27/10/2025
As we offer prayers to the Sun God this Chhath Pooja, let’s also rise with new beginnings 🌞
Start your SIP today and let your wealth shine brighter every month! 💰🌅
Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from SUM Investments, C-5, NANDHAM, BANGUR NAGAR, GOREGAON-WEST, Mumbai.
✨Mutual Fund:Debt / Equity / ELSS
✨Insurance:General / Health / Life/ Motor/ Personal Accident
✨Portfolio Management System (PMS)
✨Fixed Deposit : Company Fixed Deposit
✨Bonds : Tax Saving Bonds
✨Other : NPS FINANCIAL PLANNING
*CHILD EDUCATION & MARRIAGE,
*TAX PLANNING,
*RETIREMENT PLANNING
*GOAL ACHIEVEMENT PROGRAM,
WEALTH MANAGEMENT
*RISK ANALYSIS,
*ASSET ALLOCATION,
*PORTFOLIO MANAGEMENT,
*NRI/HNI SERVICES,
*INVESTMENT & LOAN ADVISORY,
27/10/2025
As we offer prayers to the Sun God this Chhath Pooja, let’s also rise with new beginnings 🌞
Start your SIP today and let your wealth shine brighter every month! 💰🌅
23/10/2025
Blessings and wealth grow when cared for with love and discipline 💫
This Bhai Dooj, promise to nurture both your family bonds and your financial goals 🌟
20/10/2025
✨This Diwali, let your investments shine brighter than the diyas you light 💰
Secure your future, celebrate your present- prosperity begins with smart choices today! 🌟
18/10/2025
✨ This Dhanteras, don’t just buy GOLD… invest in GOALS! 😉
Let your money work as hard as you do 💪💸
May Goddess Lakshmi bless your portfolio with prosperity and compounding growth 📈💰
💫
01/10/2025
✨ Just like Lord Rama conquered challenges with courage, it’s time to conquer your financial fears this Dussehra.
Burn away debt, defeat uncertainty and let your wealth rise like new beginnings.
Start investing today because every victory begins with a decisive first step.
💡 Celebrate Dussehra by choosing financial freedom over financial stress.
04/09/2025
🌸 Onam reminds us that true prosperity is built on tradition, togetherness and planning for the future.
Just as every flower adds beauty to the pookalam, every smart step in your financial journey brings you closer to your dreams🌈
This festive season, let’s weave joy and security by investing wisely for a brighter tomorrow. 🌟
💼 Secure • Grow • Celebrate
Wishing you and your family a Happy & Prosperous Onam! 🌾✨
27/08/2025
Let’s invoke wisdom not just in prayers, but also in our portfolios 💡💰
SUM Investments wishes you a Happy & Prosperous Ganesh Chaturthi! 🪔✨
21/08/2025
Hit pause on “wealth myths”
This Independence Month, redefine freedom- your way
• What real financial freedom means (and how it’s more than just luxury)
• Your step-by-step roadmap: emergency fund, SIPs, tax-smart investing, insurance, and staying on track
• Why your mutual fund distributor might just be the unsung hero shaping your financial journey
• ELSS vs PMS: A surprising look at smarter, tax-efficient investing
• Core protection tips: term life insurance essentials to guard your loved ones
Ready to take control of your financial destiny? DM now for the full August newsletter.
You’re one pothole fall away from learning why accident cover isn’t a joke.
It’s not about being paranoid - it’s about being paid when life trips you up.
💥 Accidents don’t check your to-do list.
They just happen!
📩 DM ‘ACCIDENT’ for the only real ‘recovery plan’ you need.
15/08/2025
When Krishna plays the flute, even investments start dancing to the tune of steady growth 🎶📈