Bartleet Religare Securities
Bartleet Religare Securities is a Sri Lankan stock brokerage and investment advisory firm serving individual, institutional, and foreign investors on the Colombo Stock Exchange through broking, online trading, foreign desk services, and an extensive equity research platform.
- Company typePrivate
- Founded1989
- HeadquartersColombo, Sri Lanka
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
What Bartleet Religare Securities does
Bartleet Religare Securities (Pvt) Ltd is a privately held Sri Lankan stock brokerage and investment advisory firm founded in 1989 and headquartered at Bartleet House in central Colombo. The company operates as a licensed member of the Colombo Stock Exchange under Securities and Exchange Commission oversight, holding the distinction of being the first broking house in Sri Lanka to receive a BB+ credit rating with positive outlook from RAM Rating Lanka. It employs between 101 and 250 staff and serves three customer segments: individual retail investors (primary), institutional clients including banks, finance companies, and corporates, and foreign investors accessing Sri Lankan capital markets.
The firm's core offering combines transaction-based stock broking on the Colombo Stock Exchange with a self-directed online trading platform, a foreign desk for international clients, CDS account opening services (streamlined via QR code for five-minute onboarding), and SBL/RSS utilities. A large equity research operation underpins these services, publishing daily, weekly, and monthly market reports, morning briefs, earnings snippets and reviews, sector reports, IPO notes, initiation reports, strategy reports, and fact sheets, supplemented by research videos and podcasts. Revenue is generated primarily through brokerage commissions on equity and corporate debenture transactions and through investment advisory fees paid by individual and institutional clients. Distribution combines a digital self-serve channel with a sales-led motion via investment advisors, senior consultants, and a dedicated institutional sales team.
Bartleet Religare Securities pursues growth through digital onboarding modernization, multimedia research content, partnerships with the CSE and SEC on regional investor education, and gradual internationalization via the foreign desk. The firm carries no disclosed institutional or private equity backing and operates as an independent private company under Director/CEO Sujeewa Peiris.
Bartleet Religare Securities firmographics
Firmographics- Name
- Bartleet Religare Securities
- Legal name
- Bartleet Religare Securities (Pvt) Ltd
- Website
- https://bartleetreligare.com
- Company type
- Private
- Founded year
- 1989
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Bartleet Religare Securities is a Sri Lankan stock brokerage and investment advisory firm serving individual, institutional, and foreign investors on the Colombo Stock Exchange through broking, online trading, foreign desk services, and an extensive equity research platform.
- Ownership category
- akta.pro rank
Bartleet Religare Securities industry classification
Industry- Product category
- Securities Brokerage
- NAICS
- Securities and Commodity Contracts Intermediation and Brokerage (5231), Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)
- akta.pro primary industry
- Independent Broker-Dealers (Retail Network) (FSAAAAAC)
- akta.pro secondary industries
- Securities Borrowing & Lending (Equities/Bonds) (FSACAIAC), Margin Financing & Stock Loan Brokerage (FSAEACAO), Retail Investment Products (RIPs) & Packaged Products (PRIIPs/KIDs) (FSACAMAN)
Keywords
Where Bartleet Religare Securities is headquartered
LocationHeadquarters
- HQ city
- Colombo
- HQ country
- Sri Lanka
- HQ region
- Asia
Offices1 record
Markets served
Bartleet Religare Securities business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Stock Brokering and Trading Commissions: Transaction-based fees from stock broking services where clients trade securities through the platform
- Investment Advisory Fees: Fees generated from investment advisory services provided to individual and institutional clients
Go-to-market motion1 record
Distribution channels4 records
Marketing channels5 records
Bartleet Religare Securities product offering
Product offeringCore offering
Bartleet Religare Securities is a licensed Sri Lankan securities broker and investment services firm that executes equity trades on the Colombo Stock Exchange, provides online trading and CDS account services to retail clients, runs an institutional and foreign desk for corporate and international investors, and publishes extensive equity research across multiple formats. Core deliverables include brokerage execution, investment advisory, a self-directed online trading platform, foreign desk facilitation, and a research portal covering daily, weekly, and monthly market reports, earnings reviews, sector reports, IPO notes, and strategy reports.
Product overview
Bartleet Religare Securities is a Sri Lankan brokerage and investment house offering a comprehensive platform of capital market products and services. The core offerings include stock brokering with investment advisory, an online trading platform for self-directed investors, a foreign desk for international clients, and a CDS account opening service. The company provides extensive equity research through multiple formats including morning reports, daily/weekly/monthly market reports, earnings analyses, sector reports, IPO notes, initiation reports, and strategy reports. Additional investment products include corporate debentures, equity investments, and securities borrowing/lending services. The research division produces video content (earnings reviews, industry roundups, budget reviews) and podcasts covering monetary policy and market commentary. The company has achieved the first BB+ credit rating among Sri Lankan broking houses from RAM Rating Lanka.
Differentiator
Problem solved
Functional benefit
Products and services
- Stock Brokering and Investment Advisory Core brokerage service providing stock trading and investment advisory to individual and institutional clients for buying and selling securities on the Colombo Stock Exchange.
- Online Trading Platform Web-based platform enabling clients to conveniently buy and sell securities from home with real-time market access.
- Foreign Desk Service facilitating international clients and foreign investors to participate in Sri Lanka's capital markets.
- Research Portal Comprehensive research platform providing market insights, analysis reports, and investment recommendations through multiple report formats including daily, weekly, and monthly publications.
- CDS Account Services Central Depository System account opening and management services required for investing and trading in Sri Lanka's securities market, with QR-code-based onboarding allowing trading to start in 5 minutes.
