NDB Wealth promotes prudent financial planning

NDB Wealth offers an action plan to enable prudent financial planning which can have an impact on the lives of investors as well as their near and dear ones.

“Financial planning and fund management is increasingly playing a critical role in the life of every person. Whether you are planning for your retirement or are saving for a rainy day, it’s important to know that you are doing the right thing for yourself, your family or even your business,” states Indika De Silva, Assistant Vice President – Investment Management.

“Funds sitting idly in a savings or a current account will not bring any long term benefit. Having the right wealth manager or investment adviser will help you make a prudent savings plan. Seeking the assistance of an expert financial advisor like NDB Wealth can help you to make sound decisions. Moving funds to a money market such as NDB Wealth Money Plus account will be one positive option,” NDB Wealth says.

NDB Wealth also recommends that individuals look at the following areas to ensure financial planning is carried out efficiently. Advice and assistance can be sought from relevant persons as required.

“Organising financial paperwork which involves sorting out important documents such as a will and setting up power of attorney status is a much needed necessity in today’s rapidly changing world.