Insurance Investment Portfolio

Wealth Protection & Asset Maturity Matrix

Total Portfolio Commitment

7,427,450 LKR

Max Projected Return

28,400,000 LKR

Portfolio Allocation Analytics

Capital Contribution Model

55.87% Funded Capital

Currently Invested

4,150,000 LKR55.87%

Remaining Future Premiums

3,277,450 LKR44.13%

Capital vs Expected Maturity Expansion

Total Invested Capital Base 7,427,450 LKR

Expected Maturity (Minimum Boundary) 19,100,000 LKR

Expected Maturity (Maximum Expansion) 28,400,000 LKR

Insurance Policy Frameworks

Union Assurance

Plan Option A

Nov 2034

Currently Invested 950,000 LKR

Remaining Commitments 450,150 LKR

Contribution Stream 150,050 LKR × 3 Annuals

Expected Maturity Yield

2,000,000 - 2,400,000 LKR

Union Assurance

Plan Option B

Nov 2037

Currently Invested 2,150,000 LKR

Remaining Commitments 850,000 LKR

Contribution Stream 50,000 LKR × 17 Months

Expected Maturity Yield

5,300,000 - 6,700,000 LKR

Ceylinco Life

Wealth Build Maximizer

Aug 2044

Currently Invested 1,050,000 LKR

Remaining Commitments 1,977,300 LKR

Contribution Stream 50,700 LKR × 39 Months

Expected Maturity Yield

11,800,000 - 19,300,000 LKR