Private Wealth Management

CAL offers a spectrum of exclusive Private Wealth Management solutions to both individual and corporate investor segments.

Our Private Wealth Management option is ideally suited for individuals who wish to invest over Rs.100 Million in a variety of asset classes, where our advisors will formulate a bespoke wealth management plan to help balance your short, medium, and long-term financial aspirations. The key to our industry-renowned Private Wealth Management effort is a keen understanding of each client. We consider numerous factors including your lifestyle, your station in life presently, and your goals, in developing a personalized, diversified portfolio of investments to grow your wealth.

Private Wealth Management

Individual Investor Read the FAQs

  • CAL Money Manager

    We will organize all your investments under one roof to give you a clear picture across all your financial assets.

  • CAL A- Raters

    CAL will efficiently negotiate the best returns for you in order to optimize your income.

  • Principal Protected Investment

    Delivering the potential returns that equity markets can provide with 100% capital protection and unlimited upside potential.

  • Synthetic Dollar Deposit

    CAL will structure a unique synthetic USD deposit, which will preserve your purchasing power in USD whilst earning a higher interest rate than you can earn currently with your bank.

  • Customized Portfolio Management

    With a dedicated relationship manager and support team, we develop a thorough understanding of your financial position which allows us to provide tailored services to suit your requirement. We develop strategies to protect and enhance your assets. Irrespective of the physical location of your assets, our depth of knowledge, skills and experience ensure that your affairs are handled smoothly, discreetly and effectively.

  • CAL Total Return Bond Strategy

    CAL will actively trade a portfolio of Treasury bonds issued by the Government of Sri Lanka, on behalf of you, and make capital gains via opportunistic trading through yield curve movements.

Corporate Investor

  • Centralized Corporate Cash Flow Management

    CAL will actively manage your cash flow operations for you efficiently, with the objective of outperforming your benchmarks whilst meeting your liquidity and risk objectives.

  • CAL A- Raters

    CAL will efficiently negotiate the best returns for you in order to optimize your income.

  • Tax Efficient Investments

    CAL will invest in a portfolio of diversified investment grade fixed income instruments and listed
    equities. Exclusively for doctors.

  • Principal Protected Investment

    Delivering the potential returns that equity markets can provide with 100% capital protection and unlimited upside potential.

  • Customized Portfolio Management

    With a dedicated relationship manager and support team, we develop a thorough understanding of your financial position which allows us to provide tailored services to suit your requirement. We develop strategies to protect and enhance your assets. Irrespective of the physical location of your assets, our depth of knowledge, skills and experience ensure that your affairs are handled smoothly, discreetly and effectively.

  • CAL A- Raters

    CAL will efficiently negotiate the best returns for you in order to optimize your income.

  • Total Return Bond Strategy

    CAL will actively trade a portfolio of Treasury bonds issued by the Government of Sri Lanka, on behalf of you, and make capital gains via opportunistic trading through yield curve movements.

  • Synthetic Dollar Deposit

    CAL will structure a unique synthetic USD deposit, which will preserve your purchasing power in USD whilst earning a higher interest rate than you can earn currently with your bank.

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+94 112 317 777

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