To promote financial planning, wealth management concept:

Bartleet TransCapital to tie-up with top foreign company

Hiran H. SENEWIRATNE

Bartleet TransCapital Ltd, will tie-up with the world’s largest financial planning and investment advising company to promote financial planning and the wealth management concept among local individuals and professionals.

At present, the demand for authentic financial planning and wealth management services is increasing among many professionals in the country, despite the current economic crisis, Director/Chief Executive Officer, Bartleet TransCapital Ltd, Indrajith Fernando told Daily News Business.

The wealth factor concept has been tailor-made to cater to the needs of professionals and individuals looking to secure their future by generating wealth among professionals in the country, he said.

“This is a very comprehensive wealth management strategy for all individuals and professionals to manage financial planning as wealth management services are becoming more popular as many professionals are interested in obtaining this service as a retirement plan,” he said.

The company has a well qualified team of professionals to advise people and most of their clients are busy executives, senior level executives and high networth individuals in the country. Therefore, this advice is offered to clients based on their age and income level, he said.

The company recently launched the wealth factors in Sri Lanka to provide authentic financial planning, wealth preservation and wealth creation strategies among individuals and professionals and most of them are interested in getting this service, he said.