Image

About Us

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.

Mission

Our mission is to make financial stability and growth accessible to every Indian by offering tailored financial services and knowledge. We aim to empower individuals through financial education and personalized services, creating a path to financial well-being.

Vision

Our vision is to be the leading provider of holistic financial services in India, transforming lives through financial empowerment. We aspire to set new standards in the financial industry, ensuring that every individual has the opportunity to secure their financial future.