Bourse Securities

Name

Bourse Securities

Legal name

Bourse Securities Limited

Website

https://bourseinvestment.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Investment Services & Brokerage

NAICS

Investment Banking and Securities Intermediation (523150), Open-End Investment Funds (525910)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Securities Borrowing & Lending (Equities/Bonds) (FSACAIAC)

akta.pro secondary industry

Money Markets & Short-Term Funding (T-Bills, CP, CDs) (FSACAEAG)

Keywords

• Stock brokerage services
• Mutual fund management
• Retirement fund solutions
• Fixed income trading
• Investment advisory

Headquarters

HQ city

Chaguanas

HQ country

Trinidad & Tobago

HQ region

Latin America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Stock Brokerage Commissions: Revenue generated from buying and selling stocks, shares, and securities on behalf of clients. Commission rates are tiered based on transaction value.
2. Mutual Fund Management: Management and administration of six mutual funds including SAVINVEST Capital Growth Fund (TT), SAVINVEST India Asia Fund (US), SAVINVEST Investment Income Fund (US), SAVINVEST Structured Investment Fund (TT), SAVINVEST Group Retirement Fund, and SAVINVEST Individual Retirement Fund.
3. Bond Brokerage: Fixed income debt instrument trading including TT Government bonds and US corporate bonds with minimum investments of TT$100,000 and US$25,000 respectively.
4. Repurchase Agreements: Fixed-income money market instruments providing customizable Repo facilities in both TT Dollar and US Dollar investments with interest rate and tenor stated at investment start.
5. International Stock Trading: Trading international stocks and Exchange Traded Funds (ETFs) through BourseTrader service with US trading hours, including ticket charges and percentage-based commission.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Bourse Securities Limited is a private, independent investment services firm in Trinidad and Tobago that provides brokerage and investment management services. It runs the SAVINVEST family of mutual funds (Capital Growth Fund TT, India Asia Fund US, Investment Income Fund US, and Structured Investment Fund TT), offers local and international stockbroking (via the TTSE Online Trading Platform and BourseTrader), and provides bond brokerage, repurchase agreements, and group/individual retirement fund solutions for clients in Trinidad and Tobago.

Product overview

Bourse Securities offers a comprehensive suite of investment services and financial products. The core offerings include the SAVINVEST family of mutual funds (Capital Growth Fund TT, India Asia Fund US, Investment Income Fund US, and Structured Investment Fund TT), retirement solutions (Group and Individual Retirement Funds), stockbroking services (local via TTSE and international via BourseTrader), bond brokerage, and repurchase agreements. These products are supported by financial planning tools including an Investment Selector Tool, Retirement Calculator, and Compound Interest Calculator. The company serves both individual and institutional investors in Trinidad and Tobago with personalized investment guidance.

Differentiator

Problem solved

Functional benefit

Brands

• SAVINVEST: Brand name for mutual fund products including Capital Growth Fund (TT), India Asia Fund (US), Investment Income Fund (US), and Structured Investment Fund (TT)
• BourseTrader

