance of IDLC Investment Limited (IDLCIL)

Abstract

IDLC Investments Limited (IDLCIL) to take place its activities from August 16, 2011 to deal merchant banking services to both individual and institutional clients. Following the regulation of the Securities & Exchange Commission (SEC), IDLC designed an individual subsidiary on May 19, 2010 in the name of “IDLC Investments Limited”. In short period of time IDLCIL has achieved a lot and became one of the major contributors of profit and revenue for IDLC Finance Ltd. Discretionary Portfolio Management (DPM) has played an important part in the achievements of IDLCIL. They are successfully serving their individual and institutional clients. This report describes the experiences and practical learning from working in IDLCIL as an intern for three months. Firstly, I describe wrote a brief about IDLC Investment Ltd. Then I gave small descriptions of my contribution and my learnings. In this process of corporate environment and practical knowledge, I have been able to find my capabilities and lacking. I have included the product and services, try to compare their activities with LankaBangla Finance Limited (LBFL) and also included the financial highlights of IDLC Investment Ltd in the analysis part. The remaining part is findings, recommendation & conclusion. In the process, I have gather and improved a clear idea about corporate skills which may add value in my corporate life.