Testimonials

- Dear Kamal, you have been managing my mutual fund portfolio for nearly two years now and it has been a wonderful experience all along. Initially, I was slightly hesitant as I was not sure about your skill as advisor, financial planner or fund manager. Your thorough knowledge, active management and sharp insight changed my perception very soon. You always look at things holistically and focus on my needs rather than your own personal gains. Even when it comes to Insurance products, you have totally different perspective to guide, not just focusing on savings but also on ensuring adequate cover / time frame... Mukul Kataria (Director LTI mindtree)

-Kamal thinks and care about your investment more than you. He always gives priority to client's need and recommends to stop or withdraw SIP and don't think about his charges or loss of income- Thanks Kamal!! - Sachin Shaha

- Hi Kamal. Wanted to thank you for your guidance which has helped me achieve my financial goals in a span of time which otherwise I would not be able to achieve by myself in the next 10+ years. Also me and my family feel much more secure after opting for the health and term insurance plan suggested by you - Amit Parihar

- Thanks Kamal for guiding me when the markets were falling in March, I was about to withdraw my money and  stop SIPs just under influence of my other colleagues who booked heavy losses and were too pessimistic. Now when I see my portfolio is not only up and but also giving excellent returns compared to the market. Also, thx for guiding me to plan my insurance on time- Sudhanshu

-Kamal is always concerned about the investor benefits and never ever thinks about his own interests which he could very easily do it. Hats off to you, Kamal - Anupam Jain (India Lead Corning's)

-Kamal is always the best . Puts  client first - Nitin Kore

-@Kamal Gupta  ji we have been guided by you very wisely on mutual funds ,insurance ,NPS etc.. I mean overall investments and Planning . Also timely follow ups from you with us for renewals or modifying funds to maximize our returns has benefitted us many times. Thank you  for your guidance and friendly advice from time to time🙏🙏 - Pallavi and Omkar

Kamal Ji-Your knowledge and experience in managing both equity portfolio and fixed income portfolio is amazing. Your guidance in adjusting my portfolio with bond and market funds during the market correction made a huge difference to not only prevent the drawdown but also make more than 5% risk free returns in less than 3 months. Thank you!- Sekhar Kadiala (Hyderabad- HSBC))

Thanks Kamalji, your Knowledge and Guidance is ensuring that my investment is safe and growing consistently. I strongly believe that you keep investor's interest above than your own benefit. I am glad that I have invested in Mutual funds with you from last 3 yrs and would like to continue the same - Bhoomika Shrivastava (Bangalore)

SunRise Financial Services has been invaluable in helping understand the stock market. The information provided  is clear, concise, and exactly what one needs to feel more in control of his investments. A must-read for anyone in the Indian middle class looking to make informed decisions. The service is instrumental for managing risks and making excellent return - Aniruddha Chatterjee ( Global Head - Homecare and NPD-Pacific Inter-Link Sdn BHD - Malaysia)

Thanks a lot Kamal, for sharing your Knowledge regarding investments and guidance you provided for insurances and mutual funds. You ensured that investments I made are safe and growing. I am glad that I have invested in Mutual funds with you. Keep guiding us for growth and profitability. Very few advisors put investor's interest above their own benefit and you are one of them - Anurag Shukla

Dear Kamalji, thank you for expertly managing my investments over the years! Your wisdom and guidance have been the sole reason for my portfolio's growth. I deeply value your honesty and client-first approach. Wishing you all the best! - Shrikant Hatekar ( Delivery Manager- BT )

Good professional advice is very useful , but if the person giving it genuinely cares about you and your assets, it becomes invaluable. That is how I see Mr Kamal Gupta! He guides you with so much thought and analysis, as if every rupee is his own money being invested. Many times novices like us may feel excited and ask for certain investments; but like a true professional he's not there to just please you, he cares about you, so he will tell you  honestly that this is not the right time. Thank you Kamal ji for your genuine and competent guidance. 

Dr Parampreet Singh ( Head Neurology - PGI Chandigarh)