Our Fee-based Advisory Model
Complimentary initial meeting
Sunshine Financials will always offer an initial meeting with our prospective clients, at no cost to you. We will spend time understanding your current financial position and your long term aims and objectives. We will also understand our ability to advise you and service your requirements. A free review of your existing portfolio can also be provided to you.

Types of Fees charged by Sunshine Financials
Sunshine Financials charges our clients the following fees:
  1. Fixed Fee – for clients who prefer to pay a fixed amount every year, Financial Planning and Investment Advisory services included.
OR
  1. Variable Fee – this is normally a percentage of the portfolio and the services and fees % be agreed upfront with the client on signing up for our services. This may vary from 1.5% - 0.75% depending on the size of the portfolio.

  2. Administration Charges – These charges are for extra administrative services utilized by the client, and are charged only for the specific services rendered. This will be informed upfront to you before we take up your work and billed to you separately.
Our Commitment is to you the client
Approximately 60% of our income is generated from ongoing Fixed & Variable Annual Fees. This means that we are not reliant on large initial commissions but are focused on retaining clients and delivering value over the long term.

This model means that we will put ourselves in your shoes and will always remain cautious, vigilant and prudent with your savings.
 
To get a fresh perspective on honest financial advisory services, call us at +91 98455 99145 for a free appointment.