Ekush Wealth Management Limited (EKUSH) is a Bangladesh-based Asset Management Company (AMC) registered with Bangladesh Securities and Exchange Commission (BSEC) that offers professional investment solutions through Mutual Funds and Separately Managed Accounts (SMA). With a vision of "Wealth Management for the Greater Good," Ekush started its journey in 2019 and currently serves more than 500 investors with its 3 mutual funds and Separately Managed Accounts.
This comprehensive guide covers everything about Ekush Wealth Management - their services, mutual funds, performance, fees, contact information, and why they stand out as one of the few Management-owned AMCs in Bangladesh.
What Is Ekush Wealth Management?
Company Overview
Full Name: Ekush Wealth Management Limited (EKUSH)
Type: Asset Management Company (AMC)
Registration: Registered with Bangladesh Securities and Exchange Commission (BSEC)
Founded: March 2019
License Granted: November 20, 2019
Vision: "Wealth Management for the Greater Good"
Management Structure: One of the few Management-owned AMCs in Bangladesh
Current Investors: More than 500 investors
Services Offered:
- Mutual Funds (3 open-end funds)
- Separately Managed Accounts (SMA)
- Corporate Advisory
- Structured Finance
- Wealth Management
Company Philosophy
Investor-First Approach:
- At Ekush, they strive to be "asset manager, not asset gatherer"
- Focus on improving the investment ecosystem for investors
- Create long-term wealth by prudently investing money through mutual funds
- Committed to delivering best possible solutions in wealth management, corporate advisory, and structured finance
- Objective to provide sustainable risk-adjusted returns to investors
- Facilitate worthy investment opportunities through structured financial solutions
Focus Area:
- Primary focus is on open-end mutual funds
- Allow unitholders to purchase or redeem units at prevailing Net Asset Value (NAV) at any time
- Daily liquidity for investors
- Lowest fees in the industry
Ekush's Three Mutual Funds
Ekush provides a diverse lineup of open-end mutual funds - professionally managed, with daily liquidity and the lowest fees in the industry.
1. Ekush First Unit Fund
Overview:
- Open-end mutual fund
- Professionally managed equity fund
- Focus on long-term capital appreciation
Performance Highlights:
- NAV per Unit: BDT 15.431
- Return Since Inception: 119.66%
- Fund Size: BDT 288 Crore
- 1-Year Return: 55.73%
- 3-Year Return: 60.42%
- 5-Year Return: 67.91%
- 7-Year Return: 83.29%
- 10-Year Return: 83.29%
Performance vs Market Index:
- Ekush First Unit Fund Inception Return: 119.66%
- DSEX Index Inception Return: 22.00%
- Outperformance: 97.66% higher than market index
Recent Performance:
- 1 Year: 55.73%
- 6 Months: 50.27%
- 3 Months: 50.27%
- Year-to-Date (YTD): 50.27%
- Units in Circulation: 265 (as of June 20, 2026)
- Current NAV: BDT 14.54
- Inception Date: June 4, 2020
2. Ekush Growth Fund
Overview:
- Open-end equity mutual fund
- Focus on growth-oriented stocks
- Capital appreciation focus
Performance Highlights:
- NAV per Unit: BDT 12.39 (as of June 20, 2026)
- Return Since Inception: 26.81%
- 1-Year Return: 3.95%
- 3-Year Return: 5.62%
- 5-Year Return: 13.19%
- 7-Year Return: 26.81%
- 10-Year Return: 26.81%
Performance vs Market Index:
- Ekush Growth Fund Inception Return: 26.81%
- DSEX Index Inception Return: 22.00%
- Outperformance: 4.81% higher than market index
Recent Performance:
- 1 Year: 3.95%
- 6 Months: 3.95%
- 3 Months: 3.95%
- Year-to-Date (YTD): 3.95%
- Monthly Performance (February 2026): 9.28%
3. Ekush Stable Return Fund
Overview:
- Open-ended mutual fund
- Focus on capital protection with stable returns
- Mid-and large-cap stocks with high priority on capital protection
Fund Approval:
- BSEC approved draft prospectus on December 21, 2022
- BSEC 848th meeting approval
Fund Structure:
- Primary Target Size: Tk 25 Crore
- Sponsor Contribution (Ekush Wealth Management Ltd): Tk 2.5 Crore
- Investor Contribution: Tk 22.5 Crore
- Face Value per Unit: Tk 10 each
Fund Structure Details:
- Trustee: Sandhani Life Insurance Company Limited
- Custodian: Brac Bank Ltd
- Asset Manager: Ekush Wealth Management Ltd
Investment Strategy:
- Focus on mid-and large-cap stocks
- Capital protection getting high priority
- Stable return focus
Ekush Wealth Management Services
1. Mutual Funds Service
What It Is:
Professional open-end mutual funds that allow investors to pool money for diversified investment in stocks, bonds, and other securities.
