Getting Started with
Unit Trusts

First Time Investing in Unit Trusts?

Watch this comprehensive guide to learn everything you need to know about unit trusts and how to get started.

Watch on YouTube
Step 1

Open Your Account

Get started in minutes with our simple online registration process

Visit portal.cal.lk and register using your NIC, mobile number, and email address

Or sign up through the CAL Online mobile app (available on Apple App Store and Google Play)

Documents Required:

Your National Identity Card (NIC)

Proof of your bank account (e.g., recent bank statement)

Proof of address (only if different from NIC address)

Step 2

Grow Your Wealth with CAL Funds

Recommended funds for beginners to start their investment journey

CAL Funds provides professionally managed investment solutions tailored to different financial goals and risk profiles. Backed by experienced fund managers and disciplined investment strategies, our funds help investors build wealth while maintaining a strong focus on transparency, diversification, and long-term value creation.

Investment Solutions Diversified & Professionally Managed
Designed For Every Stage of Your Investment Journey
Step 3

How to Make Your First Investment

Choose your preferred funding method and start investing today

Bank Transfer

Transfer Details:

Bank: Deutsche Bank AG, Colombo

Account Name: Capital Alliance Investments Limited

Account No: 0046797000

1

Transfer funds from your registered bank account

2

Log in to the CAL portal or mobile app

3

Submit a creation request with transfer details

JustPay Transfer

Benefits:

Visit portal.cal.lk and register using your NIC, mobile number, and email address

No proof upload needed

Up to LKR 150,000 per transaction (repeatable)

Instant investment confirmation

1

Link your bank account via JustPay

2

Select your investment amount

3

Invest directly - no additional steps required

Step 4

Track Your Portfolio

Monitor your investments in real-time with our intuitive dashboard

Access your personalized dashboard to track earnings, view performance metrics, and monitor your investment growth daily.

Real-time Performance

Detailed Analytics

Transaction History

Step 5

How to Redeem Your Investment

Access your money when you need it with our flexible redemption options

Instant Redemption

Get your money immediately

Eligibility:
Available for redemptions under LKR 100,000
1

Log in to the CAL portal or mobile app

2

Navigate to redemption section

3

Fill in redemption amount and details

4

Submit request and receive funds next working day

Processing Time: Instant

Standard Redemption

Receive funds the next working day, Perfect for planned withdrawals with no amount restrictions

1

Log in to the CAL portal or mobile app

2

Navigate to redemption section

3

Fill in redemption amount and details

4

Submit request and receive funds next working day

Processing Time: 1 working day

Ready to Start Your Investment Journey?

Choose your preferred funding method and start investing today

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