About Us

Welcome To Sun Investment

We as Prorietor firm incorporated in the year 2005; and at present having 1500 satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India).
We offer comprehensive financial advisory services, having 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 & thereby make people enjoy a secured retirement life.

Our Services

Financial Planning

Financial planning is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict

Portfolio Review

We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.

Retirement Planning

We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal

Portfolio Restructuring

Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment

Goal-Based Planning

Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan to fund them.

Tax Planning

Tax planning is the process of analysing a financial plan or a situation from a tax perspective.

Some Facts

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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
Focuss on Customer Satisfaction
Value Added Services
Right Experience & Skills
Driven by Passion

Our Team

Mr. JITU SHAH
Mr. JITU SHAH
Mr. JITU SHAH is the Chief Advisor for SUN INVESTMENT. One of the oldest in the team, he has over 15 years of rich experience in the financial services industry. An MBA by education, he is known for his deep understanding of the distribution practices and its challenges.

We offer our services through personal counsel with each of our clients after understanding their wealth distribution needs. Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.

Contact Us

Sun Investment
Office Address:
G-2B ICC Building,
Ground Floor,
Next to Kadiwala School,
Ring Road, Surat
Gujarat

Contact No: 98241 50077

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