Overview

Small & Medium Wealth Management (Pvt) Ltd

Information by Research TrustFinance

https://www.smwealth.lk/

Small & Medium Wealth Management (Pvt) Ltd is a boutique investment management company based in Colombo, Sri Lanka. It is licensed by the Securities and Exchange Commission of Sri Lanka (SEC) as an Investment Manager. The company focuses on providing discretionary and non-discretionary portfolio management services, along with investment advisory, aiming to deliver superior risk-adjusted returns through a disciplined, research-driven investment process. Their client base includes high-net-worth individuals, family offices, and institutional investors primarily within Sri Lanka.

Founded in
Sri Lanka

Sri Lanka


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service