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Services

We All Need Help to Realize What We Want Most.

As a professional Wealth Planner, I take a lot of time to understand the clients expectations and requirements, explain every aspect of each option, and find the best and most suited or customised solution.

“Vinal is a well-matured, knowledgeable, honest and committed Senior Wealth Planner I have come a cross. Someone should be lucky to get a call from him! Reason is that he will give anyone the best guidance, advise to protect anyone's life, health, retirement and savings options. He is doing it with a lot of personal experience. Listen to him for 30 minutes and you will realize!”

Chanaka LIyanage

Main Services

01.

One-on-one Consultancy

Have a discussion with a client & understand the priority and propose the most suitable solution.
02.

Corporate Sessions

Conduct educational sessions to leading corporates on the importance of financial planning and protection.
03.

Informational Sessions

Invite public to join and conduct sessions on topics relevant to planning for the future.
04.

Wealth Planning

Educate clients on options to accomplish their wealth in the short, medium & long term.

Topics I Discuss

01.

Financial Need Analysis

Understanding the gaps, priorities as one plans their future.

02.

50:30:20 Budgeting Rule

Determining whether you are financially disciplined.

03.

Life Span of a Person

Understanding the stages in a persons life, keys tasks during each stage to accomplish and common fears faced during the income generating period.

04.

Human Value

Calculation of the income / expenses to determine an individuals value to a family.

Testimonials

What Clients Are Saying

"Vinal is such a wonderful person and a great team player. I have worked for many associations and he's the best team mate I have worked with. He was the Vice President at BNI ® Elite during my tenure as the President, and as the founder VP and he was very supportive. Vinal has an amazing ability to get things done. In the Insurance field, his knowledge is unmatchable and due to my busy schedule I asked him to meet with my wife who is a lawyer to pitch a few solutions. She was very impressed after his presentation, and said that he was like a 'Guru of Insurance'! I wish him all the very best for his career!"

Dhanesh R. Jayathilaka

"Vinal is very professional in his work and had provided very valuable advisory for my life insurance. He is always ready to help and go the extra mile to fully understand my financial situation before providing the most appropriate solution. He has been extremely courteous and helpful in his service. He is definitely more than just an ordinary wealth planner. A good wealth planner is hard to find; and an excellent Wealth Planner like Vinal is even more difficult to find. You can only meet Wealth Planners like Vinal by luck, but not by request."

Supun Rajapaksa

"Vinal is an extremely committed and attentive Wealth Planner. He took the time to carefully explain to me how the smart pension policy works, answered every question I had and took all of my requirements into consideration. It was a pleasure dealing with him!"

Maneesha Perera

"Many agents approach us (Insurance, Investment, etc) but all they are interested in is selling the policy and not disclosing all the benefits or options we should consider. I was surprised at the integrity demonstrated which gave me the confidence to invest in the Smart Wealth Management Plan offered."

Jyoti ekanayake

"Met Vinal and got his consultations on wealth planning. Out of many others whom I met, he is extremely professional and helpful. Knows his subject and understands the client well. In my busy schedule, I prefer concise and clear briefing than trying to brainwash me with too many attractive facts... Vinal is such rare and unique professional . Highly recommended absence of influence of any sort."​

CHAMINDA RANASINGHE​

"I have met so many insurance agents but he was very different. Provided a very professional service from the first day. He had a vast knowledge about his job. I would recommend his service to anyone who needs a professional service with great care."

CHATHURANGA ABEYRATNE

"Very professional and prompt. Always responds within 10 minutes to any message. Able to clarify any confusions. Step by step makes you understand details of the policy, claims. I’m glad my family selected Vinal as our insurance consultant as wealth manager. I wish him the very best and will continue to be his client."​

Fazana Ibrahim

"I got to know Vinal from our business circle. Unlike many other insurance professionals, Vinal is an expert in wealth management consulting. He was able to provide me thorough understanding on how wealth management works and how I can benefit from it. I highly recommend Vinal for anyone who is looking at managing their wealth and protection."

Sutharshanan Nagaratnam

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