NDB Aviva Wealth Management launched the ‘myeaglefunds’ series of risk related funds, which can be combined to create unique wealth management solutions to cover any life situation, from having children to retirement.
The life events and goals ranging from marriage, education, retirement savings or retirement income or any other goal, such as having to buy a house, can be met by selecting a single fund or a combination of the four funds under ‘myeaglefunds’ series, which have various risk, return and income payment terms.
Speaking at the launch of myeaglefunds, Vajira Kulatilaka, CEO, NDB Investment Banking Cluster, emphasized that client information security is a high priority at NDB Aviva Wealth Management, and as such, the company has implemented a strict ‘Business Continuity Plan’, and a ‘Disaster Recovery Process’; thereby giving clients peace of mind.
Prabodha Samarasekera, CEO, NDB Aviva Wealth Management, speaking of the myeaglefunds series said, “when clients come to us, some of the things we will try to identify are their risk appetite, their return needs and the type of cash flow needs. We can then custom design a wealth plan, using these products. Also, these services will further complement the currently available banking products, such as savings accounts and fixed deposits, and can cover any life situation”.
An interactive web site for myeaglefunds was also launched, where anyone can register and create an account. Visitors are guided through a series of questions normally asked by wealth managers. The site then generates a structured wealth plan for the user. Users can also check how a plan would have performed if they had initiated it a year ago. Customers will also be able to track their recommended plan or their own allocation daily to see how it performs in the future.
