Welcome To Sun Investment
We as Prorietor firm incorporated in the year 2005; and at present having 1500 satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India).
We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Our Service
Financial Assessment
Financial assessment is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict.
Portfolio Review
We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.
Retirement needs Assessment
We assistin wealth building for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that needs
Portfolio Restructuring
Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment
Goal-Based Assessment
Goals-based assessment is the process of helping our clients prioritize their financial needs and determine the optimal way to fund them.
Tax Planning
Tax planning is the process of analysing a financial plan or a situation from a tax perspective.
Some Facts
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Why Us
Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer...
Client Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket
Focuss on Customer Satisfaction
Value Added Services
Right Experience & Skills
Driven by Passion
Our Team Members
Mr. JITU SHAH
Mr. JITU SHAH is the Chief Advisor for SUN INVESTMENT. One of the oldest in the team, he has over 15 years of rich experience in the financial services industry. An MBA by education, he is known for his deep understanding of the distribution practices and its challenges.
