Your Roadmap to Financial Freedom Starts Here
From Planning to Prosperity — We are With You
Custom Plans. Expert Guidance. Real Results
Guiding Your Wealth Towards a Brighter Future
At Sunrise Investment we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from inception. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do.
Sunrise Investment is an AMFI certified Mutual Fund Distributor also a qualified Insurance / Retirement / Certified Financial Planner. Currently we are handling more than customers in and outside India.
We have established ourselves as a dependable and expert group as far as insurance and investments are concerned. We offer personalised financial planning and wealth management services as we strongly believe that like you, your financial needs and aspirations are also unique and that needs to be addressed correctly. Designing, implementation and review are fundamental to all the services that we offer. To us all our relationships with clients are long term – forever. We consider our clients as an extended family.
As time went by we have emphasised our focus on technology and ease of access of services at fingertip. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. We are present in web as well in mobile devices. We handhold you to understand reports and analysis of your investments and insurance and at the same time guide you for further actions that needs to be taken. We keep transparency throughout our services. Our most valuable asset is you and your faith on us. We value that above everything
What Makes Us Different
- Personalized Guidance – We design investment strategies around your needs.
- Diverse Portfolio Options – From equity to debt, SIPs to tax-saving funds.
- Trusted Expertise – Backed by years of industry experience.
- Long-Term Support – We monitor, review, and adjust as your life goals evolve.
Innovation in Every
Service We Offer
Portfolio Guidance
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation
Tax Optimization
Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws
Digital Investment
Gone are the days of long forms, paperwork, and waiting for confirmations. Today, you can explore, invest, and track your entire portfolio anytime, anywhere — all with a few clicks.
Insurance Services
Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. We work with you to identify your risks
Investor Education
We believe that an informed investor is a confident investor. Our mission is not just to help clients invest
How to Achieve Your Financial Goal
Disciplined Investment
Stay consistent with your investments to build steady, lasting wealth.
Prioritise Your Goals
Focus on what matters most to align resources with your life's priorities.
Start Timely
The earlier you begin, the more your money benefits from compounding.
Patience
Give your investments the time they need to grow and deliver.
Do Not Time the Market
Invest steadily instead of chasing short-term market highs and lows.
Expert Advice
Make informed decisions with guidance backed by research and market insights.
k+
Project Complete
Trusted By
150
FINANCIAL CALCULATORS
Secure your future through systematic investment
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Experiences
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Happy Client
Leading the way in business
transformation
Rajesh Prajapati
(ONGC)
Dr. Ghanshyam Rajput
Tirth Hospital
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Managing Director
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Managing Director
Unleashing the power of
your business
I have been consulting with Samarjeet Singh Chauhan at Sunrise Investment for my mutual fund investments, and I am thoroughly impressed with his expertise. Samarjeet takes the time to understand my financial goals and risk appetite before recommending any funds. His advice is always backed by data, yet he explains it in a way that is easy to understand. I appreciate his transparency and the regular portfolio reviews that keep my investments on track. I highly recommend Sunrise Investment to anyone looking for a trustworthy and knowledgeable financial advisor in Jabalpur.
Dr. Ram Singh Chauhan
Ex Joint Director DRDE
As someone new to the stock market and mutual funds, I was initially hesitant about where to invest. S.S. Chauhan made the entire process incredibly smooth. He didn't just sell me a plan; he educated me on how mutual funds work and helped me build a portfolio that suits my long-term needs. His personalized approach and prompt response to queries make Sunrise Investment stand out. Thank you for your guidance!
Mrs. Vineeta Saluja
Pro Vice chancellor - Univercity
I have been associated with Sunrise Investment for some time now, and I am very happy with the returns on my portfolio. S.S. Chauhan has a keen eye for market trends and manages investments proactively. It is rare to find an advisor who cares as much about your money as you do. A five-star experience!
Mr. Vikram Diwakar
Business Person
Transitioning into retirement is scary, especially when it comes to managing finances. S.S. Chauhan has been a pillar of support for me. He helped me restructure my portfolio to ensure a steady monthly income (SWP) while keeping my capital safe. His respectful demeanor and patience in explaining technical terms to a senior citizen like me are truly commendable. I feel secure knowing my retirement funds are in safe hands with Sunrise Investment.
Mr. Balmik Prasad Tiwari
Advocate High Court
As a working professional, I barely have time to track the markets. That’s why I trust S.S. Chauhan. He manages my portfolio with a proactive approach, so I don't have to worry about daily fluctuations. I just check my reports occasionally, and the growth speaks for itself. If you want a 'fill it, shut it, forget it' experience where your money works hard for you, Sunrise Investment is the place.
Mr. Manish Kumar Sharma
Govt. Officer
Working with S.S. Chauhan, the lead mutual fund advisor at Sunrise Investment, has been one of the most rewarding financial decisions I’ve made. His high level of qualification, deep understanding of market dynamics, and exceptional ability to simplify complex investment concepts make him stand out in the advisory space.
Mr. Yogendra Soni
Business Person
Over the years, S.S. Chauhan has achieved numerous milestones—both for his clients and his firm—and it clearly reflects in the strong portfolio growth and consistent results I’ve experienced. Sunrise Investment truly lives up to its reputation for delivering trustworthy, research-driven, and performance-focused investment advisory services.
Mr. Akhilesh Singh
Advocate High Court
Samarjeet’s ability to identify suitable investment opportunities based on my risk profile has been incredibly impressive. He listens carefully, advises honestly, and ensures every step is transparent. Sunrise Investment has earned my trust completely.
Mr. Shobhit Jain
Business Person
Samarjeet’s professionalism stands out in every interaction. His market understanding and ability to forecast trends with practical reasoning have helped me make informed decisions. I truly value the partnership I have with Sunrise Investment.
Mr. Neelesh Bhatnagar
Professional
Working with S.S. Chauhan has been a refreshing experience. His professionalism, expertise, and structured financial approach have helped me invest with confidence. I couldn’t have asked for a better advisory partner than Sunrise Investment.
Miss. Sonalika Singh
Professional
Simplifying Investments for
Confident Wealth Growth
Sandeep
CEO, Example Corp
