Mutual Funds & Wealth Management

Sunidhi has in-depth expertise and years of experience as a certified professional Mutual Fund Distributor. We have been instrumental in aiding our clients' short- and long-term investment goals efficiently. Our mission is to provide quality and cost effective services to help clients achieve these targets.

Sunidhi's winning strategy lies in the selection of the right mutual fund products. A few factors that are considered during this rigorous process are:

We continually build a relationship of trust and comfort with our clients through robust back office support and execution skills par excellence. Our primary execution offering include CPR 1-3 ranked funds. We consciously refrain from distributing sector-specific or theme-based funds. We remain current and relevant in our selection of funds through constant feedback and updates from AMCs. Sunidhi distributes to 1500 individuals, 200 HNIs, and 50 corporate clients through a team of senior relationship managers, client support executives, and back office operations.