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15

Years of Excellence

Delivering Tailored Financial Strategies for Over Two Decades

Welcome to “SunX Wealth” We specialize in providing comprehensive investment and financial solutions tailored to the needs of individuals, families, and SMEs.

Partner with us to achieve your financial aspirations through our wide range of investment products and personalized financial services.

Who We Are
About SunX Wealth Investments & Financial Services

Empowering Your Financial Growth with Trusted Solutions

SunX Wealth is a one-stop personal finance service provider catering to Retail individuals, HNIs, NRIs, and Corporates. We specialize in advising, distributing, and managing portfolios within a carefully designed process framework to build wealth for our clients. Acting as a single-point service provider, we offer a comprehensive range of financial, investment, and tax planning services all under one roof.

Our founder & Principal Financial Advisor, Mr. Suraj Kumar Raha, M.B.A., brings over 17 years of experience in Financial Assessment, Advisory, Products & Services.

Our Vision

Our vision is to be the most preferred Investment Services firm by providing solutions to our clients based on their requirements, protecting and growing wealth for them, to make their tomorrow better than today.

Our Mission

SunX Wealth aims to be the most reliable and efficient provider of Financial Services. It is our continuous effort to be a trustworthy partner to our clients, helping them protect and grow their wealth, and achieve their life goals.

Features

Here are the top services we provide to help you achieve your goals.

Financial Tools

Tools That Understand
Your Financial Aspirations

Experience the impact of our financial tools to simplify everything from budgeting to investing, and watch your goals turn into reality.

Financial Calculator

Financial Calculator

Use financial calculators to gain accurate insights quickly.

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Download Form

Download Form

Download all your essential forms for all your financial needs.

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Pay Premium Online

Pay Premium Online

Pay your premiums online easily with a secure payment option.

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Financial Fitness

Financial Fitness

Improve your financial wellness with health and financial tools.

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Risk Profile

Risk Profile

Assess your financial risks and plan for a secure future.

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Useful Links

Useful Links

Find valuable links to essential financial resources here.

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Power Of SIP

Empower Your Financial Future with Systematic Investment Plans

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Services

Here are the top services we offer to help you achieve your goals.

Trusted Worldwide

SunX Wealth Investments & Financial Services : Your Partner in Global Financial Growth

Start Your Journey

Get Your Free Quote Today

Your financial goals are within reach. Let us craft a personalized strategy to help you succeed.

9163249027

4th Floor, 206/1 Rash Behari Avenue, Gariahat, Opposite of Standard Chartered Bank, Kolkata-700029 West Bengal

Testimonials

Hear From Our Valued Clients!

Explore real-life journeys and heartfelt stories of financial transformation and personal growth from our satisfied users.

Your financial goals are within reach.
Let us guide you towards success!

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Rani Singh

These exceptionally knowledgeable experts have remarkably transformed my finances, securing my future, and significantly boosting my investments. They come highly recommended for their unwavering trustworthiness and results-driven approach. Their exceptional service removes financial planning stress, ensuring a prosperous future.

Rahul Kapoor

Impressed with their financial expertise, they've significantly boosted my investments, leading me to financial success. Highly recommended for stability and growth. They've made a significant difference in my financial journey, and I can wholeheartedly vouch for their exceptional services.

Priya Desai

These knowledgeable experts have transformed my finances, securing my future, and boosting investments. Highly recommended for their trustworthiness and results-driven approach. Their exceptional service ensures a prosperous and satisfying financial journey, and I am exceptionally satisfied with their consistently exceptional services.