About Us
Planning Futures
Comprehensive Approach
Comprehensive Approach
We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
- Financial planning
- Investment advice
- Retirement planning
- Insurance and Emergency planning
- Tax planning
As an independent financial services firm, we can access many different products so that you can get the right products and services for you.
Comprehensive Approach
Comprehensive Approach
Comprehensive Approach
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Committed to Service
Comprehensive Approach
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Owner, PHILOSOPHY and services
Helping people to plan their goals
Helping people to plan their goals
Helping people to plan their goals
Kamal Gupta (AMFI Regd., Mutual fund distributor),began his finance career in May 2006 as an IT developer at Morgan Stanley London. In 2008 Joined RBS and worked in Equities & Fixed Income divisions. Along with service
- Did MBA Finance from IMT Ghaziabad to follow his passion. To be an entrepreneur started an IT company Core Binary Systems
Kamal Gupta (AMFI Regd., Mutual fund distributor),began his finance career in May 2006 as an IT developer at Morgan Stanley London. In 2008 Joined RBS and worked in Equities & Fixed Income divisions. Along with service
- Did MBA Finance from IMT Ghaziabad to follow his passion. To be an entrepreneur started an IT company Core Binary Systems Pvt ltd. in 2012, however due to lack of interest in IT and lack of experience closed the venture in 2015. In 2015 did his NISM certification for Mutual fund distribution and also cleared first part of Financial advisory from NISM the next year. Left high earning IT Job in 2020 to realise the dreams and help people in various investments and insurance services
Philosophy
Helping people to plan their goals
Helping people to plan their goals
Help people to build wealth by doing proper risk management first then investments as per their risk appetite (conservative to aggressive). Managing the risk not only helps to avoid stress but also essential for building wealth
Products and services
Helping people to plan their goals
Products and services
SERVICES
Financial and Retirement planning, Goal Management and risk management
INSURANCE
General, Heath and Life Insurance
INVESTMENT PRODUCTS
Mutual Funds, Corporate deposits and bonds, 54EC Bonds, Debt products, PMS, NCDs, MLD's
CHANNEL PARTNERS
Insurance: HDFC Ergo General, Niva Bupa, Tata AIg Life ,
Thru partners: ICICI Prudential Life, H
SERVICES
Financial and Retirement planning, Goal Management and risk management
INSURANCE
General, Heath and Life Insurance
INVESTMENT PRODUCTS
Mutual Funds, Corporate deposits and bonds, 54EC Bonds, Debt products, PMS, NCDs, MLD's
CHANNEL PARTNERS
Insurance: HDFC Ergo General, Niva Bupa, Tata AIg Life ,
Thru partners: ICICI Prudential Life, HDFC Life ,Bajaj allianz, care Health
INVESTMENT and INSURANCE : Motilal Oswal Financial, IIFL Financial, Edelweiss, Nuvama
Get Started Today
Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
Message us on WhatsApp
-Life is all about Balance-
Contact Us
Kamal Gupta (EX RBS, PGDM - Finance)
ARN-99994
AMFI Regd. Mutual Fund Distributor
Mobile :9552244699; Email :- sunrisefinservpune@gmail.com
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