Senior Corporate Investment Advisor
National Asset Management Agency Limited (Subsidiary of Union Bank in partnership with DFCC Bank)
Unit Trust Funds, Equity & fixed income instruments & portfolio management at CSE.
Advising high net worth individuals and Corporates in equity & fixed income instruments.
Over the past two years, I have successfully researched investment products, prepared presentations and developed client relationships as a Senior Corporate Investment Advisor with Sri Lanka’s pioneering Unit Trust Company National Asset Management Limited which is a joint venture between Sri Lanka’s two leading bank’s Union Bank and DFCC Bank with Singapore’s B P De Silva Group having a minor stake.
During a volatile period in the Colombo Stock Exchange I managed to bring in as of 01st May 2016 to 15th October 2016 investments accounting to LKR 33.3 Million when South Asian as well the Regional Asian Markets were going through a tough period. As for the year 2016 specially 2016 Q1 as well as back then Q2, Q3 when Chinese markets were down by 20% which cascaded to regional stock markets with Singapore, Hong Kong and India experiencing 12%, 13% & 8% heading towards a low trajectory respectively and with Sri Lanka’s CSE experiencing a 9% low, my contribution in convincing institutional investors as well as high net worth individuals to invest with the National Asset Management Limited during the above mentioned period clearly showcases my skills to bringing in investments even during hard times as well as to contain the existing wealth that was there with the Unit Trust company.