- Equity Investment Products Investment products focused on equity securities including individual stock investments and portfolio diversification services.
- Corporate Debentures Fixed-income investment products offering corporate debentures as alternatives to equity investments for risk-adjusted returns.
- SBL and RSS Services Securities Borrowing and Lending (SBL) and Repurchase Securities Services (RSS) for liquidity management and short-selling capabilities.
Companies that use Bartleet Religare Securities
Customer profileSegments3 records
Ideal customer profiles3 records
Bartleet Religare Securities technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Bartleet Religare Securities partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Colombo Stock Exchange (CSE)coreBartleet Religare Securities is a Member of the Colombo Stock Exchange, enabling them to execute trades and provide broking services on Sri Lanka's primary stock exchange. They collaborate with CSE on investor education initiatives including Regional Investor Forums.
- Securities and Exchange Commission of Sri Lanka (SEC)coreLicensed and regulated by the Securities and Exchange Commission of Sri Lanka. The company collaborates with SEC on investor education initiatives including Regional Investor Forums held in 2025.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
Bartleet Religare Securities competitors and assessment
Company assessmentDirect peers
- CT CLSA Securities: Joint-venture brokerage combining Ceylon Today group with Hong Kong-based CLSA, providing local broking plus offshore research and execution access. Directly comparable business model and product set to Bartleet Religare's core offering.
- John Keells Stock Brokers: Stock broking arm of Sri Lanka's largest conglomerate, John Keells Holdings, offering equity broking, online trading, and research on the CSE. Direct competitor for retail and institutional flow with a substantially larger balance sheet behind it.
- First Capital Holdings: Listed Sri Lankan financial services group providing stock broking, corporate finance, and debt market services. Competes head-on with BRS across equity broking, corporate debentures, and primary-market advisory in Sri Lanka.
- Asia Securities (Asha Securities): Established Sri Lankan brokerage offering equity trading, research, margin financing, and corporate finance advisory. Overlapping product set and target client base make it a directly comparable domestic peer.
- DFCC Bank Stock Broking: Stock broking unit of DFCC Bank, one of Sri Lanka's largest development banks, providing equity trading and investment advisory services. Bank-backed competitor with similar retail and institutional reach.
- NDB Wealth / NDB Stock Brokers: Stock broking and wealth management division of the National Development Bank, offering equity trading, portfolio advisory, and research. Competes for retail and HNW clients with bank-affiliated balance-sheet strength.
- SC Securities (SCS): Stock broking arm of a Sri Lankan financial group, providing equity trading, research, and margin financing on the CSE. Directly comparable peer in product, channel, and customer segment mix.
- Acuity Stock Brokers: Sri Lankan brokerage offering online trading, equity research, and corporate finance services to retail and institutional clients. Comparable mid-size domestic competitor on the CSE.
Broad incumbents
- Religare Securities: India-based securities and financial services firm that is the namesake partner in Bartleet Religare Securities. While operating in India rather than Sri Lanka, the shared brand and product DNA make it a relevant parent-affiliate comparable.
Emerging players
- ShareInvest (CSE-listed online broker): Sri Lanka-focused digital-first brokerage offering low-cost online equity trading. Represents the emerging digital-only threat to traditional full-service brokers like Bartleet Religare.
Market position
Strengths5 records
Weaknesses2 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Bartleet Religare Securities social profiles
Digital presenceBartleet Religare Securities compliance and trust
Trust signalCompliance4 records
Bartleet Religare Securities financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bartleet Religare Securities leadership team
Management profileNumber of profiles
Profiles2 records
Bartleet Religare Securities funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bartleet Religare Securities M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bartleet Religare Securities
What does Bartleet Religare Securities do?
Bartleet Religare Securities is a licensed Sri Lankan securities broker and investment services firm that executes equity trades on the Colombo Stock Exchange, provides online trading and CDS account services to retail clients, runs an institutional and foreign desk for corporate and international investors, and publishes extensive equity research across multiple formats. Core deliverables include brokerage execution, investment advisory, a self-directed online trading platform, foreign desk facilitation, and a research portal covering daily, weekly, and monthly market reports, earnings reviews, sector reports, IPO notes, and strategy reports.
Is Bartleet Religare Securities a public or private company?
Bartleet Religare Securities is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Bartleet Religare Securities founded?
Bartleet Religare Securities was founded in 1989. It employs 101 to 250 people.
Where is Bartleet Religare Securities based?
Bartleet Religare Securities is headquartered in Colombo, Sri Lanka, in the Asia region.
How does Bartleet Religare Securities make money?
Two revenue lines are on record. Stock Brokering and Trading Commissions are the primary driver. The others are investment Advisory Fees.
Who are Bartleet Religare Securities's main competitors?
Direct peers on record are CT CLSA Securities, John Keells Stock Brokers, First Capital Holdings, Asia Securities (Asha Securities), DFCC Bank Stock Broking, NDB Wealth / NDB Stock Brokers, SC Securities (SCS) and Acuity Stock Brokers. Religare Securities is listed as a broad incumbent. ShareInvest (CSE-listed online broker) is listed as an emerging player.
Does Bartleet Religare Securities have an API?
No public API is recorded for Bartleet Religare Securities.
What industry is Bartleet Religare Securities in?
Bartleet Religare Securities's product category is Securities Brokerage. Its primary akta.pro industry code is FSAAAAAC, Independent Broker-Dealers (Retail Network), with a secondary code of FSACAIAC, Securities Borrowing & Lending (Equities/Bonds). Its NAICS code is 5231 and its SIC code is 6211.