Investment and Financial Services

Are you investing and planning Wisely Is your money growing with time Have you planned for your retirement fund Do you have enough emergency fund to fight emergency situations Are you creating enough money to fund your child’s higher education Have you decided your financial goals and plan to realize  Are you doing enough tax planning and saving your money wisely Have you protected your family against unforeseen events of life Are you prepared against exorbitant medical expenses

If not the do it right now

MF Franchisees Axis Asset Management Aditya Birla Sun life MF Canara Robecco MF DSP Black Rock MF Edelweiss financial Franklin T India MF ICICI Prudential MF IDFC Mutual Fund IIFL Mutual  HDFC Mutual Fund Kotak Asset Management Mirae Asset Management Motilal Oswal financial Principal Mutual fund Reliance Mutual fund  SBI Mutual fund Sundram Mutual fund Tata Mutual fund Secure AAA/AA Corp FD/NCDs

SIP ELSS TaX PLaNnING CHiLD FuTuRe  Retirement Planning Financial Planning FOR HNI'S          PMS              PE

SAFETY:

Medical Insurance

Term Plans

ULIPs

Endowment Plans - Not recommended though

Personal Accident Insurance
Guard against Disability

To invest in various (Tax saving, Debt, Fixed Income, Liquid and EQUITY) Mutual funds, 54 EC Bonds for saving Tax in case of Property sale, AAA rated corporate FD’s/Bonds which pay better interest than normal Bank FD’s  and For any kind of financial planning and investments, please contact. 
Franchisee:- MOSL, EDELWEISS,IIFL,ApolloMunich(HDFCErgo),HDFC Life,ICICI Pru Life and Bajaj Allianz

Paid Services: All depends upon investor Choices

• Financial Planning only (Basic, detailed and Advanced)
• Financial Planning + Annual maintenance of PF
• Consulting Charges only

Note: In case you are only investing through me then we will review your portfolio once in a year or on your request sometimes. Investor Information and Education with personal touch is our main motive

Disclaimer:

We put our best efforts to realign the investments as per investor risk profile and get the best returns However, all depends upon stock market movements, global factors and Macro policies for mutual funds/Stock market related investments.

SunRise Financial Services Kamal Gupta  (MBA Finance, NISM certified) ARN-99994	Channel Partners Motilal Oswal, IIFL and Edelweiss Financial Services, Rank MF Life Insurance from :  HDFC Life, ICICI Pru Life Medical and Personal Accident From leading Insurers like HDFC Ergo, Shriram,Bajaj Allianz and many more
B-601, Mont Vert Dieu, Sus Road, Pashan
Mobile: 9552244699
Website: https://sunrisefinserv.in ; kamalgupta.in

                   

We ensure you best of the services in transparent and honest manner with latest Information and Investor education

                            SunRise Financial Services

               

Your Trusted guide for Financial Advice