Features:
- 3 open-end mutual funds available
- Daily liquidity (purchase or redeem anytime)
- Buy/sell at prevailing NAV
- Professional fund management
- Lowest fees in industry
- Diversified portfolio
- Regulatory protection (BSEC-registered)
Benefits:
- Professional management
- Diversification across multiple stocks
- Lower risk through portfolio spread
- Liquidity - sell anytime
- Transparent NAV reporting
- Tax benefits up to BDT 500,000
2. Separately Managed Accounts (SMA)
What It Is:
Individual investment accounts professionally managed by Ekush for high-net-worth investors.
Features:
- Personalized portfolio management
- Customized investment strategy
- Direct ownership of securities
- Professional management
- Regular reporting
Benefits:
- Fully customized to your goals
- Direct control over investments
- Professional expertise
- Tax efficiency
- Privacy and confidentiality
3. Corporate Advisory Service
What It Is:
Professional advisory services for corporations on financial matters, restructuring, and strategic decisions.
Services Include:
- Corporate restructuring
- Financial advisory
- Strategic planning
- Capital structure optimization
- Mergers and acquisitions advisory
4. Structured Finance Service
What It Is:
Customized financial solutions designed to meet specific client needs and objectives.
Services Include:
- Structured investment products
- Customized financing solutions
- Financial product design
- Risk management solutions
5. Wealth Management Service
What It Is:
Comprehensive wealth management solutions for individuals and families to preserve and grow wealth.
Services Include:
- Investment planning
- Portfolio management
- Retirement planning
- Estate planning
- Tax planning
- Financial goal setting
Benefits:
- Holistic approach to wealth
- Professional guidance
- Long-term wealth creation
- Risk management
- Tax optimization
Learn, Plan, and Invest with Ekush
Ekush offers a complete investor journey with three main sections: Learn, Plan, and Invest.
Learn Section
Purpose:
- Before investing anywhere, you need to know the key facts
- Section is interesting and simple to read
- Comprehensive enough to help you invest wisely
What You Learn:
- Key facts about investments
- Mutual fund basics
- Risk management
- Market understanding
- Investment strategies
Plan Section
Purpose:
- Secure your future with planning calculators
- After planning you will know your goals, your plan, and Ekush's recommendations
Planning Tools Available:
1. Asset Allocation Planner
- Most important decision of your life
- How to allocate your assets properly
2. Retirement Planner
- When to retire?
- Don't be a burden to others
- Calculate retirement corpus needed
3. Dream Home Planner
- There's no place like home
- Plan for buying your dream home
- Calculate home purchase corpus
4. Child Education Planner
- Education brings opportunity
- Plan for child's education expenses
- Calculate education corpus needed
5. Child Marriage Planner
- Beginning of a happy life!
- Plan for child's marriage expenses
- Calculate marriage corpus needed
6. Tax Reduction Planner
- How to reduce tax expenses?
- Maximize tax benefits through mutual funds
- Calculate tax savings
7. Wealth Creation Planner
- How much money are you really making?
- Calculate true investment returns
- Track wealth growth
Invest Section
Purpose:
- First you learn, then earn by investing among various funds of Ekush
- Learn about different funds before investing
Available Funds:
- Ekush First Unit Fund - Equity fund with 119.66% return since inception
- Ekush Growth Fund - Growth-oriented equity fund
- Ekush Stable Return Fund - Capital protection focused fund
Investment Process:
- Choose your fund
- Open account with required documents
- Submit investment application
- Make payment
- Receive units at current NAV
- Monitor and redeem anytime
Performance Comparison: Ekush Funds vs Market Index
Ekush First Unit Fund Performance Breakdown
Since Inception:
- Ekush First Unit Fund: 119.66%
- DSEX Index: 22.00%
- Outperformance: +97.66%
1 Year:
- Ekush First Unit Fund: 55.73%
- DSEX Index: 22.00%
- Outperformance: +33.73%
3 Years:
- Ekush First Unit Fund: 60.42%
- DSEX Index: 22.00%
- Outperformance: +38.42%
5 Years:
- Ekush First Unit Fund: 67.91%
- DSEX Index: 22.00%
- Outperformance: +45.91%
7 Years:
- Ekush First Unit Fund: 83.29%
- DSEX Index: 22.00%
- Outperformance: +61.29%
Key Insight: Ekush First Unit Fund consistently outperforms market index by significant margin across all time periods.
