We make your money work harder than you

What we do Talk to us
01

OUR SERVICES

Mutual Funds

Mutual Funds

We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) in the country. As a client, you can access any scheme with us, either in physical mode or even in a demat /stock-exchange mode with Trading Account services.
Capital Market - Direct Equity & ETFs

Capital Market - Direct Equity & ETFs

We also offer our clients with NJ E-Wealth A/c services through one of the India's leading & highly reputed distribution houses. With the same you will have easy access to capital market products of direct equity stocks and Exchange Traded Funds (ETFs).
Fixed Income Products

Fixed Income Products

We also offer clients with diverse fixed income products, namely Non-Convertible Debentures (NCDs), Infrastructure and RBI Bonds, Company Deposits, etc. from some of the leading companies, institutions in India.
Portfolio Management Services (PMS)

Portfolio Management Services (PMS)

We offer Portfolio Management Services (PMS) strategies with direct equity and mutual funds as the underlying products from the leading PMS providers in India. Some of our PMS strategies are exclusive in the market which can only be subscribed through us.
Insurance

Insurance

Experience quality risk advisory and management services with our insurance solutions. We offer the best of risk management advisory available in insurance .
02

ABOUT US

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ABOUT US

SUM INVESTMENTS, incorporated in the year 2012, today serves 100+ satisfied clients. We help clients achieve their financial goals with effective smart investment planning. We are Certified Personal Financial Advisors, Certified Financial GOAL Planners, and Mutual Fund and Insurance Advisors recognised by the,AMFI (Association of Mutual FundFunds in India), SEBI (Securities and Exchange Board of India), etc.

We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. With our thorough, comprehensive knowledge of insurance, tax laws, and mutual fund investments and our in-depth understanding of finances and personal investment requirements means that we can provide personal consulting services to recommend the best investment options that suits you, based on your long-term and short-term goals.

Our core purpose is to provide you with fasttrack financial solutions, helping secure your present and your future, including your retirement life.

03

WHY US

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Client Centric Approach

Our offerings are designed keeping you specifically in mind. Your long-term interests serve as the primary factor influencing our recommendations process.
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Rich Product Basket

We offer a single point of access to multiple financial products with a holistic need-driven approach and not a product -centric approach.
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Focuses on Customer Satisfaction

We are equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to ensure quick resolution of any queries or complaints.
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Value Added Services

Our Services give you comfort, convenience, confidence and control in managing your wealth. Always stay updated of the details of your investments,; any time, anywhere.
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Right Experience &and Skills

We have over Six years of experience in the financial advisory and products distribution space. Our experience, qualifications and skills enable us to understand you and your needs, and then offer you the right strategies and solutions to achieve your goals.
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Driven by Passion

Serving clients is our passion and the reason why we are in the business. Nothing excites us more than helping our clients achieve their financial goals and dreams in life with our support.



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04

CLIENT SERVICES

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.

• Portfolio Management
• Financial Planning

• Tax Planning
• Retirement Planning

• Child Future Planning
• Will, Trust & Estate Planning




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TESTIMONIAL

Sum Investments has guided me to be on the right path of the investment at a very young age.I am very happy with their professional and dedicated working approach, Hence I recommend their services to everyone who is looking to build wealth.

Ujjwal Singh

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CONTACT US

CONTACT INFO

13, 1st floor, Nalanda Shopping Center, Station Road, Goregaon(w), Mumbai.

EMAIL

shaileshmulky@yahoo.com

PHONES

9920609413