Products and services

• SAVINVEST Capital Growth Fund (TT) A TT Dollar denominated equity mutual fund allowing investors to participate in local, regional, and international stock markets, seeking medium to long-term growth of capital through a diversified portfolio of shares. Minimum initial investment: TT $5,000; minimum subsequent: TT $100.
• SAVINVEST India Asia Fund (US) A US Dollar denominated mutual fund offering exposure to Indian and Asian equity markets through a diversified portfolio of companies domiciled in India and other Asian jurisdictions. Minimum initial investment: US $2,000; minimum subsequent: US $200.
• SAVINVEST Investment Income Fund (US) A US Dollar income mutual fund investing in a diversified portfolio of debt securities and contracts collateralized by marketable securities, designed to generate returns superior to US$ benchmark money market rates. NAV: $10.00 with quarterly distribution.
• SAVINVEST Structured Investment Fund (TT) A TT Dollar fixed income mutual fund allowing investors to earn competitive returns with low risk, designed for short to medium term investors seeking returns superior to benchmark money market rates. Minimum initial: TT $10,000; minimum subsequent: TT $1,000. NAV: $100.00.
• SAVINVEST Group Retirement Fund A group retirement fund solution for institutional clients, providing retirement savings and investment management for employees. YTD return of 4.94% as of June 2026.
• SAVINVEST Individual Retirement Fund An individual retirement fund providing personal retirement savings and investment management solutions. YTD return of 4.76% as of June 2026.
• Local Stockbroking Core stockbroking service enabling clients to buy and sell stocks, shares, and securities on the Trinidad and Tobago Stock Exchange, with access to the TTSE Online Trading Platform (TOP) self-trading facility. Tiered commission: 1.50% on first TT$50,000; 1.25% on second TT$50,000; 1% on remaining over TT$100,000. Minimum investment: TT$10,000.
• International Stockbroking (BourseTrader) Service enabling clients to trade international stocks and Exchange Traded Funds (ETFs) through BourseTrader, with US trading capabilities during standard US trading hours. US$8 flat ticket charge per trade; 0.5% of trade value; US$0.06 exchange fees per share. Minimum account: US$5,000.
• Bond Brokerage Fixed income debt instrument trading service offering TT Government bonds (minimum TT$100,000) and US corporate bonds (minimum US$25,000), providing steady cashflow and capital gains opportunities. Commission rates are competitive and included in quoted prices.
• Repurchase Agreements Customizable fixed-income money market instruments in TT$ (minimum TT$100,000) and US$ (minimum US$25,000) with interest rates and tenors stated at investment start, offering low risk with collateral exchange. Tenor varies from 6 months to 1, 2, or 3 years.

Quantifiable outcome

• SAVINVEST Group Retirement Fund YTD return of 4.94% as of June 2026
• +1 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• JMMB Group Limited: Caribbean financial services group offering brokerage, investment management, and money-market products across Jamaica, Trinidad, and the Dominican Republic. Directly comparable as a regional independent investment and wealth platform targeting similar retail and institutional clients.
• ANSA Merchant Bank: Trinidad-based merchant bank providing investment management, brokerage, and structured finance services. Comparable to BSL as a domestic multi-product investment firm serving both retail and institutional clients in the same regulatory market.

Broad incumbents

• Republic Bank Limited: One of Trinidad and Tobago's largest commercial banks with investment, brokerage, and treasury services. Comparable through its overlapping retail investment and institutional treasury offerings, though it is much larger and deposit-funded.
• First Citizens Group: Major Trinidadian financial group offering retail banking, investment, and asset management services. Competes with BSL for institutional and retail investment clients within Trinidad, with a much larger balance sheet and branch footprint.
• Sagicor Financial Company: Regional Caribbean financial services group spanning insurance, pensions, and asset management. Comparable as a long-standing Caribbean investment and retirement solutions provider competing for similar institutional and retail clients.
• Guardian Holdings Limited: Caribbean insurance and investment conglomerate with pension, asset management, and brokerage operations. Comparable through its investment management and retirement offerings, though anchored in insurance rather than brokerage.
• Scotiabank Trinidad and Tobago: Trinidad subsidiary of a global bank with retail banking, wealth, and brokerage capabilities. Overlaps with BSL in retail investment and brokerage but competes from a much larger and internationally integrated platform.
• RBC Royal Bank (Trinidad and Tobago): Trinidad operations of a global Canadian bank offering wealth management, brokerage, and institutional services. Comparable as a provider of diversified investment products, but with materially larger scale and balance sheet.

Others

• National Insurance Board of Trinidad and Tobago (NIBTT): State-administered social security and pension entity operating in Trinidad and Tobago. Relevant comparator for the retirement and pension segments in which BSL operates, though structurally a public rather than private market participant.

Regional players

• Massy Holdings: Trinidad-headquartered conglomerate with automotive, industrial, and financial services businesses. Comparable through its Trinidad financial services footprint, although financial services is one segment within a much broader group.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@boursesecuritieslimited
• Facebookfacebook.com/BourseSecuritiesLimited
• LinkedInlinkedin.com/company/bourse-securities-limited
• Instagraminstagram.com/boursesecurities

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Bourse Securities