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Learn Fundamental Analysis
Fundamental analysis involves evaluating a company's intrinsic value based on economic, financial, and other qualitative and quantitative factors. This section offers comprehensive resources to help you master fundamental analysis and apply it effectively.
Fundamental analysis involves analyzing a company’s financial statements, industry position, and broader economic conditions to determine its value and make investment decisions.
Open a CDS Account through the CSE App
To open a Sri Lanka individual CDS account use CSE App
To Open a company CDS Account contact the documentation division 0762 826 167 or 0775 976 296
To open a Foreign individual CDS account use CSE App
To Open a Foreign company CDS Account kindly contact the documentation division 0762 826 167 or 0775 976 296
Steps to open a CDS Account through the CSE App
Smartphone or a Tablet: Click on the Google Play icon or App Store icon on the last screen to install CSE Mobile App.
You will receive the following emails from CSE:
- Upon submission of all your required information in above step 3: email indicating ‘Submission of CDS Account Opening Application’.
- If all information provided by you is approved: email with ‘Completion of CDS Account Opening’.
- If the information provided by you is incomplete: email requesting ‘Returning of CDS Account Opening Application’.
You need to send the following email to Capital TRUST Securities:
- Email received above i) – ‘Submission of CDS Account Opening Application’, should be forwarded by you, at your earliest, to your preferred Investment Advisor (IA), requesting him or her to be assigned as your IA.
You will receive the following email from Capital TRUST Securities:
- ‘CDS Account Opening Notification from CapitalTRUST Securities (Pvt) Ltd’ – with information on how to conduct your account.
In case you don’t receive above emails, please contact: 0762 826 167 or 0775 976 296.
To Start trading on your CDS account, we kindly request that you proceed to make the required to activate Online Trading. After making the minimum deposit, attaching a photo of the deposit slip, you need to send an email to trading@capitaltrust.lk to receive your login credentials.
Open an Online Trading Account
Open a Margin Trading Account
Margin Trading facility is obtained by an investor pledging a CSE quoted share portfolio of the respective investor’s Central Depository System (CDS) account to a financial institution to obtain credit up to 50% of the market value of the quoted share portfolio pledged.
To obtain a Margin Trading facility, the investor must fill up a Margin Trading account opening form and sign a Margin Trading agreement, providing an undertaking from the stock brokering firm pledging the investor’s share portfolio to the lender. The Margin Trading agreement is a tri-partite agreement between the Lender, Investor (Borrower) and the Stock Brokering firm.
To get further information regarding Margin Trading, contact your investment advisor
Capital TRUST Securities facilitates agreements with the following Licensed Margin Trading Providers
Open an IIA Account
Inward Investment Account (IIA Account) is a special account, opened with any commercial Bank in Sri Lanka for the purpose of investing and repatriation of funds for foreigners.
Frequently Asked Questions
He or she should be over 18 Years old.
It depends on each person’s financial capability and risk appetite. However, we encourage you to not to invest more than 30% to 50% of your savings initially before investing further.
There are no fees charged to open an online trading account.
If the registration form is filled accurately , it will take one working day to activate an Online Trading and issue you the login Credentials.
You will receive the Daily Stock Watch, weekly Key Performance Indicators and other periodical research reports on WhatsApp if you have saved our hotline number which is 0777 233 633 as ‘CAPITAL TRUST’ on your mobile.
Click to Join our What’sApp Channel
Use ‘Forgot password’ option available in the system or send an email to trading@capitaltrust.lk from your verified email address stating your CDS Account number to reset your password.
There are fixed fees that are levied by all the brokering firms as directed by the Colombo Stock Exchange. Please click https://www.cse.lk/pages/transaction-costs/transaction-costs.component.html for more information.
Free of charge.
Your Investment Advisor will introduce a Margin Trading provider.
Due to current technical limitations of Atrad Online System:
– Advance charts will not be available between 10:15 AM and 11:15 AM.
– Chart data will be limited to the latest 3 months during trading hours.
– Save and Restore options of advance charts will be temporarily unavailable.
The current Atrad system was designed for the market capacity of CSE in 2015. As such, Atrad was not fundamentally designed to provide for a number of clients and trading volumes that is taking place at CSE in 2021. As such, only a very limited number of client logins are made available to all Brokering firms using Atrad. Due to such, we are reluctantly compelled to have a minimum deposit of Rs 100,000 (or Portfolio market value less outstanding of Rs 100,000) to provide an Atrad login, so we are able to provide these logins to clients who actively trade in the CSE.
– වයස අවුරුදු 18 ඉක්මවු ඕනෑම අයකුට CDS ගිණුමක් විවෘත කළ හැක
රුපියල් 100,000.00
මෙය මූලික වශයෙන් රඳා පවතිනුයේ ආයෝජකයාගේ මූල්ය හැකියාව සහ ඔහු විසින් දැරිය හැකි අවදානමේ ප්රමාණය මතය. මේ පිළිබඳ අපගේ අදහස නම්, අයෝජකයකු විසින් වැඩිදුර ආයෝජන කටයුතු කෙරේ යොමු වන තෙක්, මූලික වශයෙන් ස්වකීය ඉතුරුම් වලින් 30% ත් 50% ත් අතර ප්රමාණයක් කොටස් වෙළඳපොල ආයෝජනය සඳහා යෙදවීම සුදුසු බවයි.
