About Me
Sun Investments offers you the best financial deals. We are providing financial advisory service. Sun Investments has been formed by the culmination of a long standing relationship with the leading financial management and advisory companies offering there mutual funds and insurance products . We help you understand your financial objectives and make appropriate plans to realize them. We offer financial planning, asset allocation, and investment monitoring.
Our Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
1. I’ve been investing through Sun Investments for so many years now. I love the way Sun Investments understands the requirements and comes with a recommendation along with a few other options. It’s so easy to understand all the pros and cons of all the options from them. Keep up the best work and @All, Keep up Investing.
BHIKHALAL D. PATEL,
CHARTERED ACCOUNTANT, B. D. PATEL & ASSOCIATES, PROPRIETOR
2. As a Business man I always pay close attention to my investment. I am very selective for the company which invest my money. I have met and had meeting with many representative of different companies. But Sun Investment has given me the correct guidance for my investment. I have been in touch with this company for almost 3 years. And in this three years, I have purchased many valuable investment plan. I recommend Sun Investment and specifically Mr. Shantilal Patel for his immense support.
SHANTILAL N. PATEL, DIRECTOR,
DUKE PIPES PVT. LTD.