Sunit Investment and Financial Planner

Sunit Investment and Financial Planner

Share

Sunit Investment offers comprehensive 360 degree financial advisory services. We are certified Wealth Manager, Mutual Fund and Insurance consultants.

Sunit Investment as Partner firm was incorporated in the year 2006 to focus entirely on helping more clients to benefit from the Financial Planning process. At present with over 800 satisfied individual and corporate clients we at Sunit Investment believe in the power of Financial Planning. We are here to help you plan, manage and grow your personal finances. We are certified Wealth Manager, Mutua

26/11/2022

India's Warren Buffet for you - *Mr. Raamdeo Agrawal.* He is an Indian Entrepreneur, stock market investor, Chartered Accountant and Chairman of Motilal Oswal Group which he co-founded with Motilal Oswal in 1987.

*Topic* : *India@100 yrs of Independence -Compounded Past! Compounding Future!!*

*Date & Time* : Sat.26th Nov. .

🔗 *Registration link* : https://tinyurl.com/ycs3mz58?id=1075&brcode=54712

31/10/2022

SMALL STEPS TO SAVE A LITTLE MONEY CAN RESULT INTO BIG SAVINGS OVER A PERIOD OF TIME…. FOLLOW THIS PHILOSOPHY TO HAVE A BETTER FUTURE… HAPPY WORLD SAVINGS DAY!

21/10/2022

* Offers on Indian Festival - Diwali 🪔*

Indians (We) Celebrate Diwali 🎇 by

Searching Products on *Google*,
Using *Microsoft* or *Crome*,
Buying from *Amazon*,
Spending on *Apple* ,
Using *VISA* Cards,
Sharing on *Facebook & Instagram*,
Finally wishing Diwali on *Whats app*.

_Just making US companies Happy by spending money !!_

*These stocks are available at 25-40% 🔻Discount.*

Invest in these stocks with *DSP US Flexible Equity Fund* and Celebrate our Diwali by *buying* them at Discounted rates.

*Just not Spend, Invest too !!*

21/10/2022

Time in the market is more important than timing the market.

17/10/2022

India growth story! 🇮🇳
You may miss the bus if you can’t smell the opportunity.
The best way to participate in the India growth story is through Equity Investments.
Choose your investments wisely between *Fixed Deposits & Mutual Funds* when ECONOMY IS GROWING.

Photos from Sunit Investment and Financial Planner's post 17/10/2022

Have you ever bothered to know the cost of different medical treatments/procedures before deciding the size of your health cover?

Will you buy a Rs 3 lakh family floater health cover without knowing the cost of a bypass coronary surgery or a liver transplant or any other critical illness, which can afflict any one in your family?

If it is so, it is like buying a pair of small-size jeans without knowing the size of your over-stretched waist.

Do you think your cover is enough given the double-digit health inflation? If you feel it's not, you can buy a separate policy or increase the cover by opting for a top-up insurance plan. The latter is cheaper and more viable.

DM to review your insurance cover.

27/09/2022

Stay Balanced with Balanced Advantage Fund. It aims to grow in rising market & protect in falling market.
• All Weather Fund. Works Efficiently Across Various Market Cycles
• Avoids Tax Events. Minimal tax exposure • Adheres To The Rule-Based Active Investment Approach. Eliminates Human Bias In Decision Making
• Manages Volatility Through Periodic Rebalancing. Targets Better Risk Adjusted Returns

To know more about BAFs, call
+91 9870095782

27/08/2022

How ₹ 10 Lakhs grew in last 10 years in Midcap funds.
*₹66 Lakhs Value in 10 Yrs of ₹10 Lakh Investment*
6.65 times Investment grown after many Ups & Downs in Market.

Right Asset class
🇮🇳
in Long Term
run away in Volatility

25/08/2022

Let’s discuss your goals and create a tailor-made plan today! DM for Investments.

23/08/2022

Make the most of this Tax saving & invest in NPS to reduce your tax liability under section 80CCD (1B)💰💵

Extra tax benefit today & income security in old age! The dual benefits offered by NPS are one of a kind!

CALL TO INVEST IN NPS:

Thanks & Regards,
Ninad Padwal | Finance Consultant
Sunit Investments

16/06/2022

Rich people buy assets, middle-class people buy liabilities that they think are assets, and poor people only have expenses. If you want to be rich, stock up on assets that will generate a good cash flow for you.

03/04/2022

Greetings on Gudi Padwa, Ugadi, and Chetichand. May these festivals bring abundance of growth, prosperity, and joys into your lives..!

Want your business to be the top-listed Accountant in Mumbai?

Click here to claim your Sponsored Listing.

Location

Telephone

Address


522/Bharat Industrial Estate, TJ Road, Sewre
Mumbai
400015