Fund Prices (LKR) As at 2018-05-24 | Return YTD (Non Annualized)

close

Wealth management

At NDB Wealth, it all begins with you! That's why we begin by understanding what is important to you. Your requirements. And your financial objectives. Our Private Wealth Managers are trained to create optimum solutions with exclusively your goals in mind.

The best results take time, We are willing and able to take all the time necessary to truly understand and address your needs.

Every Private Wealth Client is assigned a dedicated Relationship Manager and is supported by a Fund Manager who will help you choose the right solution you need.

Services

  • 1 Discover and Goal setting Diagnostic
    Review
    Setting investment objectives
    Identification of constraints
    Formulating strategy
  • 2 Investment management Portfolio
    Structure
    Asset Allocation
    Portfolio Management:
    Cash Management
    Fixed Income
    Equities
  • 3 Wealth advisory services Trusts
    Risk Management
    Financial Planning
    Custody of Assets.
  • 4 Communication Client Service
    Performance Analysis
    Administration and Reporting