Ekush Growth Fund Performance Breakdown
Since Inception:
- Ekush Growth Fund: 26.81%
- DSEX Index: 22.00%
- Outperformance: +4.81%
1 Year:
- Ekush Growth Fund: 3.95%
- DSEX Index: 22.00%
- Underperformance: -18.05%
3 Years:
- Ekush Growth Fund: 5.62%
- DSEX Index: 22.00%
- Underperformance: -16.38%
5 Years:
- Ekush Growth Fund: 13.19%
- DSEX Index: 22.00%
- Underperformance: -8.81%
Key Insight: Ekush Growth Fund has modest outperformance since inception but underperformed in recent periods. Long-term performance needs improvement.
Why Choose Ekush Wealth Management?
1. Management-Owned AMC
Ekush is one of the few Management-owned AMCs in Bangladesh, which means:
- Management has direct ownership stake
- Better alignment with investor interests
- Long-term commitment to fund performance
- Accountability to shareholders
2. Lowest Fees in Industry
Ekush offers lowest fees in the industry, which means:
- Higher net returns for investors
- Lower expense ratio
- More value for your money
- Cost-effective investing
3. Daily Liquidity
All Ekush mutual funds are open-end funds with:
- Purchase or redeem units at any time
- No lock-in period
- No penalty on early withdrawal
- Money in 3-5 business days
- High flexibility
4. Professional Fund Management
- Experienced fund managers
- Research-driven investment decisions
- Active portfolio management
- Strategic asset allocation
- Risk management expertise
5. BSEC Regulatory Protection
- Registered with Bangladesh Securities and Exchange Commission
- Regular compliance audits
- Strong investor protection
- Transparent operations
- Regulated oversight
6. Investor-First Approach
- Strive to be "asset manager, not asset gatherer"
- Focus on improving investment ecosystem
- Create long-term wealth prudently
- Deliver best possible solutions
- Provide sustainable risk-adjusted returns
7. Proven Performance
Ekush First Unit Fund:
- 119.66% return since inception
- 55.73% return in last 1 year
- Consistently outperforms market index by 61-97%
Industry Recognition:
- Ekush Growth Fund ranked among notable gainers in February 2026 with 9.28% monthly return
8. 500+ Trusted Investors
- Currently serves more than 500 investors
- Growing investor base
- Trusted by retail and institutional investors
- Strong investor confidence
How to Invest with Ekush Wealth Management
Step 1: Learn About Funds
- Visit Ekush website
- Read about different funds
- Understand risk-return profiles
- Check performance history
- Compare with market indices
Step 2: Plan Your Investment
- Use planning calculators
- Set financial goals
- Determine investment amount
- Choose time horizon
- Assess risk tolerance
Step 3: Choose Your Fund
For High Growth:
- Ekush First Unit Fund (119.66% inception return)
For Balanced Growth:
- Ekush Growth Fund (26.81% inception return)
For Capital Protection:
- Ekush Stable Return Fund (stable returns focus)
Step 4: Open Account
Documents Required:
- National Identity Card (NID) copy
- BO (Beneficiary Owner) account number
- Bank account information
- Photograph
- Completed application form
Where to Open:
- Visit Ekush office in Niketan, Gulshan 1, Dhaka
- Register online on ekushwml.com
Step 5: Make Investment
Investment Options:
Lump Sum:
- Minimum: BDT 1,000 typically
- One-time investment
SIP (Systematic Investment Plan):
- Minimum: BDT 5,000 monthly (individuals)
- BDT 10,000 monthly (institutions)
- Regular monthly investing
Step 6: Receive Units
- Units allocated based on current NAV
- Get unit certificate or electronic confirmation
- Track investment online
- Monitor NAV updates regularly
Step 7: Monitor and Redeem
- Check NAV regularly on website
- Review performance reports
- Redeem anytime (open-end funds)
- Money in 3-5 business days
- No penalty on early withdrawal
Ekush Wealth Management Contact Information
Office Address
Primary Location:
17, Road No. 1, Block A, Niketan
Gulsan 1, Dhaka 1212
Bangladesh
Alternative Location:
12 R.K Mission Road
1st Floor, Property Heights
Dhaka 1203, BD
Contact Numbers
Phone:
- +8801713086101
- +880 1906-440541
Operating Hours:
- Sunday – Thursday
- 10:00 AM – 6:00 PM
- Closed on Friday and Saturday
Email
Email Address:
info@ekushwml.com
Website
Official Website:
https://ekushwml.com
What You Can Do on Website:
- Learn about mutual funds
- Use planning calculators
- Invest in funds online
- Check NAV updates
- View performance history
- Download fund documents
- Contact customer support
FAQs About Ekush Wealth Management
Q1: What is Ekush Wealth Management?
