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.
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