company summary
A wholly owned subsidiary of Bourse Securities Limited (BSL), Bourse Brokers Limited (BBL) is the largest independent stockbroking house in Trinidad and Tobago. It is a member of the Trinidad and Tobago Stock Exchange Limited and is registered with the Trinidad and Tobago Securities and Exchange Commission. BBL is a securities company licensed to conduct the business of Broker, Dealer and Investment Advisor.
Parent Company, BSL has been at the forefront of the local investment industry since its inception in 1995. BSL is recognized as a highly innovative investment provider that is committed to service excellence and generating superior returns for clients with the highest standards of integrity. With over two decades of experience in managing portfolios for institutional and corporate clients, investors can be assured that Bourse will provide competitive investment returns and excellent customer service.
board of management
- Ms. Ingrid Lashley (Chairman)
- Mr. Imtiaz Rahaman (Director)
- Ms. Yukmai Marsang (Director)
- Mr. Donavan Mullings (Director)
- Mr. Subhas Ramkhelawan (Managing Director)
Products and Services
Bourse offers a comprehensive suite of products and services including:
- Stockbroking - This is the core business of Bourse Brokers Limited. Because of our independent status, we continue to be the largest independent stockbroking house in Trinidad and Tobago. Our local equity research team is recognized by many as unbiased and the best in the country.
- Mutual Fund Management - Bourse was the first securities company to sponsor mutual funds in Trinidad and Tobago. As a pioneer, Bourse was also the first securities company to list a mutual fund, Savinvest India Asia Fund, on the Trinidad and Tobago Stock Exchange in 2005. Four tranches of this Fund were successfully launched between November 2005 and October 31st, 2007. This Fund is the largest US$ equity mutual fund in its category in the country. Bourse manages 6 Mutual Funds and 2 Retirement Funds, which are highly competitive and continue to provide superior returns to the local mutual fund market. These funds are listed below:
- Savinvest Structured Investment Fund (TT$)
- Savinvest Investment Income Fund (US$)
- Savinvest Individual Retirement Fund (TT$)
- Savinvest Group Retirement Fund (TT$)
- Bourse Brazil Latin Fund (US$)
- Savinvest Capital Growth Fund (TT$)
- Savinvest India Asia Fund (US$)
- Repurchase Agreements and other fixed return products - In September 2007, Bourse introduced a range of products to meet the needs of clients for superior fixed return short term investments. An investor placing funds with Bourse can benefit from generally higher rates than can be obtained from banks or money market mutual funds for certain minimum balances. These products are fully secured by financial assets. These investment products are geared to institutional investors as well as mid-to-high net worth individual clients. Bourse also conducts trading in Bonds and other fixed income instruments.
- Investment Advisory - Bourse has an excellent track record of providing investment advisory services for both the individual and institutional client segments.
- Wealth and portfolio management - Wealth and Portfolio Management for individual and institutional clients respectively is an area in which Bourse is positioning itself to take a leadership role.
- Underwriter - Bourse is licensed to conduct the business of underwriter.
OPENING MINIMUM REQUIREMENT:
- TT$10,000
Address
Head Office
1st Floor
24 Mulchan Seuchan Road
Chaguanas
#6 Gallus Street Woodbrook
Port of Spain
Building II, Cross Crossing Centre
San Fernando
contact info
Tel : 2-BOURSE (226-8773), (868) 665-5755
Email : info@boursefinancial.com
Website : http://www.bourseinvestment.com
Managing Director/Stockbroker
Manager Equities/Stockbroker
Trader
Renata Bharat
Jayde Toolsee
