Beyond Wealth is an Independent Financial Advisory service. Beyond Wealth is all about achieving your dreams and personal goals. By advising clients we enable them to realize their dreams and goals. We are absolutely and in every sense of the word’s meaning, independent, and we maintain that status by offering a wide array of financial instruments, through our specially selected partners.
As your investment advisor we would carry out a complete analysis of your current holdings, looking in to your financial circumstances. Review your short-term and long-term investment goals and objectives
Monitor and recommend changes as economic and market considerations dictate.
Advice you on the investment choices taking into consideration where you were, where you are and where you want to be
We have expertise knowledge of financial markets.
Qualified, Experienced & knowledgeable staff
Has the ability to obtain better rates through experience and has the potential to obtain the most suitable investments through accessing a wider spectrum of the Market players.
We treat all client information in strict confidence.
Deal in a transparent and open manner.
For any inquiries, please call or email us:
Hotline : +94 115 103 300
Fixed Line : +94 115 655 306
BeyondWealth (pvt) Ltd.
No.1, Level-01, Lake Crescent, Colombo-02,