COMPREHENSIVE DISTRIBUTION SUITE

Everything You Need for Wealth Creation, Under One Roof.

From foundational Mutual Fund SIPs to institutional ABANS partner solutions, capital-protected debt (MLDs), and commercial real estate REITs — we help you build an enduring, multi-asset portfolio.

40+ AMCs Supported 100% Digital Execution Paperless Mandates
Sunrise Financial Services
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Mutual Funds Distribution & Systematic SIPs

Mutual funds provide professional management, high liquidity, and the exponential power of compounding. We distribute mutual fund schemes across 40+ leading Indian AMCs (HDFC, ICICI Prudential, SBI, Nippon India, Axis, Kotak, UTI, Tata, and more).

  • Equity Funds: Large Cap stability, Mid & Small Cap growth, and flexible Multi-Cap / Flexi-Cap strategies.
  • Debt & Liquid Funds: Capital preservation, overnight liquidity, and high yield alternatives to current accounts.
  • ELSS (Tax Saving): Save up to ₹46,800/yr under Section 80C with the shortest 3-year lock-in in the market.
  • Systematic Execution: SIPs from ₹500/mo, STP for smart tactical transfers, and SWP for tax-efficient monthly income.
Mutual Funds Distribution
ABANS Financial Solutions
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ABANS Financial Solutions

Through our strategic partnership with the ABANS Group — a premier financial services conglomerate — we offer accredited HNIs and family offices access to sophisticated capital market instruments beyond traditional vanilla retail products.

  • Alternative Investment Funds (AIF): Category II and III private equity, long-short credit, and unlisted high-growth opportunities.
  • Structured Equity Broking: Institutional execution speeds, algorithmic trading overlays, and customized equity derivatives.
  • Commodities & Precious Metals: Physical and digital gold and precious metals hedging to guard against currency depreciation.
  • Bespoke Capital Solutions: Specialized portfolio diversification strategies for qualified investors.
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Market Linked Debentures (MLDs)

MLDs are structured fixed-income debentures issued by top-rated NBFCs and financial institutions. Their returns are tied to the performance of underlying market benchmarks (such as the Nifty 50 Index or 10-Year G-Sec yields) with built-in principal safeguarding.

  • 100% Principal Protection: Initial principal returned in full at maturity regardless of market drawdowns.
  • Higher Return Potential: Designed to deliver 9% to 13% IRR when benchmark index targets are achieved.
  • Credit Rated & Listed: Issued by CRISIL/ICRA 'AAA' or 'AA' rated institutions and held securely in your Demat account.
  • Pre-Defined Tenures: Clear investment horizons between 18 to 36 months for disciplined family planning.
Market Linked Debentures
REITs & InvITs
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REITs / RIETs & Infrastructure InvITs

Real Estate Investment Trusts (REITs) allow everyday investors to own fractions of prime commercial real estate portfolios (Grade-A tech campuses, corporate headquarters, and high-street malls) with small ticket sizes and complete stock exchange liquidity.

  • Mandatory 90% Cashflow Distribution: SEBI mandates that 90% of net distributable cash flows be paid out to unitholders.
  • 6.5% – 8.5% Pre-Tax Dividend Yields: Regular quarterly rental payouts plus long-term asset value appreciation.
  • Blue-Chip MNC Tenants: Long-term leases (5–15 years) with built-in annual escalation clauses (10–15%).
  • Fractional Ticket Size: Start with just ₹300 – ₹400 per unit instead of crores in physical commercial real estate.
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Goal-Based Investment Planning & Portfolio Tracking

We don't believe in random product selling. We assist you in mapping out life milestones, quantifying required target corpus, accounting for inflation, and executing an automated systematic investment roadmap.

  • Child Higher Education & Marriage: Calculating real inflation-adjusted costs for foreign university degrees.
  • Early Retirement & Financial Independence (FIRE): Building a corpus that supports continuous SWP cash flows.
  • Complimentary Folio Audit: Evaluating your existing mutual fund portfolio to remove underperforming and high-expense schemes.
Goal-Based Compounding

Ready to Elevate Your Wealth Strategy?

Get personalized portfolio distribution across Mutual Funds, ABANS, MLDs, and commercial REITs today.