COMPANY OVERVIEW

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SUNSHINE FINANCIAL SERVICES



Since incorporation of our partnership firm in 2008, Sunshine Financial Services has helped 200 families, 50 retirees,25 Businessmen, 10 NRIs, 2 Chartered Accountants, 2 ex-judges, and more than 500 individuals.

Mission: Create many wealthy happy families who are financially literate, empowered & Inspired to live their financial dreams.

Vision: We help to create wealth so people enjoy happy life with financial freedom.

Philosophy: We believe that each client is unique in matters of investment due to different risk appetite, priorities, needs and goals.

Our Team consists of 1 Certified Financial Planner, 1 Financial Advisor, 1 mutual fund distributor and 2 managers.

Our clients love “What-Why-How strategy” as it easily separae wants from needs, finds the goals and focus on how to achieve them. We always strive for honesty to exceed expectations of our clients !”


Meet our members

Suraj Rathva

Chief Manager

Vaishali Darji

Manager

Sitaben Patel

Distributor