Offerings
No matter where you are in the world, we provide a seamless entry into Sri Lanka’s capital markets with institutional-grade compliance, digital onboarding, and personalised support.
As a member of the Sri Lankan Heritage Investors, you can play a direct role in your homeland’s growth story while building your own long-term wealth with robust returns. Sri Lanka offers one of the most attractive frontier-market opportunities in Asia, with a rebounding economy, IMF-backed reforms, and sectors poised for strong expansion. The Colombo Stock Exchange (CSE) has delivered over 60% growth in 2025, supported by foreign capital inflows, corporate earnings recovery, and historically low valuations.
No capital gains tax on listed securities means your investment growth is yours to keep. Combined with the ability to repatriate both profits and principal, it’s never been easier to invest in Sri Lanka from overseas.
Your assets are held in secure custodian accounts registered in your name, ensuring maximum security and transparency.
We provide ethical and faith-aligned investment strategies that honour your values while ensuring long-term financial growth.
Strengthening communities through impactful investments that drive positive social and economic change while aligning with your principles.
Structuring seamless, values-based wealth transitions to preserve your legacy and ensure financial continuity across generations.
Helping you maximize the impact of your philanthropy by aligning your charitable contributions with your faith and long-term wealth strategy.
Investment Advisory
We help overseas investors build and actively manage portfolios focused on Sri Lanka’s capital markets, combining global-standard portfolio construction with deep local expertise. With no capital gains tax on listed shares, competitive dividend yields, and a stock exchange trading at historically low P/E ratios, Sri Lanka presents a compelling long-term investment opportunity.
You gain access to the Colombo Stock Exchange’s nearly 300 listed companies, spanning banking, tourism, manufacturing, energy, and infrastructure, sectors poised to benefit from GDP recovery, foreign inflows, and structural reforms.
We construct bespoke equity portfolios tailored to your investment goals, focusing on blue-chip dividend payers for income stability and high growth sectors positioned to benefit from Sri Lanka’s recovery and structural reforms. These include:
Sri Lanka’s fixed income market offers exceptionally attractive yields compared to developed markets. Many bonds are currently trading below face value, providing the potential for both steady coupon income and capital appreciation as the economy stabilises. With interest on eligible bonds remitted tax-free, this asset class delivers strong risk-adjusted returns while diversifying away from equity volatility.
Investors can access:
Our investment process is grounded in fundamental research, quantitative screening, and macroeconomic analysis. We identify companies with:
We monitor GDP trends, policy reforms, interest rate shifts, and sector-specific catalysts to align portfolios with the most promising opportunities. Our approach positions you to capture the post-crisis market re-rating while managing downside risk.
For Sri Lankan Heritage Investors and international investors, we remove all friction from entering the market:
Once invested, you receive clear portfolio reports, regular performance updates, and market briefings. Virtual portfolio review meetings keep you connected to your investments and informed about market conditions.
When it’s time to realise gains, we manage the entire process:
Sri Lanka’s regulations allow foreign investors to repatriate capital and profits freely through the proper channels, and we will have those channels established for you from the start. We coordinate with your custodian bank to convert rupees to your desired currency (USD, EUR, INR, etc.) at optimal rates and remit the funds to your overseas bank.
Real Estate Advisory
Sri Lanka’s real estate market is entering a multi-year growth phase, driven by urban modernisation, rising middle-class incomes, and mega-projects like Port City Colombo, which aims to position Colombo as a regional financial and lifestyle hub. For Sri Lankan Heritage Investors, this offers both capital appreciation potential and attractive rental yields, particularly in prime urban and tourism-linked locations.
We source high quality residential and commercial properties aligned with your investment goals:
We focus on markets with strong rental demand, infrastructure upgrades, and policy tailwinds. For example, Colombo’s Port City development is attracting foreign corporates and expatriate professionals, supporting both rental growth and long-term asset appreciation.
Investing in property from overseas is complex, we simplify it.
We offer turnkey rental management through trusted local partners, tenant sourcing, property upkeep, rent collection, so you earn steady income without operational hassles. When exiting, we manage resale timing, marketing, and valuation, ensuring proceeds are repatriated tax-efficiently under Sri Lankan regulations.
Private Equity
Sri Lanka’s private equity sector offers unique, high-upside opportunities. As the economy stabilises and reforms take hold, entrepreneur-led businesses in sectors like renewable energy, technology, healthcare, consumer goods, and export manufacturing are poised for rapid expansion.
We conduct thorough analysis, structure investments carefully, and support ongoing governance to help generate long-term value.
Through our network, you gain access to off-market opportunities rarely visible to overseas investors, from early-stage start-ups to scalable mid-sized companies. These are carefully selected for growth potential, sector relevance, and alignment with Sri Lanka’s economic resurgence.
Every deal is vetted with independent legal, financial, and operational experts, ensuring your capital is deployed into ventures with both strong fundamentals and realistic exit paths.
We apply a multi-layered screening process:
We structure your investment for tax efficiency and legal protection, setting clear governance rights. Post-investment, we maintain oversight from monitoring KPIs to liaising with management and keep you updated through transparent progress reports.
We design exit strategies before you invest, whether through IPOs on the CSE, strategic trade sales, or buyouts with a focus on maximising returns and enabling smooth repatriation of proceeds to your country of residence.
Family Office
One of the biggest hurdles for overseas investors is navigating banking, custody, and currency regulations. We remove these frictions by integrating your investments with Sri Lanka’s banking system through our partnerships with leading local and international banks.
Through our partner banks, we support clients with efficient account opening, remittance, and custodial services. Our team ensures your banking setup is seamless and secure.
We facilitate:
Custodian accounts in your own name, with online access for complete transparency
We secure competitive FX rates for conversions and ensure that all capital inflows/outflows comply with Sri Lankan exchange control laws. Dividends from listed equities and interest from qualifying bonds can be remitted tax-free, while proceeds from asset sales are transferred swiftly through approved channels.
We act as your financial liaison in Sri Lanka, coordinating with banks, brokers, and regulators on your behalf. Whether it’s account compliance, documentation updates, or troubleshooting transactions, we ensure frictionless operations without you needing to be on the ground.
We provide secure online access to account and portfolio data, plus scheduled reviews to identify banking or credit solutions that could further optimise your investment operations. This keeps your financial link to Sri Lanka compliant, agile, and future-ready.
Colombo
London
Dubai
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