Sunday, 10 September 2017

Investment and Financial Services


SunRise 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
Franklin T India MF
ICICI Prudential MF
IDFC Mutual Fund
HDFC Mutual Fund
IndiaBulls Financial
Kotak Asset Management
Mirae Asset Management
Principal Mutual fund
Reliance Mutual fund 
SBI Mutual fund
Sundram Mutual fund
Tata Mutual fund

Secure AAA/AA Corp FD/NCDs





 Retirement Planning

Financial Planning

Medical Insurance
Term Plans
Endowment Plans - Not recommended though
Personal Accident Insurance

To invest in various (Tax saving, Debt, Fixed Income, Liquid and EQUITY) Mutual funds, 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:- IIFL, Apollo Munich, SBI Capital,HDFC 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. 
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 in  Finance and ex- investment banker, NISM certified) ARN-99994
Home loan services provided in association with
SBI and PNB housing finance

Life Insurance from :
 HDFC Life, ICICI Pru and PNB metlife

Medical and Personal Accident insurance from

 Apollo Munich Insurance company and 
General Insurance from Bajaj Allianz
B-601, Mont Vert Dieu, Sus Road, Pashan
Mobile: 9552244699, 9130047262
I ensure you best of the services in transparent and honest manner

Financial planning at your doorstep
Your Trusted guide for Investments