Ekush Wealth Management Limited is a Bangladesh-based Asset Management Company (AMC) registered with BSEC that offers investment solutions through Mutual Funds and Separately Managed Accounts. Founded in 2019, they serve 500+ investors with 3 mutual funds and SMA services.
Q2: Is Ekush registered with BSEC?
Yes, Ekush Wealth Management Limited is an Asset Management Company registered with Bangladesh Securities and Exchange Commission (BSEC).
Q3: What mutual funds does Ekush offer?
Ekush offers 3 open-end mutual funds:
- Ekush First Unit Fund (119.66% return since inception)
- Ekush Growth Fund (26.81% return since inception)
- Ekush Stable Return Fund (capital protection focus)
Q4: What is the minimum investment with Ekush?
Lump Sum: BDT 1,000 typically
SIP: BDT 5,000 monthly (individuals), BDT 10,000 monthly (institutions)
Q5: Can I redeem Ekush mutual fund units anytime?
Yes, all Ekush funds are open-end funds with daily liquidity. You can purchase or redeem units at prevailing NAV at any time with no lock-in period and no penalty on early withdrawal.
Q6: What are Ekush's fees?
Ekush offers the lowest fees in the industry, which means higher net returns for investors with lower expense ratio.
Q7: How does Ekush First Unit Fund perform compared to market?
Ekush First Unit Fund has significantly outperformed market:
- 119.66% return since inception vs DSEX 22.00%
- Outperformance: +97.66% higher than market index
Q8: What services does Ekush offer besides mutual funds?
Besides mutual funds, Ekush offers:
- Separately Managed Accounts (SMA)
- Corporate Advisory
- Structured Finance
- Wealth Management
Q9: Where is Ekush office located?
Ekush office is located at: 17, Road No. 1, Block A, Niketan, Gulsan 1, Dhaka 1212
Q10: How do I contact Ekush?
Phone: +8801713086101 or +880 1906-440541
Email: info@ekushwml.com
Website: https://ekushwml.com
Hours: Sunday-Thursday, 10 AM - 6 PM
Summary: Ekush Wealth Management at a Glance
Company: Ekush Wealth Management Limited (EKUSH)
Type: Asset Management Company (AMC)
Registration: BSEC-registered
Founded: March 2019
Vision: "Wealth Management for the Greater Good"
Investors: 500+ trusted investors
Mutual Funds: 3 open-end funds
Services:
- Mutual Funds
- Separately Managed Accounts (SMA)
- Corporate Advisory
- Structured Finance
- Wealth Management
Key Features:
- Management-owned AMC (one of few in Bangladesh)
- Lowest fees in industry
- Daily liquidity (open-end funds)
- Professional fund management
- BSEC regulatory protection
- Investor-first approach
- Proven performance (119.66% on First Unit Fund)
Fund Performance:
- Ekush First Unit Fund: 119.66% return since inception, 55.73% (1 year)
- Ekush Growth Fund: 26.81% return since inception, 3.95% (1 year)
- Ekush Stable Return Fund: Capital protection focus
Contact:
- Address: 17, Road No. 1, Block A, Niketan, Gulsan 1, Dhaka 1212
- Phone: +8801713086101
- Email: info@ekushwml.com
- Website: https://ekushwml.com
- Hours: Sunday-Thursday, 10 AM - 6 PM
Why Choose Ekush:
- Management-owned with investor alignment
- Lowest fees = higher returns
- Daily liquidity with no lock-in
- Professional expertise
- BSEC protection
- Investor-first philosophy
- Proven outperformance (61-97% above market)
- 500+ trusted investors
For professional wealth management solutions with proven performance, lowest fees, and daily liquidity, Ekush Wealth Management stands out as a trusted AMC in Bangladesh. Start your investment journey today at https://ekushwml.com or contact them at +8801713086101. For mutual fund investment guidance and comparative analysis, follow biniyog.com.bd – your trusted partner in smart investing in Bangladesh.
