CAPM Advisory

Company typePrivate
Founded2012
HeadquartersDhaka, Bangladesh
Headcount101–250
GTM typeB2B
OfferingServices

What CAPM Advisory does

CAPM Advisory Limited is a privately held merchant bank headquartered in Dhaka, Bangladesh, founded in 2012. The firm operates two principal service pillars: Equity Capital Management, which encompasses IPO and RPO advisory, rights issues, underwriting, corporate advisory, and capital raising for corporate issuers; and Portfolio Management, which offers three discretionary account formats — Investor Discretionary Account (IDA), Portfolio Managers Discretionary Account (PMDA), and a Shariah-compliant Islamic Portfolio (Yakin). Supporting services cover primary and secondary market activities, research and investment advisory, and dedicated onboarding infrastructure for Non-Resident Bangladeshis (NRBs) and foreign investors.

The firm's revenue model is built on professional services fees generated from capital markets transactions (IPO advisory, underwriting, rights-issue advisory, corporate advisory) combined with recurring fee income from discretionary portfolio management. Pricing is quote-based and negotiated on a per-transaction basis depending on deal size and complexity; multi-year contractual arrangements are noted. Technology footprint is modest: a digital client portal with login and account-opening capabilities for portfolio clients, plus a public-facing website detailing issuer mandates.

CAPM serves corporate issuers across pharmaceuticals (AFC Health, Indo-Bangla Pharmaceuticals), paints (BD Paints), textiles (Ring Shine Textiles), technology (Subra Systems), and financial services (IPDC), as well as individual and institutional investors seeking discretionary portfolio management. Distribution is relationship-led via direct corporate outreach, supported by LinkedIn and Facebook presence. The firm is led by Founder and Chief Technical Advisor Mahmud Hussain, operates with 101-250 employees, and serves a single-country (Bangladesh) market with no disclosed expansion plans beyond its current domestic focus.

CAPM Advisory firmographics

Firmographics

Name: CAPM Advisory
Legal name: CAPM Advisory Limited
Website: https://capmadvisorybd.com
Company type: Private
Founded year: 2012
Operating status: Operating
Headcount range: 101–250 employees
Ownership category
akta.pro rank

CAPM Advisory industry classification

Industry

Product category: Investment Banking
NAICS: Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
SIC: Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)
akta.pro primary industry: Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)
akta.pro secondary industries: Equity Capital Markets Advisory (Equity Issuance Strategy & Readiness) (FSACAAAI), Corporate Finance & Capital Advisory (BPAHADAB), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

Investment banking services
Portfolio management services
Corporate advisory services
Underwriting services
Capital raising services

Where CAPM Advisory is headquartered

Location

Headquarters

HQ city: Dhaka
HQ country: Bangladesh
HQ region: Asia

Offices1 record

Markets served

CAPM Advisory business model

Business model

GTM type: B2B
Offering type: Services
Cost components: Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

IPO Advisory Services: Corporate advisory fees for initial public offerings, including pre-IPO preparation and listing support
Underwriting: Fees earned from underwriting equity and debt securities issuances on behalf of corporations
Portfolio Management: Fees from managing discretionary investment accounts for high net worth individuals and institutional clients
Rights Issue Advisory: Advisory fees for companies conducting rights offerings to existing shareholders
Research & Investment Advisory: Investment research and advisory service fees

Pricing tiers

Model	Billing	Price
Other	Multi-year contract	Custom enterprise pricing

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

CAPM Advisory product offering

Product offering

Core offering

CAPM Advisory Limited is a Bangladesh-based merchant bank that provides investment banking and portfolio management services. Its equity capital management offerings include IPO and RPO advisory, rights issue advisory, underwriting, corporate advisory, and capital raising for corporate issuers. Its portfolio management offerings include discretionary accounts (IDA and PMDA) and a Shariah-compliant Islamic Portfolio for individual and institutional investors, supplemented by research, investment advisory, and foreign investor support services.

Product overview

CAPM Advisory is a merchant bank providing financial services in Bangladesh. The company operates through two primary service pillars: Equity Capital Management (covering IPO & RPO, Right Issues, Underwriting, Corporate Advisory, and Capital Raising) and Portfolio Management (offering IDA, PMDA, and Islamic Shariah-compliant Portfolio services). Additional services include Primary Market Services, Secondary Market Services, Research & Investment Advisory, and Foreign Investor Support Services. The firm also facilitates various investment products including subordinated bonds for clients such as IPDC.

