Offerings
We act as a full-service fiduciary partner for local institutions of all sizes, from pension funds and insurance companies to endowments, family offices, and even small and medium-sized enterprises (SMEs) with investable reserves.
We provide pragmatic, tailored advisory and treasury services that help these entities manage their capital efficiently in the context Sri Lanka’s financial markets. Our team works closely with clients to deploy surplus cash into diversified portfolios (spanning fixed income and equities) while ensuring robust governance, risk management, and full compliance with regulatory standards at every step.
Sri Lanka’s institutional investor base has grown significantly in recent years, creating a demand for more sophisticated asset management solutions. At the same time, evolving regulations from bodies like the Central Bank of Sri Lanka (CBSL), the Securities and Exchange Commission (SEC), and the Insurance Regulatory Commission enforce strict risk controls and reporting requirements.
We help you navigate these local requirements and harness market opportunities unique to Sri Lanka, from the attractive yields available on government securities to dynamic prospects in the equity market.
Our deep understanding of the domestic landscape, including regulatory nuances and economic trends allows us to meet your long-term return targets in a compliant, transparent manner..
We provide tailored investment strategies that align with institutional objectives, optimising risk-adjusted returns through disciplined portfolio management.
Our proactive risk management approach safeguards institutional assets by identifying, assessing, and mitigating financial uncertainties in an evolving market landscape.
We ensure optimal capital allocation and liquidity strategies to enhance financial flexibility, stability, and long-term institutional growth.
We unlock new opportunities for diversification and enhanced returns by offering access to private equity, hedge funds, real assets, and other alternative investment solutions.
Treasury & Cash Management
Managing institutional liquidity in Sri Lanka demands a careful balance between safety, yield, and operational flexibility. We build short-duration investment portfolios that preserve capital while delivering steady returns. This includes actively investing in high-quality, liquid instruments such as government Treasury bills, repurchase agreements with reputable counterparties, fixed deposits with top-tier banks, and money market funds. By continuously monitoring interest rates and bank offerings, we ensure your excess cash earns a competitive, risk-adjusted yield without sacrificing principal security.
Our robust framework emphasizes smooth cash flow management so that you always have liquidity when needed, all while your reserves work to generate predictable income.
We allocate excess cash into safe, liquid instruments to maximize yield without risking your principal. We utilize Sri Lankan Treasury bills and short-term government bonds, AAA-rated or government-guaranteed repurchase agreements, time deposits at reliable local banks, and professionally managed money-market funds.
Each strategy is tailored to your mandate, we choose appropriate maturities and instruments that fit your risk limits and cash requirements. We also seize opportunities during high-interest periods to lock in attractive rates for your benefit, taking into account the prevailing market conditions in Sri Lanka.
We work closely with your finance team to project cash inflows and outflows and plan for multiple scenarios. Using advanced forecasting tools, historical data, and stress-testing, we ensure you maintain sufficient liquidity buffers for both routine operations and unexpected events. This forward-looking planning prevents idle cash buildup and avoids emergency liquidity crunches. Whether it’s planning for monthly payroll, seasonal working capital needs for an SME, or large project expenditures, we make sure your capital is deployed efficiently.
Our solutions include both traditional and bespoke liquidity products. We can structure accounts that allow instant access to funds (for example, overnight securities or callable deposits) while earning yield. These instruments help you lock in returns on reserves without tying up funds.
Capital preservation is fundamental in our treasury management process. Every investment undergoes rigorous due diligence, we assess the creditworthiness of counterparties, the credit ratings of instruments, and any underlying risks.
We set conservative exposure limits in line with your internal policies and regulatory guidelines. Portfolios are constructed to meet Sri Lankan regulatory requirements (CBSL, SEC, and Insurance Commission rules) as well as international best practices.
We continuously monitor for any sign of credit risk or market volatility)and adjust holdings as needed.
Advisory Portfolio Management
Our portfolio management is grounded in extensive research and analysis of a broad range of asset classes, including equities and bonds. The process involves a detailed review of client financial statements, industry reports, and macroeconomic data to construct and manage portfolios that are meticulously aligned with a client’s specific financial goals and risk tolerance.
The strategic allocation of assets and diversification across different investment styles and managers are central to this approach, helping you to mitigate risk and enhance performance over the long term.
We construct diversified portfolios across asset classes to match your risk/return profile. Leveraging Sri Lanka’s capital markets (which list nearly 300 companies across 20 sectors) and fixed-income offerings, we blend equities, government and corporate bonds, and other instruments.
The portfolio is customised to your mandate, from conservative capital preservation to balanced income/capital growth.