අන්තර්ජාල කොටස් ගනුදෙණු සේවාව නොමිලේ ලබා ගැනීමේ අවස්ථාව අප විසින් ආයෝජකයින්ට පිරිනමා ඇත
අන්තර්ජාල කොටස් ගනුදෙණු සේවාව නොමිලේ ලබා ගැනීමේ අවස්ථාව අප විසින් ආයෝජකයින්ට පිරිනමා ඇත
ඔබ විසින් නමින් අපගේ 0777 233 633 ක්ෂණික ඇමතුම් අංකය ඔබගේ ජංගම දූරකථනය තුළ “Capital TRUST” නමින් ගබඩා කොට ඇත්නම් WhatsApp ඔස්සේ අප විසින් එවනු ලබන දෛනික “Daily Stock Watch” වාර්තාව සහ සතිපතා පළ කෙරෙන “Weekly Key Performance Indicators” වාර්තාව ඇතුළු යම් කාල සීමාවකට වරක් පළ කෙරෙන විශේෂ වෙළඳපොල පර්යේෂ්යණ වාර්තා ලබා ගැනීමට ඔබට හැකියාව ලැබෙනු ඇත. What’sApp Channel සමග එක්වන්න.
එහි සඳහන් “Forgot password” සේවාව භාවිත කිරීම මගින් හෝ නැතිනම් ඔබ විසින් අප වෙත ලබා දෙන ලද ඊ-මේල් ලිපිනය ඔස්සේ ඔබගේ ගිණුම් අංකය
නිවැරිදිව සටහන් කොට trading@capitaltrust.lk ඔස්සේ අප වෙත යොමු කිරීම මගින් නොපමාව නැවත ඔබගේ මුරපදය (password) ස්ථාපනය කර ගැනීමට පුළුවන.
සියළුම තැරැව්කාර සමාගම් විසින් අයකෙරෙන තැරැව්කාර ගාස්තුවකොළඹ කොටස් වෙළඳපොල මගින් අනුමත ස්ථාවර ගාස්තුවකි. https://www.cse.lk/home/transactionCosts වෙබ් පිටුව පරිශීලනයෙන් මේ පිළිබඳ වැඩිදුර තොරතුරු ඔබට ලබා ගත හැක.
කිසිදු අය කිරීමක් නොකෙරේ.
ඔබගේ ආයෝජන උපදෙශකවරයා විසින් ඔබට සුදුසු ආන්තින ණය පහසුකම් පිරිනමන ආයතනයක් (Margin Trading Provider) හඳුන්වා දෙනු ඇත.
වත්මන් Atrad පද්ධතිය 2015 දී CSE හි වෙළඳපල ධාරිතාව සඳහා නිර්මාණය කර ඇත. එබැවින්, 2021 දී CSE හි සිදු වන ගනුදෙනුකරුවන් සහ වෙළඳ පරිමාවන් ගණනාවක් සඳහා Atrad මූලික වශයෙන් නිර්මාණය කර නැත. එබැවින්, ඉතා සීමිත සංඛ්යාවක් පමණි. ඇට්රෑඩ් භාවිතා කරන සියලුම තැරැව්කාර සමාගම් සඳහා සේවාලාභී පිවිසුම් ලබා ගත හැකිය. එම නිසා, Atrad පිවිසුමක් ලබා දීම සඳහා අවම වශයෙන් රුපියල් 100,000 (හෝ Portfolio වෙළඳපල වටිනාකම රුපියල් 100,000 ට අඩු) තැන්පතුවක් තබා Atrad පිවිසුමක් ලබාගත හැකිය. එබැවින් CSE හි ක්රියාකාරීව වෙළඳාම් කරන සේවාදායකයින්ට මෙම පිවිසුම් ලබා දීමට අපට හැකි වේ.
Transfer of Funds
We maintain bank accounts with 11 different banks for your convenience and you could pay for the purchases of shares by transferring funds to any of the bank accounts mentioned below during 24 hours a day.
Alternatively, you could Deposit the cash / cheque to any one of the below mentioned bank accounts and forward the deposit slip to deposits@capitaltrust.lk.
ACCOUNT NO | BANK NAME | BANK CODE | BRANCH | BRANCH CODE | SWIFT CODE |
---|---|---|---|---|---|
002010470387 | Hatton National Bank | 7083 | City Office | 002 | HBLILKLX |
002930002979 | Sampath Bank | 7278 | Corporate Branch | 029 | BSAMLKLX |
1407283901 | Commercial Bank | 7056 | Foreign Branch | 003 | CCEYLKLX |
086400040806001 | Seylan Bank | 7287 | Millennium Branch | 086 | SEYBLKLX |
101110009616 | NDB Bank | 7214 | Nawam Mawatha Branch | 001 | NDBSLKLX |
8181 | Bank of Ceylon | 7010 | Metropolitan Branch | 618 | BCEYLKLX |
007001014544 | DFCC Bank | 7454 | City Office | 007 | DFCCLKLX |
046100290003175 | Peoples Bank | 7135 | First City Branch | 046 | PSBKLKLX |
024106000022 | Nations Trust Bank | 7162 | Millennium Branch | 024 | NTBCLKLX |
100311001694 | Pan Asia Bank | 7311 | Kollupitiya Branch | 003 | PABSLKLX |
0010137158001 | Amana Bank | 7463 | Corporate Branch | 001 | AMNALKLX |
Proceeds from the sale of shares will be transferred to your bank account on the settlement day through Common Electronic Fund Transfer Switch (CEFTS).
If you are residing overseas, you are required to open an Inward Investment Account (IIA) in order to transfer funds. You could get in touch with any licensed Commercial Bank in Sri Lanka in order to open an IIA.