Prudent financial planning with NDB Wealth | Sunday Observer

Prudent financial planning with NDB Wealth

1 November, 2020

Having studied and identified the gaps in the market for Wealth management solutions, NDB Wealth shares an action plan to enable prudent financial planning, which can have an impact on the lives of investors as well as their near and dear ones. 

Reviewing savings and investment accounts are vital to ensure they are in the right place and that your risks are controlled. Doing this on your own can be a challenging task to most individuals both in terms of time and money. Funds sitting idly in a savings or a current account will not bring any long term benefit.

Having the right wealth manager or investment adviser will help you make a prudent savings plan. Seeking the assistance of an expert financial advisor like NDB Wealth can help you to make sound decisions. Moving funds to a money market such as NDB Wealth Money Plus account will be one positive option.

“Financial planning and fund management is increasingly playing a critical role in the life of every person. Whether you are planning for your retirement or are saving for a rainy day, it’s important to know that you are doing the right thing for yourself, your family or even your business,” stated Indika De Silva, Assistant Vice President – Investment Management.

Money Plus, a Money Market Fund, from NDB Wealth is a savings plan with a current yield of 7.10%* (as at 8th October) which will help individuals and families meet their short term and long term financial goals. Money Plus offers the flexibility of being able to withdraw funds, at any time, with no penalty.

*Current yield is variable and subject to change. Past performance is not indicative of future performance.

Investors are advised to read and understand the contents of the Exploratory Memorandum before investing. Among others, investors should consider the fees and charges involved.