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