Your Parth to Smarter, Diversified Investing Starts Here!

Simple, transparent and accessible investing for everyone.

Know Who We Are

About Serendib Wealth

Guiding You Toward Smarter, Strategic Investing

Serendib Wealth is built to make investing simple and accessible for everyone. Our goal is to guide you with clear information, reliable support, and investment options that fit your goals.

We offer a range of professionally managed funds so you can invest in equity funds, fixed income products, and diversified portfolios with ease. Every investor receives straightforward guidance and a smooth digital experience from start to finish.

At Serendib Wealth we focus on trust, transparency, and long term growth so you can build a stronger financial future with confidence.

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Investments for the Everyday Person

Our fund range is built to support the goals of everyday investors through trusted expertise and disciplined management. Whether you are starting your journey or growing your portfolio, our funds give you simple access to equity, income, and diversified investment opportunities managed with care.

The Serendib Money Market Fund is aimed at providing investors with security of capital and competitive short term returns. The fund invests in highly liquid money market instruments including treasury bills, repurchase agreements, and short term corporate debt. It is structured for investors who require quick access to funds with minimal risk.

  • Fund Type – Money Market
  • Invest In – Treasury Bills, Short Term Corporate Debt, Repurchase Agreements, and Money Market Instruments
  • Risk Return – Low
  • Minimum Investment – Rs. 5,000
  • Management Fee – 0.50%

The Serendib Balanced Fund is aimed at offering a combination of growth and income by investing in both equities and fixed income instruments. The portfolio is managed to maintain an optimal balance between return and risk. It is suitable for investors seeking moderate growth with controlled exposure to market volatility.

  • Fund Type – Balanced
  • Invest In – A mix of Equities, Government Securities, Corporate Debt, and Fixed Income Instruments
  • Risk Return – Medium
  • Minimum Investment – Rs. 10,000
  • Management Fee – 1.00%

The Serendib Income Fund is aimed at delivering stable and consistent returns through investments in high quality fixed income securities. The portfolio is composed of government securities and investment grade corporate debt instruments. The fund is designed for investors looking for income and capital preservation with a lower level of risk.

  • Fund Type – Income
  • Invest In – Government Securities, Corporate Debt, Deposits, and Money Market Instruments
  • Risk Return – Low to Medium
  • Minimum Investment – Rs. 10,000
  • Management Fee – 0.60%

The Serendib Equity Fund is aimed at providing long term capital growth by investing in listed companies with strong performance potential. The fund follows a disciplined research driven approach and maintains exposure to diversified sectors within the equity market. It is structured for investors seeking higher returns and willing to accept movements in market conditions.

  • Fund Type – Equity
  • Invest In – Listed Equities, Growth-Oriented Companies, Diversified Sectors
  • Risk Return – High (Higher long term return potential with market fluctuations)
  • Minimum Investment – Rs. 10,000
  • Management Fee – 1.50%

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Where we are

Level 5,

57, Alwis Place,

Colombo, Sri Lanka.

Contact Us

Hotline : 1360
Office Line : +94 112 579 8426
E-mail : contact@serendibwealth.xyz