Our team conducts in-depth research on each investment: we analyse company financials, industry outlooks, and macroeconomic indicators. We even meet with company management and industry experts where necessary, ensuring that every stock or bond we include has been vetted for its fundamental strength and alignment with your goals.
Markets move constantly, so we actively manage your portfolio. Our team continuously monitors market developments and macro trends (interest rates, currency moves, political changes) to adjust allocations. We use quantitative and qualitative analysis to rebalance holdings, lock in gains, or rotate into new opportunities. Your portfolio never remains static, and it evolves with the market to stay aligned with your strategy.
You receive institutional-quality reporting and transparency. We deliver regular statements with full attribution analysis, benchmarking, and performance drivers.
All reporting is compliant with local and international standards, this ensures you have auditable records and governance documentation for boards, regulators, or auditors.
We accommodate any specific mandate you set. This includes environmental, social and governance criteria. Sri Lanka’s evolving regulatory focus on sustainability is integrated into our frameworks, as well as other preferences (ethical, religious, sector-based). If you require a Shariah-compliant or Green portfolio, we build it to those guidelines. Our research incorporates ESG factors where relevant, so your portfolio reflects both your values and financial objectives.
Capital & Liquidity Management
We provide a forward-looking approach to financial management through robust cash flow forecasting and planning. By projecting cash inflows and outflows, we help clients maintain adequate liquidity buffers and minimize idle capital, ensuring that all available funds are put to work efficiently. The goal is to build highly liquid portfolios that not only meet a client’s operational requirements but also contribute meaningfully to capital appreciation.
We deploy your capital optimally across different business lines or investment programs. Using asset-liability matching techniques, we ensure that funds are placed where they generate the highest risk-adjusted return without exposing the balance sheet to mismatches. For example, we may advise on capital reserves for new projects, or reallocate surplus between working capital and strategic investments, always guided by your risk appetite and long-term plan.
Maintaining sufficient liquidity under stress is crucial. We design and test liquidity buffers (cash reserves, unused credit lines, marketable securities) to cover extreme scenarios. Our stress tests consider market shocks, deposit runs or forced asset sales, and we recommend policy adjustments to meet regulatory ratios (like liquidity coverage ratios for banks or insurers). This ensures you can meet obligations even in tight markets.
We advise on managing and raising debt and other liabilities in an efficient way. If you have upcoming capital projects or funding needs, we advise on bond issuances, loans or lease facilities that match your cash flow profile. On the liability side, we optimize terms (maturities, covenants, currency mix) to minimize cost and risk.
Every solution we propose fully adheres to Sri Lankan regulations and best practice governance. We ensure compliance with relevant guidelines from the Central Bank, SEC and Insurance Commission (capital adequacy rules for banks and insurers, or investment limits for provident funds). By staying current with any policy changes, we keep your structures legal and efficient.
Alternative Investments
To boost long-term returns and diversify risk beyond public markets, we identify select alternative investments suitable for institutions. These vetted opportunities can offer higher growth or income potential, with transparent oversight throughout their lifecycle.
Our local presence and market knowledge are especially valuable in sourcing and managing alternative investments within Sri Lanka’s growing economy.
We tap into Sri Lanka’s growing private investment. We source deals in high-growth sectors for example, fintech start-ups modernizing payments, agritech firms improving agriculture yields, or mid-sized corporates expanding regionally.
We conduct or coordinate rigorous due diligence on these private deals. Once invested, we structure safeguards (board seats, protective covenants) and monitor performance closely, as if extending your team on the ground.
Institutional clients often seek stable, income generating real assets. We identify opportunities such as commercial real estate (e.g. prime office or retail space in Colombo), hospitality projects (resorts or hotels tapping Sri Lanka’s tourism), infrastructure (public-private partnerships in highways, power or ports) and even farmland or timberland. Each opportunity is vetted for quality, proven developers, clear title, sound demand drivers and structured tax-efficiently (for instance, via specialized funds or leases).
We design and source structured investment products that suit institutional return objectives.. Many Sri Lankan banks now offer such products for qualified clients. We select structures with reputable issuers and clear terms, so you gain exposure beyond standard bonds and stocks in a controlled way.
Every alternative investment we recommend comes with extensive analysis and ongoing oversight. Before you commit capital, our team (often with external auditors or consultants) reviews the target’s financials, market position and regulatory compliance. After investing, we keep close watch: you receive periodic reports on the project or company’s performance, and we engage with management regularly.
Colombo
London
Dubai
New York
Mumbai
Riyadh
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