Independent Financial Planning Service
All of us, in some way or another, are involved in some kind of planning related to our financial matters. Be it tax planning, cash flow planning, or retirement planning. 
Financial Planning, simply put, is the process of meeting life’s goals through proper management of your finances. The goals may be different for each one of you, however, in most cases it includes buying a home, saving for your child’s education or planning for retirement.

What should you expect from your Financial Planner?
A Financial Planner may be identified a professional who help individuals set and achieve long-term financial goals through investments, tax planning, asset allocation, risk management, retirement planning, and estate planning. Today, the wealth management industry in India is, however, largely focused on selling products to clients without concerning themselves with Financial Planning or risk profiles of the client. This leads to several unethical practices which is rampant.

Fee-based Financial Planners reduce increase their clients trust and remain unbiased in their advise by charging a pre-agreed fixed fee directly to the client for the advice rendered. The client is also free to implement the advise through a third-party wealth manager.

Independent Financial Planner – your trusted partner

Sunshine Financials is an Independent Financial Planner and Investment Advisor. This means that we take great care to be completely independent in our Research and Financial Planning output. Our Fixed Fee model helps us to sustain this and remain independent and keep our client’s best interest always in mind. Our core philosophy is, and always will be, to keep our clients’ best interest in mind while recommending any investment. We have set processes that ensure that our clients a wrong investment or given biased advice. This helps us retain the trust of our clients over the long term.

Independent Research
Our Research is very objective and does not take the commercial aspects of the business into consideration. We insist that all our clients follow a chosen Asset Allocation strategy to build wealth over the long term.

Sunshine Financials will provide direction and meaning to all your financial decisions. We will help you adapt more easily to changes and feel more secure that your goals are on track.

Our Independent Planning Services
  • Goal Based Planning
  • Retirement & pension Planning
  • Insurance Protection Advisory
  • Tax Planning & Advisory
To get a fresh perspective on how to manage your finances and achieve all your life’s goals, call us at +91 98455 99145 for a free appointment.