JB Financial

JB Financial JB Financial is a private investment management company licensed under the Securities & Exchange Commission, Sri Lanka since 2011.

With over a decade of professionalism in asset management, we provide investors with the latest and best absolute result. JB Financial is a private investment management company licenced by the Securities and Exchange Commission of Sri Lanka and operational since 2011. With over a decade of professionalism in private asset management, we stand firm in providing investors with the latest and best a

bsolute results. We have received multiple accolades for our Unit Trusts and apply the most rigorous industry best practices including Global Investment Performance Standards (GIPS®) and CFA Institute’s Asset Manager Code. Be assured that while you get on with life, we’ll build, manage and preserve your wealth and generate competitive returns.

When you invest in an unit trust, you basically hire an elite team to do the work for you. Isn't that great?
28/08/2026

When you invest in an unit trust, you basically hire an elite team to do the work for you. Isn't that great?

At JB Financial, our legacy of trust in the financial services space spans nearly two decades.
26/08/2026

At JB Financial, our legacy of trust in the financial services space spans nearly two decades.

Funds invested in a unit trust are held by a trustee bank, not us.
25/08/2026

Funds invested in a unit trust are held by a trustee bank, not us.

Diversification across sectors is important in order to cushion the effects of bad times. Talk to us today to understand...
22/08/2026

Diversification across sectors is important in order to cushion the effects of bad times. Talk to us today to understand how we exercise that discipline in the JB Vantage Value Equity Fund.

Your goals decide which unit trust is right for you. Schedule a FREE online consultation with us to understand how to in...
20/08/2026

Your goals decide which unit trust is right for you. Schedule a FREE online consultation with us to understand how to invest.

A market that was cheap before the rally and is still cheap after it deserves your attention, not your hesitation. Conta...
31/07/2026

A market that was cheap before the rally and is still cheap after it deserves your attention, not your hesitation. Contact us today to get started on your investing journey.

After one of the Colombo Stock Exchange's strongest years on record, a period of consolidation is not a warning sign. It...
26/07/2026

After one of the Colombo Stock Exchange's strongest years on record, a period of consolidation is not a warning sign. It's a healthy reset.

Interest rates may swing up and down. Wealth is created when you can anticipate what’s coming. And we’ll do that job for...
22/07/2026

Interest rates may swing up and down. Wealth is created when you can anticipate what’s coming. And we’ll do that job for you, if you can just pick up the phone and call.

Well managed income funds are able to lock in rates for longer terms, which means even if interest rates fall, you as an...
16/07/2026

Well managed income funds are able to lock in rates for longer terms, which means even if interest rates fall, you as an investor can benefit from better returns compared to traditional bank-centric investments.

The returns on paper and the returns in your pocket are two different numbers. Withholding taxes and capital gains taxes...
14/07/2026

The returns on paper and the returns in your pocket are two different numbers. Withholding taxes and capital gains taxes, if applicable, can eat into your returns. Choose wisely.

Address

150, St Joseph Street
Colombo
01400

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00

Telephone

+94714862727

Website

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