Business Lines

Aiming to sustain & grow your capital over the short, medium & longer term. Unit Trusts are non-traditional investment vehicles which investors are able to obtain a maximized return even with small sums of money whereas Wealth Management offers customized investment plans to generate a maximized return on behalf of the client.

Investment Management

Wealth is one of prime aspects in people’s lives. If wealth is not managed properly, an individual will lose financial control over him as well as his family which ultimately leads to create an uncertainty of livelihood. Therefore, we offer customized wealth management plans for our clients. We select the most suitable financial instruments, institutions and investment components to generate a higher income than the prevailing market while assessing the associated risks of investment.

* Investment Manager Service Guide

Unit Trust Management

Wealth is one of prime aspects in people’s lives. If you have even a small amount of money, you will be able to be part of such community who earns a sustainable and maximized return by investing in “Units”. Unit Trusts are unconventional type of investment for most of Sri Lankans. Therefore, we offer two “unit trusts” with distinct objectives, investment methods and diversified asset allocations to manage risks. Hence, your return is maximized with an acceptable level as an individual investor or a corporate investor.

* KEY INVESTOR INFORMATION DOCUMENT