Offerings
Grow your personal wealth through actively managed portfolios of top-tier CSE stocks and carefully selected bonds. We tailor each strategy to your goals, seeking strong returns while managing risk and protecting your capital. Whether your priority is compounding capital, generating steady income, or balancing both, our strategies are rooted in research, disciplined risk management, and complete independence. Every portfolio is optimised for outperformance, ensuring your wealth achieves its highest potential.
Your assets are held in secure custodian accounts registered in your name, ensuring maximum security and transparency.
Sri Lanka’s economy is in a powerful recovery phase, GDP is rising, inflation is under control, interest rates are falling, and investor confidence is returning. In this environment, the Colombo Stock Exchange offers superior long-term returns compared to traditional savings accounts, with opportunities in undervalued, fundamentally strong companies and high-yield bonds.
Stock Market Investment
Personalised investment strategies and customised portfolios of Colombo Stock Exchange equities to help you grow and protect your wealth over time.
Our approach is rooted in research, market insight, and a disciplined process tailored to your financial objectives and risk appetite.
The Colombo Stock Exchange (CSE) offers one of the most compelling opportunities for long-term wealth creation in Sri Lanka. By owning shares in listed companies, you become a stakeholder in the country’s economic growth, benefiting from both capital appreciation and dividend income. Over the long term, equities have consistently far outperformed fixed deposits and savings accounts.
We build personalised equity portfolios aligned to your goals, risk appetite, and time horizon, from stable, dividend-paying blue chips to fast growing sectors driving Sri Lanka’s economic resurgence. We focus on high-potential industries listed on the Colombo Stock Exchange, such as banking, financial, tourism, energy, and infrastructure, which are best positioned to benefit from the recovery and deliver sustained, superior returns.
For clients seeking ethical choices, we also offer ESG and Shariah-compliant equity strategies.
Our investment team actively screens the market for companies with strong fundamentals, healthy balance sheets, and growth potential. We diversify across industries to smooth out volatility while positioning for superior returns. With Sri Lankan equities currently trading at historically attractive valuations (low single-digit P/E ratios) and foreign investors returning in record volumes, we believe the market is primed for long-term gains.
Every stock decision is backed by in-depth analysis of company financials, industry dynamics, and macroeconomic trends. We also track catalysts such as GDP growth, interest rate movements, and policy reforms that influence market performance.
We actively monitor your holdings, locking in profits when appropriate and reallocating to emerging opportunities. This disciplined oversight ensures your portfolio remains aligned with your objectives, delivering sustainable growth that outpaces inflation and low-yield alternatives.
Fixed Income
We design and manage fixed income portfolios that match your income needs, risk profile, and liquidity requirements. Our goal is simple: deliver stable, above market returns, often in the double digits while safeguarding your principal.
Fixed income investments form the backbone of a balanced portfolio, offering stability, predictable income, and protection of your capital. In Sri Lanka’s current market, carefully selected government and corporate bonds can generate yields far exceeding traditional savings accounts.
We create custom fixed income strategies built around your financial objectives. If you seek regular interest income, we select bonds with frequent coupon payments. If capital preservation is your top priority, we focus on the highest-rated government securities. And if you want a mix of both, we combine long-dated bonds for higher yields with short-term instruments for flexibility.
Fixed income can be a high-return asset class when managed strategically. We identify opportunities where bonds, whether government or corporate trade at a discount to face value, thereby boosting effective yields.
With the Central Bank signalling further rate cuts locking in these higher yields now could generate capital appreciation as bond prices rise in a falling rate environment.
Our fixed income portfolios are spread across multiple issuers including the Government of Sri Lanka, leading banks, and top-rated corporates to reduce concentration risk. We diversify maturities to manage interest rate sensitivity, holding both shorter tenors for liquidity and longer bonds for yield maximisation.
Before any security is added to your portfolio, we perform detailed credit analysis, assessing.
We constantly monitor interest rate trends, inflation data, and economic conditions to fine-tune your holdings:
We also provide liquidity solutions without forcing you to sell investments prematurely such as arranging loans secured against your bonds through our banking partners. This flexibility allows you to access funds for new opportunities or urgent needs while keeping your portfolio intact.
Private Equity
We identify, structure, and manage private equity investments that deliver long-term upside, drawing on our network, sector insights, and rigorous due diligence process.
Private equity opens the door to unlisted, high-growth companies and projects that are typically unavailable to public market investors. In Sri Lanka private sector is poised for expansion, by investing in promising early-stage ventures and established private businesses, you can capture returns that often exceed those of traditional stocks and bonds, while diversifying your portfolio into an asset class with unique value-creation potential.
We target high quality private equity opportunities across diverse sectors and growth stages from innovative startups to expanding mid-sized companies and turnaround opportunities.
Each deal undergoes a rigorous vetting process, focusing on companies with proven fundamentals
Every opportunity we present is backed by thorough due diligence.
We open the door for you to invest directly in private enterprises or participate as a co-investor alongside trusted partners and leading private equity funds.
Private equity is a long-term, illiquid investment, which makes active oversight critical. We track company performance, monitor milestones, and maintain dialogue with management teams.
We plan exits to match your objectives whether through IPOs, trade sales, mergers, or secondary buyouts aiming to capture maximum value at the right time.
Family Office
nnovest offers a fully integrated Family Office Advisory service for high-net-worth individuals and families seeking strategic wealth preservation, capital growth, and multigenerational planning. Whether you are building your family’s legacy or institutionalising your wealth, our advisory model provides a tailored, confidential, and conflict-free solution.
We offer trust, confidentiality, and institutional discipline required for managing significant family wealth.
We provide a centralised view of your family’s total wealth across all asset classes and entities, including investment portfolios, private businesses, real estate holdings, and offshore assets. This empowers families to view and manage their global wealth more effectively, with clarity and control
Our succession and estate planning services ensure your values and assets are preserved for future generations. We work closely with tax advisors, trustees, and legal experts to help families define their vision and establish the governance required for smooth transition and long-term stability.
Many of our family office clients own operating businesses or pursue private investment opportunities. We provide deal access, expert evaluation, and unbiased advice to help you grow and transition your private enterprises.
Our team handles a broad range of administrative and lifestyle services tailored to your needs. This includes:
We support families in aligning their giving with their values. From setting up charitable structures to creating impactful giving strategies, we help make your legacy meaningful beyond wealth.
Tailored wealth strategies designed to preserve and grow your assets, ensuring long-term financial success with expert, conflict-free guidance.
Comprehensive planning to seamlessly structure, protect, and transition your wealth across generations while optimising tax efficiency.
Exclusive access to bespoke private investment opportunities, enabling strategic wealth diversification beyond traditional markets.
Thoughtful giving strategies that align with your values, maximising the impact of your charitable contributions for lasting social change.
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