Estate Planning and Succession Guidance
You get peace of mind knowing your wealth will pass smoothly to your loved ones through clear nominations, consolidated folios, and well-defined Wills and Powers of Attorney.
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.
You get peace of mind knowing your wealth will pass smoothly to your loved ones through clear nominations, consolidated folios, and well-defined Wills and Powers of Attorney.
We help you understand and choose mutual fund options aligned with your goals such as retirement, children’s education, or long-term wealth creation, based on your inputs and risk comfort.
We provide end-to-end assistance for SIP setup, e-mandate registration, and seamless transaction execution across 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.
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.
Sandeep More is the best advisor for clarity. I was overwhelmed before I met him. Now, I have a clear investment plan aligned with my goal to buy a house. Sunray Wealth made it simple. Highly recommend for any first-time investor!
Exceptional wealth management. Sandeep More is highly professional, strategic, and an expert in goal planning. My portfolio's performance and efficiency have significantly improved since moving to Sunray Wealth. A genuine difference-maker.
Finding a true retirement planning expert was crucial, and Sandeep delivered. He gave us a strong, secure plan for our later years. We sleep better knowing our future is protected by Sunray Wealth. Trustworthy and reliable.
Sandeep More brings absolute clarity and integrity to investing. He explains the rationale behind every decision and makes sure I understand the strategy. The best advisor if you value transparency and expert service.
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