Workspace

Fund Setup

Set up a new fund with required configuration, accounts, and initial data

Basic Details
Fund information

Fund Information

Provide the basic details for the new fund. The fund code will be auto-generated from the name, but you can unlock and edit it manually if needed.

The full name of the fund as it will appear in reports

Auto-generated from fund name. Click the lock to edit manually.

The investment structure and trading mechanism

Face value per unit in BDT (defaults to 10.00 BDT)

Prefix for generating fund-specific investor codes (e.g., 'IGF-' will create codes like 'IGF-001', 'IGF-002'). Must end with a hyphen.

The date when the fund officially starts operations

Checking authentication...