Differentiator

Problem solved

Functional benefit

Products and services

IPO Advisory Pre-IPO and IPO preparation advisory service covering feasibility assessment, listing strategy, prospectus compilation, and IPO coordination for private and public companies seeking to list on Bangladesh stock exchanges.
Corporate Advisory Corporate advisory service covering initial public offerings, secondary fundraising, and strategic capital markets advice for private and public companies in Bangladesh.
Capital Raising Capital raising service for companies seeking to raise equity capital through IPOs and additional equity offerings on Bangladesh public markets.
Right Issue Advisory Advisory service for companies conducting rights offerings, enabling existing shareholders to subscribe to additional shares in proportion to their holdings.
Underwriting Investment banking service for raising capital through equity or debt securities issuance, with risk distribution among syndicate banks and merchant bankers.
Portfolio Management Discretionary portfolio management service for individual and institutional investors, delivered via Investor Discretionary Accounts (IDA), Portfolio Manager Discretionary Accounts (PMDA), and a Shariah-compliant Islamic Portfolio.
Research & Investment Advisory Services Equity and capital markets research and investment advisory services for investor and corporate clients operating in Bangladesh.
Foreign Investor Support Services Support service for foreign investors and Non-Resident Bangladeshis (NRBs) seeking to invest in Bangladesh capital markets, including account opening and regulatory facilitation.

Quantifiable outcome

Successfully executed multiple IPO transactions across diverse sectors including paints, pharmaceuticals, textiles, and technology

Companies that use CAPM Advisory

Customer profile

Named customers6 records

Segments3 records

Ideal customer profiles2 records

CAPM Advisory technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Feature3 records

CAPM Advisory partnerships and signals

Strategic signal

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

CAPM Advisory competitors and assessment

Company assessment

Direct peers

IDLC Investments Limited: One of Bangladesh's largest merchant banks offering IPO advisory, underwriting, portfolio management, and research — same business model, same regulatory regime, and overlapping product set as CAPM Advisory.
LankaBangla Investments Limited: Dhaka-based merchant bank providing equity capital market services, underwriting, and portfolio management, directly competing for the same corporate issuers and high-net-worth investor base.
BRAC EPL Investments Limited: BRAC-affiliated merchant bank offering IPO advisory, underwriting, and discretionary portfolio management — directly comparable business mix and competitive set in Bangladesh's mid-tier merchant banking market.
EBL Investments Limited: Subsidiary of Eastern Bank offering merchant banking, portfolio management, and research services in Bangladesh; competes for the same corporate ECM mandates and discretionary AUM clients.
Green Delta Securities Limited: Bangladesh merchant bank providing capital markets services including IPO sponsorship, underwriting, and portfolio management — directly overlapping in product offering and target clients.
Shahjalal Islami Bank Securities Limited: Securities arm of Shahjalal Islami Bank offering merchant banking, brokerage, and portfolio management services in Bangladesh; a directly comparable competitor especially on Shariah-compliant offerings.
AIBL Capital Markets Services Limited: Capital markets arm of Al-Arafah Islami Bank providing underwriting, portfolio management, and corporate advisory in Bangladesh; competes head-on for Islamic/Shariah-compliant mandates.
Prime Finance Investment Limited: Bangladesh merchant bank offering underwriting, portfolio management, and issue management services; competes in the same Dhaka ECM advisory and discretionary AUM segments.

Regional players

AAA Finance & Investment Limited: Bangladesh merchant bank offering portfolio management and issue management services; comparable in scale and service mix though primarily focused on the domestic Dhaka market.
Bankers Capital Limited: Bangladesh-licensed merchant bank providing equity advisory, underwriting, and portfolio management services; competes in the same Dhaka market with overlapping product categories.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

CAPM Advisory financial estimates

Financial estimate

Revenue estimate

Valuation estimate

CAPM Advisory leadership team

Management profile

Number of profiles

Profiles1 record

CAPM Advisory funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

CAPM Advisory M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CAPM Advisory

What does CAPM Advisory do?

Is CAPM Advisory a public or private company?

CAPM Advisory is a private company. It is classified as unknown and is currently operating.

When was CAPM Advisory founded?

CAPM Advisory was founded in 2012. It employs 101 to 250 people.

Where is CAPM Advisory based?

CAPM Advisory is headquartered in Dhaka, Bangladesh, in the Asia region.

How does CAPM Advisory make money?

Five revenue lines are on record. IPO Advisory Services are the primary driver. The others are underwriting, portfolio Management, rights Issue Advisory and research & Investment Advisory.

Who are CAPM Advisory's main competitors?

Direct peers on record are IDLC Investments Limited, LankaBangla Investments Limited, BRAC EPL Investments Limited, EBL Investments Limited, Green Delta Securities Limited, Shahjalal Islami Bank Securities Limited, AIBL Capital Markets Services Limited and Prime Finance Investment Limited. Regional players are AAA Finance & Investment Limited and Bankers Capital Limited.

Does CAPM Advisory have an API?

No public API is recorded for CAPM Advisory.

What industry is CAPM Advisory in?

CAPM Advisory's product category is Investment Banking. Its primary akta.pro industry code is BPAHAOAL, Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory), with a secondary code of FSACAAAI, Equity Capital Markets Advisory (Equity Issuance Strategy & Readiness). Its NAICS code is 523940 and its SIC code is 6211.