NDB Wealth Resources

Application forms

NDB Wealth offers a range of application forms designed to make the onboarding and investment process smooth, secure, and transparent for all clients. Each form serves a specific purpose and helps gather the necessary information to create, update, or manage your investment account with NDB Wealth.

Client Profile Individual Form

Account Opening Form

Standing Instruction Regular Savings plan Form

Standing Instruction Regular Withdrawal plan Form

Standing Instruction Regular Withdrawal plan Form

Newsletters

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Newsroom

NDB WEALTH KICKS OFF WEALTH MANAGEMENT CAMPAIGN FOR FESTIVE SEASON

9 December 2018

NDB WEALTH COMMENCES CAMPAIGN FOR FESTIVE SEASON

11 December 2018

NDB WEALTH KICKS OFF WEALTH MANAGEMENT CAMPAIGN FOR FESTIVE SEASON

13 December 2018

NDB WEALTH KICKS OFF CAMPAIGN FOR FESTIVE SEASON

14 December 2018

NDB WEALTH KICKS OFF A CAMPAIGN FOR FESTIVE SEASON

20 December 2018

NDB WEALTH SPONSORS 2016 SRI LANKA NATIONAL JUNIOR GOLF RANKING AWARDS

21 January 2017

NDB WEALTH FOCUSES ON FINANCIAL INDEPENDENCE

8 February 2017

NDB PRIVATE WEALTH CENTER, SRI LANKA'S FIRST ALL-IN-ONE FINANCIAL SERVICE HUB

30 August 2017

NDB WEALTH OFFERS 'MONEY MARKET ACCOUNTS' FOR HIGHER RETURNS

17 March 2017

BENEFIT FROM AVURUDU'S GOOD FORTUNE THROUGH NDB WEALTH'S RETIREMENT PLANS

08 April 2017

NDB WEALTH'S RETIREMENT INCOME PLAN,A MOTHER'S DAY GIFT TO SECURE HER FUTURE

18 June 2017

NDB WEALTH MARKS 25 YEARS AS INDUSTRY LEADER

21 June 2017

'SIGNIFICANT INTEREST' FOR NDB PRIVATE WEALTH JUNIOR MASTERS GOLF ...

8 August 2017

TANIYA WINS 2017 NDB PRIVATE WEALTH JUNIOR MASTER CHALLENGE TROPHY

22 August 2017

CELEBRATING INTERNATIONAL WOMEN'S DAY AND 'SECURING' FINANCIAL FUTURE

25 August 2017

TANIYA WINS CHALLENGE TROPHY

25 August 2017

ENTRIES NOW OPEN FOR NDB PRIVATE WEALTH JUNIOR MASTERS GOLF ...

27 August 2017

NDB WEALTH 'REGULAR INCOME PLAN' HELPING MEET LIFE'S MILESTONES

13 September 2017

NDB WEALTH 'REGULAR INCOME PLAN', HELPING TO MEET LIFE'S MILESTONES

15 September 2017

MARK CHILDREN'S DAY 2017 WITH NDB WEALTH KID'S SAVER PLANS

13 October 2017

MAKE GOOD TIMES GREAT THIS DEEPAVALI WITH NDB WEALTH

16 October 2017

Brochures

NDB Wealth’s brochures and documents outline a set of “funds” and “plans” you can invest in depending on your risk appetite, time horizon and needs.

Fact sheets

NDB Wealth fact sheets provide a clear and concise overview of each investment fund managed by NDB Wealth. Designed to help investors make informed decisions, these fact sheets summarize key information such as the fund’s objective, performance, risk profile, asset allocation, and historical returns.

NDB Wealth Income Fund
Apr 2026

NDB Wealth Islamic Money Plus Fund
Apr 2026

NDB Wealth Money Fund
Apr 2026

NDB Wealth Money Plus Fund
Apr 2026

NDB Wealth Growth Fund
Apr 2026

NDB Wealth Gilt Edged Fund
Apr 2026

NDB Wealth Growth and Income Fund
Apr 2026

Media Room (Videos)

NDB Wealth fact sheets provide a clear and concise overview of each investment fund managed by NDB Wealth. Designed to help investors make informed decisions, these fact sheets summarize key information such as the fund’s objective, performance, risk profile, asset allocation, and historical returns.