CAL Private Wealth Management

At CAL, we offer exclusive, high-net-worth investment solutions designed to meet the unique needs of both individual and corporate investors. Whether you are looking to grow your wealth, safeguard your assets, or achieve specific financial goals, our expert team provides personalized strategies that align perfectly with your objectives.

Tailored Investment Plans

For Investors with Rs. 200 Million and Above
CAL offers exclusive Private Wealth Management solutions for individual and corporate investors.

Customized Portfolio

Personalized, Diversified Solutions
By understanding your lifestyle, financial stage, and objectives, we create a diversified portfolio that suits your unique vision and future goals.

Expert Guidance

Achieving Your Vision for the Future
Our experienced team will work closely with you to ensure your investments align with your aspirations, providing ongoing support and adjustments as needed.

For All Investors

Individual & Corporate Investors

Streamlined Asset Management – Organize all your financial assets in one place, providing you with a clear, unified view of your investments.

Exclusive Investment Strategies

CAL A-Raters

Maximize Your Returns
Efficiently negotiated returns to optimize your income.

Principal Protected Investment

Risk-Free Growth
Capital protection with potential for unlimited upside through equity market returns.

Total Return Bond Strategy

Capital Gains via Treasury Bonds

Active management of Sri Lankan Treasury bonds to leverage yield curve movements.

Synthetic Dollar Deposit

Preserve & Grow Your Wealth


Higher interest rates than traditional banks, while maintaining your purchasing power in USD.

Tailored Portfolio Management

Customized Portfolio

Personalized Financial Strategies
A dedicated relationship manager who understands your financial position and creates customized solutions for your needs.

Corporate Cash Flow Management

Optimized Cash Flow
Meet liquidity and risk objectives while outperforming benchmarks through efficient cash flow management.

Tax-Efficient Investments (Exclusively for Doctors)

Maximize Your Tax Savings

Invest in a diversified portfolio of fixed-income instruments and listed equities with tax benefits.

Why CAL?

Proven Track Record

Leading Asset Manager in the Country

With over 10 years of experience, CAL has grown to become the leading Asset Manager in Sri Lanka. Our heritage in primary dealing provides us with a competitive edge in the fixed income space, delivering best-in-industry, risk-adjusted fixed income yields.

Proprietary Technology & Data Analytics

Superior Investment Decisions

Using advanced data analytics, neural networks, and machine learning, CAL evaluates vast amounts of market data to make investment decisions that consistently outperform and deliver superior returns for our clients.

Independent Board & Investment Committee

Over 100 Years of Capital Market Experience

Our Board and Investment Committee bring together executives and independent members with extensive expertise across disciplines, industries, and markets. This collective knowledge drives informed decision-making and prudent management of investments.

Multi-Asset Class Capability

Diverse Investment Opportunities

We offer the largest range of products in the industry, including government securities, corporate debt, listed equities, private equity, leveraged bond trading, and overseas investments. Our broad expertise enables superior asset allocation decisions across multiple asset classes.

Best-in-Class Systems & Risk Management

Transparency & Real-Time Reporting

Our world-class compliance processes and custom-built systems provide real-time reporting with flexibility, complexity, and high standards of independence, transparency, and confidentiality.

Exclusive Insights into CAL Private Wealth Management

Discover how CAL’s Private Wealth Management solutions empower high-net-worth investors with personalized strategies. Learn about our expert-driven approach, tailored investment plans, and diverse asset opportunities designed to grow and protect your wealth. Watch now for an in-depth look into our exclusive services.

List of Services & Facilities Provided by CAL Investments

Key Differentiator
Detailed Monthly Statements Receive comprehensive monthly updates on your investment portfolio.
Quarterly Portfolio Discussions Meet with our fund management team to review key investment decisions.
Quarterly Macro-Economic Presentations Get an outlook on economic fundamentals with expert analysis to guide your decisions.
Taxation Breakdown Detailed breakdown of realized gains to assist with quarterly taxation requirements.
Portfolio Updates on Request Regular updates tailored to your needs, available upon request.

List of Services & Facilities Provided by CAL Investments

Deep Understanding of Interest Rates

As the largest non-bank primary dealer in government securities, CAL offers unmatched expertise in forecasting interest rate movements. This enables optimal asset allocation and best yields for clients throughout interest rate cycles.

Proprietary Credit Risk Evaluation

CAL’s proprietary credit risk model gives us a distinct advantage in identifying risk arbitrage opportunities, unlike traditional models reliant on credit agency ratings. This results in better, data-backed investment decisions.

Proven Equity Strategy

Our research-based equity strategy combines macroeconomic forecasting, micro fundamentals, and technical analysis. We select strategically positioned stocks that are attractively priced, with investments typically held for 18-24 months, resulting in substantial outperformance over the years.

Leveraging Scale & Relationships

CAL’s substantial Assets Under Management across banks, corporates, and finance companies enable access to lucrative market opportunities unavailable to other investors, providing maximum flexibility and returns.

Efficient Cash Flow Management

Our dedicated team ensures that funds never lose interest through advanced cash flow management techniques and streamlined fund transfer processes, preventing missed rollovers.

Methodology & Work Plan for Performing the Assignment

Stakeholder Meetings

Meet with key stakeholders to assess risk appetite and liquidity requirements.

Formal Proposal Submission

A comprehensive proposal will be submitted to the Board of Directors for approval.

Portfolio Management Agreement

Sign a Power of Attorney and Portfolio Management Agreement to allow the fund manager to move funds as agreed.

Appoint Custodian Bank

A Custodian Bank will monitor all transactions for transparency and security.

Fund Deployment

Upon approval, funds will be deployed according to the agreed-upon strategy.

Portfolio Monitoring & Feedback

Continuous monitoring and feedback to ensure the portfolio meets expectations and goals.

Rebalancing Based on Market Conditions

The portfolio will be rebalanced as needed based on market sentiment or client requests.

Quarterly Macro Update & Variance Analysis

Quarterly portfolio review with variance analysis and future fund management recommendations.

Start Investing Digitally

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