Application Process

The Recommended Application Process


  1. Please call Innovest on (0094) 77 67 67 166 or (0094) (011) 2 67 67 55 to place an appointment to discuss the services provided.
  2. Upon the complete understanding of the terms and conditions offered by the company, decide on the proportions to be invested in fixed income securities and listed equity as well as the contract period (between 6 months and 5 years).
  3. Fill the application form stating all details.
  4. An account will be opened with the custodian bank (Sampath Bank PLC).
  5. Issue an A/C Payee only cheque (in your own name) for the investment amount or transfer an existing portfolio.
  6. Your investments will then be managed by Innovest Investments (Pvt) Ltd.
  7. At the end of the contract period, you have the option of either extending the services or requesting the bank for a return cheque with your investments plus gains less the commission.