Sunzen
Wealth Management
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About Us

Abundance and Zen: Your path towards prosperity Empowering Education and Enlightened Investing with a Personal Touch! We believe in the power of knowledge, empowerment, and strategic investments. With our dedicated wealth management wing and comprehensive trading and investing courses, we prioritize your financial well-being. Count on our absolute transparency, trust, and personalized guidance to pave the way for your success. Let’s embark on this journey together and make your financial dreams a reality.

Mission

Empowering all generations through the transformative power of investments, we strive to help them achieve their goals and dreams. Our mission is to foster financial literacy, reaching as many people as possible through our firm. We build connections based on genuine relationships, focusing on creating value beyond mere transactions.

Vision

Our vision is to build a vibrant community of millions of aspiring investors, united by a shared commitment to spreading knowledge. With a client base that thrives on surpassing the index, inflation, and traditional investments, we strive to emerge as leaders in the field. Utilizing scientific methods and fintech, we will conduct extensive research, unlocking new frontiers of financial possibilities.

Meet your facilitator

Introducing an accomplished professional with a passion for trading and finance. With a remarkable journey that began at a young age, he has amassed over 7 years of extensive experience in the trading industry. Holding a Postgraduate degree in investment banking and global markets, has honed his skills in diverse fields such as stockbroking, hedge funds, and wealth management. His driving force is to introduce retail clients to a world of finance they have yet to explore, bridging the gap between individual investors and large-scale investment firms. Through his endeavours, he aims to demonstrate the vast array of financial assets beyond traditional choices like gold, real estate, and fixed deposits. Committed to building a community of prosperous investors, he remains dedicated to achieving this goal, leaving no stone unturned until success is achieved.

Investment philosophy

Our investment strategy is tailored to align with each client’s risk appetite and psychology. We conduct a comprehensive and holistic assessment to understand your needs and preferences, enabling us to develop a personalized investment plan. Our approach is rooted in scientific principles, ensuring that we manage your portfolio effectively. As part of our service, we provide you with an investment policy statement that outlines how we will allocate and expose your portfolio.

Get in Touch

Studio
JP Nagar 6th phase. Bangalore 560-078
Want to Talk?
connect@sunzen.in
+91 8088493267
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