Softlogic Invest

What Softlogic Invest does

Softlogic Invest is a Sri Lanka-based asset management company that operates as the fund management arm of the diversified Softlogic Group conglomerate. Founded in 2020 and headquartered in Colombo with 16 employees, the firm manages three open-ended unit trust funds targeted at Sri Lankan retail and individual investors: the Softlogic Equity Fund (equity market exposure), the Softlogic Money Market Fund (short-term, stable-return instruments), and the Softlogic Income Fund (fixed-income securities). As of 30 July 2026, the company's dashboard reports total fund composition of Rs. 1,194 Mn across more than 22,827 unit holders, with the Money Market Fund delivering a 9.67% return rate and the Equity Market Fund delivering 12.09%.

The company's underlying technology is a direct-to-consumer online investment platform branded "Investaa" (apps.softlogicinvest.lk), which enables digital onboarding via KYC and account opening forms, real-time portfolio tracking, fund price display, and self-serve account management. Its go-to-market is digital-first and direct-to-consumer: customers can sign up, purchase fund units, and manage investments entirely online, supported by content marketing through the corporate website and social media channels. The firm holds no proprietary patents or trademarks in the available data.

Softlogic Invest generates revenue primarily through recurring asset management fees on its funds under management. Pricing and fee schedules are not publicly disclosed; investors must contact the firm directly for investment minimums and fee terms. The Money Market Fund's #1 industry ranking in Sri Lanka (achieved in October 2023) and the CFA Society Sri Lanka Capital Market Award (June 2024) are the firm's primary third-party endorsements. The company is privately held, has no disclosed funding rounds, and operates exclusively within Sri Lanka's domestic capital market.

Name

Softlogic Invest

Legal name

Softlogic Invest

Website

https://softlogicinvest.lk

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Softlogic Invest is a Colombo-based asset management firm and part of the Softlogic Group, managing three Sri Lankan unit trust funds (Equity, Money Market, Income) for 22,827+ retail unit holders via its Investaa online platform, earning recurring management fees.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Open-End Investment Funds (52591), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Money Market Funds (FSAAAEAC)

akta.pro secondary industries

Fixed Income Mutual Funds (FSAAAEAB), Multi-Sector / Total Return Fixed Income (FSAAAHAJ)

Keywords

• Asset management services
• Unit trust funds
• Money market funds
• Equity fund management
• Investment portfolio management

Headquarters

HQ city

Colombo

HQ country

Sri Lanka

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Asset Management Fees: Revenue generated through management fees on funds under management including Equity Fund, Money Market Fund, and Income Fund

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Softlogic Invest is a Sri Lanka-based asset management company that manages three unit trust funds—Softlogic Equity Fund, Softlogic Money Market Fund, and Softlogic Income Fund—totaling Rs. 1,194 Mn across 22,827+ unit holders. The company provides professional fund management, online investor onboarding, and real-time portfolio tracking through its Investaa digital platform (apps.softlogicinvest.lk), serving individual and retail investors seeking exposure to Sri Lankan equity, money market, and fixed-income markets.

Product overview

Softlogic Invest is a Sri Lankan asset management firm offering three distinct unit trust funds managed by professional fund managers. The product portfolio consists of the Softlogic Equity Fund (for equity market exposure), Softlogic Money Market Fund (for stable short-term returns), and Softlogic Income Fund (for fixed-income investments). The company provides online account management through its Investaa platform and a dashboard showing fund composition of Rs. 1,194 Mn, with over 22,827 unit holders.

Differentiator

Problem solved

Functional benefit

Brands

• Softlogic Equity Fund: An equity-focused unit trust fund managed by Softlogic Invest.
• Softlogic Money Market Fund
• Softlogic Income Fund

Products and services

• Softlogic Equity Fund Equity-focused unit trust fund.

Named customers2 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Softlogic GroupcoreOthersSoftlogic Invest is part of Softlogic Group, a diversified conglomerate in Sri Lanka with related entities including Softlogic Finance, Softlogic Life, Softlogic Capital, and Softlogic Stockbrokers. These entities operate under the Softlogic brand providing comprehensive financial services.

Scale indicators5 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Softlogic Stockbrokers: Affiliated stockbroking entity within Softlogic Group that intermediates securities trading for Sri Lankan investors. Adjacent competitor and potential cross-sell partner for Softlogic Invest funds.
• John Keells Stock Brokers (JK Securities): Part of the John Keells Group, offers wealth management and investment products to retail and institutional investors in Sri Lanka. Operates in the same retail-investor stack as Softlogic Invest and competes for the same pool of unit trust buyers.
• Eagle Fund Management (CT CLSA): Sri Lankan asset management arm that runs unit trust funds for retail investors. Competes head-to-head with Softlogic Invest in the equity, money market, and fixed-income fund categories.
• First Capital Asset Management: Part of First Capital Holdings in Sri Lanka, manages unit trust funds targeting retail investors. Directly comparable in the local mutual funds / unit trust space and competes for the same retail investor wallets.
• Softlogic Capital: Sister company within the Softlogic Group, providing corporate finance, stockbroking, and investment services. Closely comparable in Sri Lankan capital markets exposure and shared distribution platform.
• Ceylon Asset Management (Ceylon Guardian): One of the longer-standing Sri Lankan asset managers offering unit trust funds. Comparable in product mix (equity, income, MMF-style funds) and in retail investor targeting in Sri Lanka.
• Capital Alliance Partners: Sri Lankan investment management and advisory firm operating unit trust funds. Competes for the same retail and HNI capital pool with comparable mutual fund offerings.
• Candor Asset Management: Sri Lankan asset manager running unit trust / mutual fund products for the local market. Direct competitor with overlapping fund types and similar retail distribution approach.

Regional players

• abrdn (Aberdeen Asset Management): Global asset manager with a long-standing Sri Lankan country fund and broader Asian emerging market franchise. Comparable in mutual fund product construct but operating at much larger scale and from outside the domestic market.

Broad incumbents

• DFCC Bank (DFCC Asset Management): Large Sri Lankan commercial bank with an asset management arm offering unit trust funds. Broader incumbent with deeper balance sheet, branch distribution, and institutional reach — directly competes for retail AUM but from a wider financial services platform.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/softlogic-invest

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Softlogic Invest