Sunit Investment as a Partner firm was incorporated in the year 2006 to focus entirely on helping more clients to benefit from the Financial Planning process.
We believe in the power of Financial Planning. We are here to help you plan, manage and grow your personal finances. We will help clients to achieve their Financial goals with effective and smart investment planning.
We are certified Wealth Managers, Mutual funds, and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India).
We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast-track financial solutions and thereby make people enjoy a secured retirement life.
Why Us
Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer...
Client-Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not a product-centric approach.
Focus on Customer Satisfaction:
We come equipped with the right attitude, people, processes, and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value-Added Services:
Our Services ensure comfort, convenience, confidence, and control for you in managing your wealth. You would enjoy being always updated on your investments, any time, anywhere.
Right Experience & Skills:
We have over 10 years of experience in the financial advisory and product distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why are in the business. Nothing excites us more than helping our clients achieve their financial goals and dreams in life with our support.
Our Products
Client Services
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.
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OUR TEAM
