Secure your loved ones’ future with strategies for education, emergencies, and legacy preservation.
Dedicated tools to fund school/college fees with inflation-adjusted growth.
Liquid options to handle unexpected expenses without disrupting goals.
Ensure smooth transfer of assets to heirs with legal and tax guidance.
We deliver exceptional value through personalized strategies, expert guidance, and unwavering commitment to your financial success.
We develop customized strategies tailored to your unique financial goals, risk tolerance, and time horizon, ensuring your plan aligns perfectly with your needs.
Our team of seasoned professionals brings years of industry experience and market insight to optimize your goals.
Enjoy direct access to our team of financial advisors who are committed to answering your questions and providing guidance whenever you need it.
A: Holistic strategies to protect and grow resources for dependents’ needs.
Early (e.g., at marriage/childbirth), but late starters can use accelerated plans.
A: Varies by instrument—some allow ₹1,000/month SIPs.
A: Combines secure instruments (e.g., deposits) with growth-focused options.
A: Outline family goals, and we’ll prioritize funding sequences.
Have questions? Reach out to us, and we’ll assist you with your financial needs.
Shop No:1,First Floor,Dhondiraj complex,Near Gas Pump,Karad-Tasgaon Road,Palus-416310.
Flat No. S5, Building - B1, Vidyanagar, Gogol Madgaon South Goa Munuj Vihar, Goa Southdist, Goa, India 403601.
Email: sunilmalifinancialservices@gmail.com
Phone: +91 9876543210