HOW IT WORKS?
Here are the 3 working steps on success.
WE PROVIDE RIGHT PRODUCT FOR YOUR NEED
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About us
At sunivesh Finsmart we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from inception. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do.
Collect data
Your risk profile, past investments, your prefernces and concerns - all are considered here.
Portfolio building
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
Portfolio review
Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.
SERVICES
Investment portfolio
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Insurance Policies
Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. We work with you to identify
Tax Optimization
Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws.
Mutual Fund
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other asset classes. Mutual funds give small or individual investors
Wealth Basket
Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth.
Targeted Investment
Making holistic investment choice is always preferred than making random investments. This can be achieved if every investment made is linked to a certain
FINANCIAL CALCULATORS
Secure your future through systematic investment, Select your goal and calculate how much you need to invest!
TESTIMONIALS
I started my association with them in 2009 when I was investing only 9k per year. They forced me to invest more and trust me within a year the returns I got was unbelievable. Any problem apart from investment they have helped me always. My entire savings details, finance details are with them. i don't even bother to cross check with them. For me Subhasish da and his family are like my family members. I am grateful to them.
Niraj Ladia
Region Head - Goldmines Telefilms Ltd
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Sara Wilsson
Designer
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Jena Karlis
Store Owner
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Matt Brandon
Freelancer
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