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 customized solution.

Chanaka LIyanage
Chief Agency Officer - AIA Sri Lanka
Main Services
01.
One-on-one Consultancy
02.
Corporate Sessions
03.
Informational Sessions
04.
Wealth Planning
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
Warren Buffett
Topics I Discuss
Navigating Your Financial Health, Family Protection, and Wealth Strategies
01.
COVID-19 Aftermath Effects
Is Your Wallet Feeling the Pandemic? Exploring the Financial Learnings from COVID-19
02.
Lifespan of a Person
From Diapers to Dependents: Financial Planning for Every Stage of Life
03.
Income and Expenses Analysis
Master Your Money: The Ultimate Guide to Analyzing Your Income and Expenses
04
Asset and Liability Analysis
Building Wealth or Drowning in Debt? How to Analyze Your Assets and Liabilities for Financial Success
05.
How to Secure Your Family's Financial Future
Protect Your Loved Ones: The Essential Guide to Securing Your Family’s Financial Future
06.
Fundamentals of Financial Discipline
From Spender to Saver: How to Master Financial Discipline and Build Wealth
07.
Financial Planning Pyramid
Climb the Pyramid to Financial Success: The Step-by-Step Guide to Building a Strong Financial Foundation
08.
Savings and Investment Options
Invest in Your Future: The Ultimate Guide to Savings and Investment Options
09.
Main Reasons to Build a Fund
Money on Your Mind? Discover the Triggers That Will Help You Save for the Long-Term
10.
Overcoming Barriers in the Current Context
Navigate the Economic Landscape: How to Overcome Barriers to Financial Planning in the Current Context
11.
Self-Assessment Questionnaire
Know Yourself, Know Your Money: Use This Self-Assessment Questionnaire to Build a Personalized Financial
Plan
Testimonials
What Clients Are Saying

Dhanesh R. Jayathilaka
"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!"

Supun Rajapaksa

Maneesha Perera
"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!"

Jyoti ekanayake

CHAMINDA RANASINGHE
"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."

CHATHURANGA ABEYRATNE
"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."

Krish Amalean
"Prompt service, precise advice and an extremely professional yet friendly attitude to complete all transactions and queries with ease. Good knowledge of insurance strategies and worked well on timely matters to adjust plans according to the goals. Highly recommend him as one of the best financial consultants in Sri Lanka."

Sushanya Samarakkody
"Thanks for the patient hours of explaining. Every aspect was very effectively put forward. Kudos for your efficiency & follow-up and very good knowledge of all the products. You really are a good wealth planner because you make the client feel totally at ease."

Fazana Ibrahim
"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."

Sutharshanan Nagaratnam
"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."

Linton De Silva
"I've had the pleasure of knowing and working alongside Vinal Silva for several years in the life insurance industry, albeit in different companies. Vinal is not only a gentleman but also an exceptional professional who brings a wealth of expertise to the table, especially in the realm of client wealth management. His approach goes far beyond the traditional boundaries of life insurance, offering clients comprehensive strategies that truly enhance their financial well-being. Vinal's ability to navigate complex financial landscapes and provide tailored solutions has been nothing short of impressive. On a personal note, I've often found myself turning to Vinal for insights and advice, and his guidance has been invaluable to me. His dedication to his clients and his deep knowledge of wealth management make him an asset to any organization. I highly recommend Vinal Silva to anyone seeking a professional who is not only skilled in life insurance but also excels in client wealth management."

Karen Rubera
"At our staff wellness day, Vinal was given the task of doing a session on financial well being. Within his 2 hour session, he succinctly spoke about how we should manage our income and expenses, about the 4 fears and what solutions are available for these fears, etc. The topics that he spoke on are woven into the fabric of our daily lives, but these are not taught at either primary, secondary or tertiary levels of education. Thank you Vinal for giving us much food for thought and guiding us on these very important topics."

Mufthy Muneer
"Vinal De Silva's workshop at Prym Intimates Lanka
was a true eye-opener! It enlightened us on the
importance of savings, planning for retirement, and
effectively managing wealth. The session was not
only insightful but also empowering, leaving us
inspired to take control of our financial future. A
heartfelt thank you to Vinal De Silva for sharing such
valuable knowledge!"