Goal-Oriented Investment Assistance
We help you understand available mutual fund options for goals such as retirement, children’s education, or long-term wealth creation based on your inputs and risk profile.
Our services are designed to help you achieve your financial goals with confidence. From investment strategies to retirement planning, we provide tailored solutions that fit your unique needs.
We help you understand available mutual fund options for goals such as retirement, children’s education, or long-term wealth creation based on your inputs and risk profile.
Assistance in setting up SIPs, e-mandates, and completing transactions on registered mutual fund platforms.
We help you identify your risk category using standard questionnaires and suggest suitable mutual fund categories.
Periodic review of your existing mutual fund holdings and help with rebalancing transactions as per your instructions.
Helping clients streamline multiple folios, track holdings, and maintain proper documentation.
Practical steps to secure wealth transfer: nominations, folio consolidation, and basic will/POA signposting. (Note: we don’t provide legal documentation.)
Assess insurance adequacy and identify gaps that could derail your financial plan. Provide recommended sum-insured ranges and product types.
Customized investment and liquidity plans for business owners and high-net-worth professionals, including tax-efficient allocation and inter-generational planning.
Build a tax-optimized retirement corpus with a mix of equities, debt, and tax-advantaged instruments. Includes cashflow modelling at retirement.
SunRay Wealth has been our trusted partner for years. From managing our mutual funds and real estate investments to planning our children’s education and future—we get end-to-end financial solutions under one roof.
What sets them apart is their attention to detail and proactive service. They manage our entire financial ecosystem—investments, retirement, insurance, and even estate planning—with complete transparency and care.
We rely on SunRay for everything from tax planning and compliance to wealth creation and legacy planning. Their team truly understands our goals and treats our family’s financial future like their own.
Thanks to their retirement planning expertise, I’ve been able to transition into retirement without financial worries. The team ensured I had a steady income stream and peace of mind. I couldn’t have asked for better guidance.
Discover the Latest Insights, Trends, and Updates from Our Team
