Sun Financial

Services & Solutions

Insurance

Life Insurance

Children, Recurring and Retirement Solutions
Business Insurance - Key man, Employer, Employee, Partnership
Health, Critical Illness, Accident and Disability

General Insurance

Marine, Fire, Automobile and other

Investment

Mutual Funds
Structured Products
PMS - Portfolio Management Services
Bonds & Fixed Deposits
AIF

Finance

Project and Business
Property
Personal Finance

Realty

Investment
Projects
Land Development
Consultation
Property Management

Legal & Taxation

Taxation
Will Writing
Estate Planning / Inheritance Laws

Financial Advising

Free

For Clients

Life insurance, Mutual Fund and General Insurance Portfolio Management(under our advise).
Yearly review meeting for 30 minutes.
4 visit per year.
Regular updates via email.

For Prospects

One Introductory Meeting.
One Presentation Meeting.
One Follow up Meeting.

Get in touch!

Our Code of Ethics

Always place the best interests of our clients above our own direct or indirect interests.
Maintain the highest standards of professional competence and give the best possible advice to clients by seeking to maintain and improve professional knowledge, skills and competence.
Hold in the strictest confidence, and consider as privileged all business and personal information pertaining to our clients’ affairs.
Make full and adequate disclosure of all the facts necessary to enable our clients to make informed decisions.
Maintain personal conduct which will reflect favorably on the insurance & investment industry.
Determine that any replacement of an insurance or financial product must be beneficial for the client.
Abide by and conform to all provisions of the laws and regulations in the jurisdiction in which we do business.

Fee Based

For Clients

Life insurance, Mutual Fund and General Insurance Portfolio Management (not under our advise).

For Prospects

Financial Health Checkup includes:

Systematic filling of all your financial documents.
Informative Statistics.
Add On of any services.
Financial Health checkup Report Summarizing all the above with a personal meeting for 20 minutes.

* For charges, kindly contact our office.

Get in touch!

The Mentor

Mr. Vijay Chauhan - Top LIC Agent, Rajkot

Vijay D. Chauhan today helps steer the wealth in directions that are advised based on clients lifestyle, requirements and future plans. With his experience, expertise & continued education, he has managed to provide financial literacy and financial freedom to more than 300 families in past 25 years. He has conducted sessions and written articles to impart financial literacy and also attended various seminars, workshops in personal finance advisory at national & International level.

Certification and Accreditation

Sun Financial has been providing wealth solutions to individuals and businesses since 1972. We specialize in offering impartial financial advice and wealth management services to individuals and have a full range of financial services for businesses.

Our company has grown substantially from humble beginnings by investing in our team building, modern technology, training & education and infrastructure that complement our excellent wealth solution standards.

Our clientele includes Professionals, Entrepreneurs, Politicians and NRIs from across the world. Many of our clients have been a part of the Sun Financial family since 1972.

Mission

Sun Financial will strive with excellence to fulfill the needs of the clients in its chosen field of financial services.

Vision

Be a leader in providing financial solutions by timely regenerating business models, by partnering, associating, sharing knowledge and profits.

Quality Policy

To provide right financial solutions and services to the right customer in the right manner and at the right time.

Gallery

Mr. Vijay Chauhan at various professional meetings at MDRT (USA, Canada, Japan, China), Training Session at IIM Ahmedabad and ISB Hyderabad, Public speaking on Financial Planning at Rotary Club of Rajkot Midtown, ICAI (Institute of Chartered Accountants of India), Rajkumar College, VVP Engineering College, Rajkot.