Valterix Assets

Stock Market Investments

Investment PackagesBuilt Around Your Goals

Explore structured stock-market investment packages designed for different investment levels. Review the investment amount, projected return range, investment period, management approach and estimated LKR values before choosing the package that fits your requirements.

3 Investment Levels

12 Month Term

Actively Managed

01

Coral

ENTRY TIER

USD 2,000 · 12 Months

02

Amber

MID TIER

USD 5,000 · 12 Months

03

Teal

PREMIUM TIER

USD 7,500 · 12 Months

OverviewReturn DetailsLKR EstimateInvestment StructureTerms

ENTRY TIER

Coral

A great starting point for new investors.

Designed for new investors beginning a structured stock-market allocation.

Minimum Investment

USD 2,000

Monthly Return

USD 26.66 – 30.00

Estimated Monthly Return

1.33% – 1.50%

Investment Period

12 Months

Management

Actively Managed

Withdrawal

As per Terms

Understanding Your Potential Return

The figures below are a simple reading of the stated monthly return range. They are not a compounded yield and should not be treated as a guaranteed annual return.

USD 2,000

Investment

1.33% – 1.50%

Estimated monthly return

USD 26.66 – 30.00

Monthly income

USD 319.92 – 360.00

Estimated 12-month income

Estimated annualized simple return

16.00% – 18.00% annually

Calculated as monthly return % × 12. This is a simple annualization of the stated monthly range, not a compounded or guaranteed yield.

Estimated LKR Values

LKR values are indicative conversions based on the current reference USD/LKR exchange rate and may change as exchange rates fluctuate.

Fetching current rate

1 USD = LKR 305.50

Retrieving the current USD/LKR reference rate.

ItemUSDEstimated LKR
Minimum InvestmentUSD 2,000LKR 611,000
Monthly Return — LowUSD 26.66LKR 8,145
Monthly Return — HighUSD 30.00LKR 9,165
12-Month Income — LowUSD 319.92LKR 97,736
12-Month Income — HighUSD 360.00LKR 109,980

Actual LKR conversion amounts may differ depending on the applicable exchange rate, bank or payment provider rates, fees, transaction timing and other applicable charges.

Investment Structure

Minimum Investment
USD 2,000
Investment Period
12 Months
Management
Actively Managed
Withdrawal
As per applicable terms

How It Works

  1. 01

    Select a Package

    Review the available investment levels and select the package applicable to your investment amount.

  2. 02

    Submit Investment

    Complete the required registration and investment process.

  3. 03

    Active Management

    The investment is managed according to the applicable investment strategy and package terms.

  4. 04

    Receive Returns

    Returns are calculated and paid according to the applicable package terms.

Package Terms

12 Months

Actively Managed

As per applicable package terms

The displayed return figures are based on the supplied package parameters and should be treated as stated or estimated returns subject to the applicable terms.

Investment packages are denominated in USD. LKR figures shown on the website are estimates based on the current reference USD/LKR rate.

Request a ConsultationCompare Packages

MID TIER

Amber

A higher level for growing investors.

Designed for growing investors ready for a higher participation level.

Minimum Investment

USD 5,000

Monthly Return

USD 66.66 – 75.00

Estimated Monthly Return

1.33% – 1.50%

Investment Period

12 Months

Management

Actively Managed

Withdrawal

As per Terms

Understanding Your Potential Return

The figures below are a simple reading of the stated monthly return range. They are not a compounded yield and should not be treated as a guaranteed annual return.

USD 5,000

Investment

1.33% – 1.50%

Estimated monthly return

USD 66.66 – 75.00

Monthly income

USD 799.92 – 900.00

Estimated 12-month income

Estimated annualized simple return

16.00% – 18.00% annually

Calculated as monthly return % × 12. This is a simple annualization of the stated monthly range, not a compounded or guaranteed yield.

Estimated LKR Values

LKR values are indicative conversions based on the current reference USD/LKR exchange rate and may change as exchange rates fluctuate.

Fetching current rate

1 USD = LKR 305.50

Retrieving the current USD/LKR reference rate.

ItemUSDEstimated LKR
Minimum InvestmentUSD 5,000LKR 1,527,500
Monthly Return — LowUSD 66.66LKR 20,365
Monthly Return — HighUSD 75.00LKR 22,913
12-Month Income — LowUSD 799.92LKR 244,376
12-Month Income — HighUSD 900.00LKR 274,950

Actual LKR conversion amounts may differ depending on the applicable exchange rate, bank or payment provider rates, fees, transaction timing and other applicable charges.

Investment Structure

Minimum Investment
USD 5,000
Investment Period
12 Months
Management
Actively Managed
Withdrawal
As per applicable terms

How It Works

  1. 01

    Select a Package

    Review the available investment levels and select the package applicable to your investment amount.

  2. 02

    Submit Investment

    Complete the required registration and investment process.

  3. 03

    Active Management

    The investment is managed according to the applicable investment strategy and package terms.

  4. 04

    Receive Returns

    Returns are calculated and paid according to the applicable package terms.

Package Terms

12 Months

Actively Managed

As per applicable package terms

The displayed return figures are based on the supplied package parameters and should be treated as stated or estimated returns subject to the applicable terms.

