NDB Wealth’s Growth and Income Fund encourages investment in Stocks and Bonds
NDB Wealth, the expert wealth and financial planner provides investors with solid and sensible investment plans to help enhance their financial security. Backed by the hands on experience in the Sri Lankan capital markets, NDB Wealth Management has carefully curated their portfolio to build pillars leading to economic development for both individuals and organisations.
NDB Wealth’s Growth and Income fund is the ideal account for the ‘balanced investor’ who has a moderate inclination towards risk. The fund allows investors to take calculated risks and gives returns from both the Stock and Bond markets. Funds are invested in stocks listed on the Colombo Stock Exchange, Corporate and Government Debt. The income generated from stocks as dividends and interest from the Bonds and Capital gains can be withdrawn anytime without a penalty.
The Growth and Income Fund by NDB Wealth is an open-ended balanced fund which can help an investor to grow their wealth in leaps and bounds. However careful analysis and proper wealth management planning is crucial to striking the right balance in order to gain the maximum returns whilst taking the minimum or manageable risks. NDB Wealth manages Clients’ money conservatively by focusing on managing risk while making sure the returns are satisfactory.
Amaya Nagodavithane, Manager – Asset Management stated, “We pride ourselves on having a capable team of individuals with the required expertise who are backed by a strong team of well-trained advisors. They are trained to think of the client first and not profits. We focus on educating investors of the potential risks and guide them on how to take risks before introducing them to such investment products.”
Commenting further she said, “At NDB Wealth, our strong investment team continuously monitors the investment conditions in the market, identifies the core purposes and supports the client’s investment while managing conditions that may impact clients negatively.”
NDB Wealth is fully owned subsidiary of the NDB Bank, one of the fastest growing financial services conglomerates in Sri Lanka, with the strategic mission to be the leader in the financial services 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.
*Current yield is variable and subject to change. Past performance is not indicative of future performance.
Investors are advised to read and understand the contents of the Exploratory Memorandum before investing. Among others, investors should consider the fees and charges involved.
