Home About Us About Sunshine Financials Certified Personal Financial Advisor (CPFA) The Sunshine Advantage Our Vision, Mission & Ethical Philosophy Testimonials Independent : Intelligent : Innovative Our Clients Starting out on your career Established Career Just Married Plan for Children Expenses Nearing Retirement and Retired Changed Circumstance Non Resident Indian (NRI) Our Services Independent Financial Planning Service» Goal-Based Planning Retirement & Pension Planning Insurance Protection Advisory Tax Planning & Advisory Investment Planning & Management» Postal Schemes Fixed Deposits Mutual Fund Equity Managed Portfolio Real Estate NRI Investments Existing Portfolio Review Personal Liability Management Portfolio Administration & Engagement Invest Online - On our Partner website Our Fee-based Advisory Model Information Hub KYC / FATCA / AADHAAR Sunshine Research Reports Download Forms» Common forms MF Application forms Current NFOs Current FMPs Calculators» SIP Calculator Growth Calculator Goal Calculator Child Education Planner Retirement Planner Useful Articles & Links FAQs Contact Us Address & Location Map Feedback Form

The Sunshine Advantage Our Services are distinctly unique and innovative. There are several reasons why Sunshine Financials should be your preferred Financial Advisor: Independent and Timely  Advice Sunshine Financials offers truly independent and timely advice with a professional approach. As a fee-paying client, you will be assured of impartial recommendations with your best interest in mind. We will not compromise our independent approach for higher commissions or other vested interests. You also have the freedom to choose a third party to implement the investment decisions suggested by us. Personalized Financial Solutions We understand that each of our clients has distinct goals and aspirations.  Hence, our financial solutions are personalized to our clients’ specific needs. Each client has a bespoke advisory solution. Widest Investment Options Sunshine Financials provides several investment options for all asset classes that we recommend. Our services cover the entire spectrum of financial needs of an individual - right from planning, to investing to tax filing. We firmly believe that we can be categorized as good ‘advisors’ only if we provide our clients with the best of investment solutions available in the market. Common Sense Financial Advice We will give you straight forward and rational advice designed to achieve your financial objectives. These recommendations, however, will be highly analytical and solution-driven, making you move closer to your goals with every passing month and year. We know that the simplest way to achieve your goals is to have a Financial Plan and implement a disciplined investment strategy to meet them supported by the right asset allocation mix. Focus on the Complete Picture Sunshine Financials will understand your complete investment picture (including goals & risk appetite), before we provide any advisory or recommendation. We believe that knowing your complete situation is a key determinant to deliver sound financial advice to you. Instead of merely telling you what to do, we work together with you, providing you with easy to understand recommendations and help you implement them every step of the way. Research is Key Sunshine Financials works like an open architecture when it comes to providing the relevant Research for our clients. We will use and filter the information that we get from our various sources on the macro and micro aspects of the economy, debt and equity markets. Our in-house research will collate, analyze and channelize relevant information for our clients through regular reports & updates. This will result in sound investment advice for you. Full Year Service As a Fee-paying client, Sunshine Financials will sign a service contract with you unlike other supposedly ‘free’ services where you are at the mercy of the biased investment opinions of the salesman working with banks and such-like. You will enjoy un-interrupted Financial Advisory service throughout the whole year. Contact us for our complete Service Listing. Sunshine Technology - For You Sunshine Financials understands that our clients who have chosen to work with a niche boutique firm like ours, should not have to compromise on important aspects of Financial Management like online access to their portfolio and transaction records. Our clients enjoy access to their updated portfolio information online 24/7 365 days a year, along with transaction history and capital gains statements. To get a login id to access your portfolio online click here   To enjoy the benefits of the Sunshine Advantage, call us at +91 98455 99145 for a free appointment.