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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 customized solution.

“Vinal is a well-matured, knowledgeable, honest and committed Senior Wealth Planner I have come across. 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 does it with a lot of personal experience. Listen to him for 30 minutes and you will realize!”

Chanaka LIyanage
Chief Agency Officer - AIA Sri Lanka

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.

“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