NDB Wealth Management continues to be ranked as the number one wealth manager in Sri Lanka. As the largest and most trusted wealth management firm in Sri Lanka, it manages over Rs. 140 billion in unit trust and private portfolio. NDB Wealth leads the Unit Trust or Mutual Fund business with its Money Market fund, the NDB Wealth Money Plus by servicing a fast growing clientele of over 15,500 unique accounts.
A range of innovative savings and investment products have been carefully curated to match every type of client; big or small, individual, institutional or Trust. Financial planning could be for families looking to safeguard their future requirements or an individual planning for his or her retirement. Much needed expertise is extended for institutions managing their own portfolio of stocks, bonds or for cash flow management.
NDB Wealth Management CEO Prabodha Samarasekera commented, “Our success lies in our commitment to offering our clients the best fit savings and investment plans that will grant them the financial freedom they need in the long term. Our professional money management skills and in-depth knowledge of capital and money markets provides us a definitive edge when managing client funds.” He further stated, “The investment team carries out detailed analysis of the macro economic variables as well as various industry sectors and companies which helps us minimise risks for our client investments while maximising their returns.”
NDB Wealth offers an unparalleled and exclusive service to clients by assigning a Relationship Manager to every client. Understanding the client’s needs through careful and thorough analysis helps NDB Wealth to identify the core purpose for planning, for each client, and support the client by advising the client on the best savings or investment solution taking into consideration the potential risks associated with the investment.
The Relationship Managers are backed by a strong investment team who are continuously monitoring investment conditions in the market and particularly play a very crucial role in managing such conditions that may impact clients negatively. Relationship Managers are readily available to provide investment advice or any service related information and are dedicated at protecting ‘best interests’ while ensuring a successful financial future for all clients. NDB Wealth is licensed by the Securities and Exchange Commission of Sri Lanka and follows very strict rules to meet compliance standards. Celebrating a successful second year at the new NDB Private Wealth Centre Branch, NDB Wealth Management offers seamless wealth management experience, with a high standard of client service. With easy and ready access to all aspects of banking through the NDB bank products such as current and savings accounts, fixed deposits, and credit cards, clients are able to meet all their banking requirements under one roof with the added benefit of security and stability.
NDB Wealth is an affiliate of the NDB Group, one of the fastest growing financial services conglomerates in Sri Lanka, with the strategic mission to be the leader in the financial services and banking sector. From its inception, the group which includes NDB Bank, NDB Investment Banking, NDB Wealth, NDB Securities, and NDB Capital has been a catalyst in the development of the nation, strengthening and empowering entrepreneurs, corporates and individuals from all strata of the economy. The customers across all NDB Group companies have benefited from the extensive product and service offerings of the NDB Bank and its affiliates.