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.

Eid Mubarak, from all of us at JB Financial.
28/05/2026

Eid Mubarak, from all of us at JB Financial.

A money market fund allows you to earn a daily return on your business’ excess cash, while letting you withdraw it anyti...
26/05/2026

A money market fund allows you to earn a daily return on your business’ excess cash, while letting you withdraw it anytime.

Between selling one asset and acquiring the next, your capital often sits in a "waiting room." Traditional FDs lock that...
24/05/2026

Between selling one asset and acquiring the next, your capital often sits in a "waiting room." Traditional FDs lock that room from the outside. But a unit trust which focuses on fixed income and high liquidity will provide you all the flexibility you need.

Did you know that you could use a gilt-edged unit trust fund which invests in government securities to build your emerge...
22/05/2026

Did you know that you could use a gilt-edged unit trust fund which invests in government securities to build your emergency reserve?

Dividing your investable funds among asset classes with relatively lower correlation to each other, is the key to making...
18/05/2026

Dividing your investable funds among asset classes with relatively lower correlation to each other, is the key to making sure your wealth is sheltered from the temporary, yet inevitable swings in market conditions.

Investing can make your money grow, but reinvesting returns consistently and automatically is how your investment can mu...
16/05/2026

Investing can make your money grow, but reinvesting returns consistently and automatically is how your investment can multiply. Unit trust funds take care of reinvestment automatically, making things so much easier for you.

A 40.80% return over the last 12 months is the result of a market recognizing the value we saw a year ago. We don't chas...
15/05/2026

A 40.80% return over the last 12 months is the result of a market recognizing the value we saw a year ago. We don't chase the surge; we position ourselves to be there when it happens.

A degree from a top university isn't just a milestone; it’s a long-term investment. An equity-focused unit trust can be ...
13/05/2026

A degree from a top university isn't just a milestone; it’s a long-term investment. An equity-focused unit trust can be a great way to take care of that expense painlessly.

Building a nest egg for retirement requires prudent asset allocation when you are young. A higher proportion of your fun...
10/05/2026

Building a nest egg for retirement requires prudent asset allocation when you are young. A higher proportion of your funds can go into equities with a gradual shift towards fixed income investments as you near retirement age.

Unit trusts are a great way to nurture your retirement nest egg, as you can seamlessly switch between funds.

We wish a very Happy Mother’s Day to all the amazing mums out there!
10/05/2026

We wish a very Happy Mother’s Day to all the amazing mums out there!

If you’re looking for a thrill, go to the races 🐎If you’re looking for long term wealth creation, come to the �JB Vantag...
07/05/2026

If you’re looking for a thrill, go to the races 🐎
If you’re looking for long term wealth creation, come to the �JB Vantage Value Equity Fund.

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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