Start with a mere SIP of 30k per month with a 10% step up for the next 10 years in a Mutual fund that has given a 14% CAGR for the last IO years.
Unlock the Door to a Brighter Future
With Us
Data-Driven Strategy
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Synergistic Integration
We leverage the power of fintech alongside human touch, merging precision and emotions to create a synergistic experience.
Risk-Return Profile
We create customized risk and return profiles tailored to your preferences, ensuring optimal returns aligned with your mindset.
Goal driven approach
We adopt a goal-oriented approach to logically and realistically help you achieve your dreams and aspirations.
Customized Wealth Platform
We create customized risk and return profiles tailored to your preferences, ensuring optimal returns aligned with your mindset.
Wealth Portal and App
You will receive your own personalized wealth portal to track all your investments with us.
Portfolio Review and Rebalancing
You will be eligible for a quarterly, semi-annual, or annual portfolio review based on your instructions or when any external developments arise.
Guidance For Life
We will provide continuous support until you reach your goal, taking responsibility for managing and allocating investments based on your lifelong objectives.
Holistic Financial Planning
We thoroughly analyse your requirements, including tax and insurance needs, as well as any additional specifications, to serve you holistically and present you with a holistic financial plan for you and your family.
Signed NDA for safety and confidentiality of data shared.
Our financial expert will collect necessary data from you for a hassle free and accurate financial plan.
Once you have given the data, we will tailor the perfect financial plan for you and a financial expert will present you with the plan.
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You will get access to your own wealth portal which will be integrated with your financial plan, and you will be able to track your investments on the portal.
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- Mutual Funds
- Equity
- Derivatives
- Health Insurance
- General Insurance
- Bonds
- NCD’s
- NPS
- Private equity
- Alternative investment funds
- Global stocks
- Mutual Funds
- Equity
- Derivatives
- Health Insurance
- General Insurance
- Bonds
- NCD’s
- NPS
- Private equity
- Alternative investment funds
- Global stocks
Frequently Ask Questions
Your Queries, Our Replies
Not at all, your investments happens though us, but everything will be under your name in your account where you will have all the rights and access to modify or redeem your investments.
Absolutely not, charges are applicable only for consultation of extra services availed like estate planning, tax planning and valuations.
We are not a registered investment advisor as we are non-discretionary managers/distributors, as all transactions happen only with your approval. Additionally, we are governed by AAMFI and SEBI where we need to follow a code of conduct set by them.
Absolutely not! You can approach us regardless of whether your investment is as low as 500 rupees or if you’ve just started your career. We do not differentiate.
A financial plan is a personalized roadmap that encompasses an individual’s or organization’s financial goals. It includes an assessment of current financial situations, identification of objectives, and strategies for budgeting, saving, investing, and managing risks to achieve long-term financial stability and success.
If you have more than 1 asset class invested through us you will be eligible for a wealth portal with your login credentials.
At SunZen we are very particular about data protection and safety hence we sign an NDA before we even have a conversation with you and provide a high encrypted portal for our clients.
Absolutely! We will be there with you for the entire process and moreover we have a stronger say for claims on behalf of you 
Address
Sunzen, Croissiance Hub 2nd floor, RBI Layout Kothunur Main Road, Bangalore 560078
connect@sunzen.in