Beyond Wealth - Sri Lanka

Beyond Wealth is an Independent Financial Advisory service. Beyond Wealth is all about achieving your dreams and personal goals. We are absolutely and in every sense of the word’s meaning, independent, and we maintain that status by offering a wide array of financial instruments by incorporating the synergies with our product partners across the financial market which facilitates your individual financial objectives. Beyond Wealth (Pvt) Limited was incorporated on the 12th of May 2015, as a private company registered under the companies Act no. 7 of 2007, to continue the investment education and advisory services carried out by Bartleet TransCapital Limited. Bartleet TransCapital Limited was the pioneer to provide independent financial advisory services in the country and has been catering to the needs of the clients for more than a decade. Our Vision “ To be the leading independent investor educational service provider in the country committed towards providing superior high-quality investment advice.” Our Mission “ To help our clients achieve financial independence by creating and adhering to a financial plan that is personalized based on the client’s pre-requisite goals and objectives.” Our Services Financial Planning Solutions for Individuals •Wealth Management Solutions – a full suite of savings and investment solutions tailor made to suit each individuals Objectives differently. •Retirement Planning – helping you plan for a comfortable and early retirement •University Fees and Education planning- overview on funding options for your children’s higher education Insurance Services •Life Insurance - how much does your family need in the case of an unfortunate event •Critical Insurance Strategic Financial Solutions for Corporates •Consultancy services for small and medium enterprises •Quarterly KPI reports for corporates •Debt Restructuring •Special reports prepared based on the Management request.