Why Invest With Us

Investment Plan




Strive to offer more

Blue-Wealth Assets Ltd. is a new generation asset management company licensed by Bangladesh Securities and Exchange Commission which is focused on generating consistent and stable returns for their investors and creating long term wealth. The Company is being managed by a well experienced team who possess in-depth knowledge about the functioning and behavior of the both capital market and money market as well as regulatory regimes across industries.

Targets high, consistent income

Blue-Wealth Assets Ltd. takes a broad-based approach to investing in income-generating securities. Investors get benefits from our vast analytical capabilities and sector expertise which help temper the risks of income investing.

The Blue-Wealth Principles

The purpose of Blue-Wealth Assets Limited is to help more and more individual and institutional investors experience financial well-being. We rely on our principles to guide how we interact with each other, our clients, the communities in which we operate, and all of our other stakeholders.

We are a fiduciary to our clients

Our clients’ interests come first. The fiduciary mindset is the bedrock of our identity. It reflects our integrity and the unbiased advice we give our clients. And it’s what inspires us to come to work every day and help people build better futures.

We strive to offer more

As an owner you have access to personalized financial advice, high-quality investments, retirement tools, and relevant market insights that help you build a future for those you love.

We are structure investor oriented

We operate under a unique, investor-oriented structure and adhere to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. Shareholders in our funds benefit from our client focus, experience, stability, and long-term, disciplined investment approach.

We run our business sustainably

At the companies we invest in for our clients, we advocate for sustainable and responsible business practices that drive long-term value.


"Sector allocations are guided by Blue-Wealth’s forward-looking market outlook, favoring what we believe are the most attractive return opportunities while limiting exposure to sectors offering less compelling relative value or more downside risk. We strive to adopt diversified approach designed to ensure attractive risk-adjusted returns."

Diversified Investment Opportunities

"Blue-Wealth 1st Balanced Fund, is a balanced fund, has the advantage to invest in a blend of equity and stock. Potential investments include primarily high yield government securities, investment grade and high yield corporate bonds, as well as other capital market listed instruments appearing to offer relative value."

Enhanced Income Potential


Blue-Wealth Assets Limited is an asset management company licensed by Bangladesh Securities and Exchange Commission and offers a broad selection of investments, advice, retirement services, and insights to individual investors, institutions, and financial professionals.



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