Investment packages are denominated in USD. LKR figures shown on the website are estimates based on the current reference USD/LKR rate.

Request a ConsultationCompare Packages

PREMIUM TIER

Teal

Expanded access for premium investors.

Designed for premium investors seeking expanded access.

Minimum Investment

USD 7,500

Monthly Return

USD 100.00 – 112.50

Estimated Monthly Return

1.33% – 1.50%

Investment Period

12 Months

Management

Actively Managed

Withdrawal

As per Terms

Understanding Your Potential Return

The figures below are a simple reading of the stated monthly return range. They are not a compounded yield and should not be treated as a guaranteed annual return.

USD 7,500

Investment

1.33% – 1.50%

Estimated monthly return

USD 100.00 – 112.50

Monthly income

USD 1,200.00 – 1,350.00

Estimated 12-month income

Estimated annualized simple return

16.00% – 18.00% annually

Calculated as monthly return % × 12. This is a simple annualization of the stated monthly range, not a compounded or guaranteed yield.

Estimated LKR Values

LKR values are indicative conversions based on the current reference USD/LKR exchange rate and may change as exchange rates fluctuate.

Fetching current rate

1 USD = LKR 305.50

Retrieving the current USD/LKR reference rate.

ItemUSDEstimated LKR
Minimum InvestmentUSD 7,500LKR 2,291,250
Monthly Return — LowUSD 100.00LKR 30,550
Monthly Return — HighUSD 112.50LKR 34,369
12-Month Income — LowUSD 1,200.00LKR 366,600
12-Month Income — HighUSD 1,350.00LKR 412,425

Actual LKR conversion amounts may differ depending on the applicable exchange rate, bank or payment provider rates, fees, transaction timing and other applicable charges.

Investment Structure

Minimum Investment
USD 7,500
Investment Period
12 Months
Management
Actively Managed
Withdrawal
As per applicable terms

How It Works

  1. 01

    Select a Package

    Review the available investment levels and select the package applicable to your investment amount.

  2. 02

    Submit Investment

    Complete the required registration and investment process.

  3. 03

    Active Management

    The investment is managed according to the applicable investment strategy and package terms.

  4. 04

    Receive Returns

    Returns are calculated and paid according to the applicable package terms.

Package Terms

12 Months

Actively Managed

As per applicable package terms

The displayed return figures are based on the supplied package parameters and should be treated as stated or estimated returns subject to the applicable terms.

Investment packages are denominated in USD. LKR figures shown on the website are estimates based on the current reference USD/LKR rate.

Request a ConsultationCompare Packages

Compare
Investment Packages

This comparison is informational. Packages differ by investment level, not by a ranked visual hierarchy.

CoralAmberTeal
TierEntryMidPremium
Minimum Investment$2,000$5,000$7,500
Monthly Return$26.66–$30.00$66.66–$75.00$100.00–$112.50
Monthly Return %1.33% – 1.50%1.33% – 1.50%1.33% – 1.50%
Estimated Annualized Simple Return*16.00% – 18.00%16.00% – 18.00%16.00% – 18.00%
Period12 Months12 Months12 Months
ManagementActiveActiveActive
WithdrawalAs per termsAs per termsAs per terms

*Estimated annualized simple return is calculated by multiplying the stated monthly return range by 12. It is not a compounded annual return and should not be interpreted as a guarantee of future performance.

View CoralView AmberView Teal

Calculate Your
Estimated Return

Estimate USD and LKR values using the stated package return range and the current reference exchange rate.

$

Fetching current rate

1 USD = LKR 305.50

Retrieving the current USD/LKR reference rate.

Investment in LKR
LKR 1,527,500
Estimated Monthly Return
USD 66.66 – 75.00
Estimated Monthly Return in LKR
LKR 20,365 – LKR 22,913
Estimated 12-Month Income
USD 799.92 – 900.00
Estimated 12-Month Income in LKR
LKR 244,376 – LKR 274,950
Package selected
Amber

Frequently Asked
Questions

USD 2,000.

USD 5,000.

USD 7,500.

The stated package period is 12 months.

Displayed figures are estimated returns based on the supplied package parameters. They are not a guarantee of future performance and remain subject to applicable terms and conditions.

LKR values are converted using the current reference USD/LKR exchange rate, which can change over time.

The calculator uses the current reference USD/LKR rate retrieved from the configured exchange-rate service. If that rate cannot be retrieved, a clearly labelled fallback reference rate is used.

Withdrawal is as per the applicable package terms. Exact conditions are documented in the package terms and legal disclosures.

Important Investment Information

Investment values and returns can be affected by market conditions, currency movements and the terms applicable to the selected package. Displayed return figures are estimates based on the stated package parameters and should not be interpreted as a guarantee of future performance.

  • Past performance, if shown, does not guarantee future results.
  • Currency conversion values are indicative.
  • Actual LKR conversion may differ from the displayed estimate.
  • Withdrawal conditions are subject to the applicable package terms.
  • Investors should review the complete terms before investing.
  • Any applicable fees, taxes, regulatory requirements or transaction charges should be reviewed separately where applicable.

Review the terms and conditions and risk disclosure before making an investment decision.

Next step

Ready to Explore Your Investment Options?

Review the available investment packages and speak with our team to understand the applicable terms.

Request a ConsultationContact Our Team