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

Portfolio Administration & Engagement Dedicated and Personalised Advisory Service Sunshine Financials is focussed on providing every client with a personalised financial road map. This requires a personalised administration and monitoring of the portfolio regularly. We have the systems in place to enable quick and timely advise to our investors. We offer more effective management of your assets as a single portfolio rather than product-by-product, enabling us to optimise the performance of your portfolio constantly.  Secure 24 hour access to your portfolio Thanks to our portfolio administration platform, every client of Sunshine Financials has a single, consolidated view of their investments, including Mutual Funds, Equities, Fixed Income and other savings schemes etc. through our website. All of your investments are visible and accessible in one place and keeping track of your complete portfolio becomes a simple task, with updated portfolio valuations available online with a few clicks away. Regular & Timely Advise As a fee-paying client, you can be assured that you will benefit from our regular engagement with you on your portfolio that will be both professional and timely. These also many independent research reports and or innovative blog posts that our investors find to be extremely informative and also educating.   To get a fresh perspective on portfolio management services, call us at +91 98455 99145 for a free appointment.