Your portals, your links and your documents in one place — sign in to your portfolio, look up any scheme or KYC service, and read what we commit to.
Your consolidated mutual fund portfolio — current valuation, SIP status, capital gains and downloadable account statements across all your folios.
Portfolio analytics and reporting — asset allocation, XIRR, goal tracking and scheme-level performance across your folios.
The other links people ask for most often.
The same Portfolio Login, on your phone — valuations, SIP status and statements, whenever you need them.
Regulator websites, MF Scheme documents, KYC, Folio Services & Statements, Grievances website - All in one place
SEBI · AMFI · RBI · IRDAI · PFRDA · NISM · NSE · BSE · NSE Invest (NSE MF Desk) · MF Central · MF Utility · CDSL · NSDL · Income Tax e-Filing
External links open official third-party websites in a new tab. Sunshine Financials does not control and is not responsible for the content of external sites.
Short documents, written to be read rather than to be scrolled past.
Risk factors, the limits of what is on this site, and what we are and are not authorised to do.
What personal data we collect, why, how long we keep it and who it is shared with.
The terms on which this website and its tools are made available to you.
How we are paid, by whom, and the commission ranges applicable to each product category.
Who to write to, expected turnaround, and the full escalation matrix up to SEBI SCORES.
Submit or update your KYC documents securely, with a checklist of exactly what is needed.
Short, regular, jargon-free — notes and explainers that make the next conversation easier.
Our WhatsApp channel — short, regular notes on markets, planning and what actually matters. Follow to get them as they go out.
Follow the channel ↗Explainers and walkthroughs — the concepts that are easier to watch once than to read three times.
Watch on YouTube ↗Longer notes from the desk on SIPs, goal planning, education costs and NRI investing — written for investors, not for other distributors.
Read the blog →Most transactions are now fully digital, and we will always try to route you that way first — it is faster and leaves a cleaner audit trail. Where a wet-signature form is genuinely required (certain transmissions, some NRI cases, older folios), write to us and we will send the correct current version for the specific AMC, pre-filled where we can.
Tell us what you are looking for and we will point you to it — or do it for you.
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns and there is no assurance of capital protection or guaranteed returns.
Job J Neroth is an AMFI Registered Mutual Fund Distributor (ARN-57874), practising as Sunshine Financials. We distribute regular plans of mutual fund schemes and may receive commission from Asset Management Companies. Details are available on our Commission Disclosure page. The content of this website is for general information only and should not be construed as a personal recommendation or research.
Registration granted by SEBI and certification from NISM/AMFI in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
