MBSL promotes investment management, margin trading for Bourse investors

Leading licensed margin trading provider Merchant Bank of Sri Lanka PLC provides margin trading facilitates to its clients at a very competitive rate, in spite of increasing interest rates in the debt market and competitor rates. Margin trading facilities allows stock market investors to pledge their share portfolios and obtain credit facilities for the purpose of purchasing more shares.

Investors continued to adopt an active participation in investing, although there are signs of a reversal with the rallying of the capital markets and enhanced investor presence in the Colombo Stock Exchange. Hence, the margin facility will enable the investors to grab the present investment opportunities available in the capital market.

MBSL fund management service is designed to provide investors with a diversified range of securities listed on the CSE as well as fixed income securities such as Treasury bills and bonds according to the investment objectives of the investors.  

Since every investor is different, the MBSL Investment Management process is designed to identify individual needs, and present a portfolio that is appropriate and adaptable to any future changes in circumstances.

It has never been more important to plan for future financial security, while at the same time there have never been more investment choices.  The institution has constructed a range of solutions with the aim of providing an active ongoing portfolio management to achieve the results that provide peace of mind.

MBSL fund management aims to offer a professional and tailored fund management service to the investors, which is achieved by a precise and simple risk analysis assessment process that identifies each individual investor’s risk profile and investment requirements and actively managed investment portfolios that are subject to constant review and due diligence checks.

In addition to this it also looks into optional access to alternative investment funds where preferred by the investor and appropriate within the risk profile assessment process, regular investor risk profile assessment and protecting the investor and the manager through detailed reporting when required by the investor.