We Provide Mutual Fund
Services

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About

About Us

Sun Pacific Capital, established in June 2016 by seasoned investment professionals, embarks on a perpetual journey dedicated to assisting investors in cultivating investment discipline and realizing their financial goals. With a commitment to education and personalized guidance, the firm aims to empower clients in making informed decisions. By leveraging their expertise, Sun Pacific Capital provides comprehensive advisory services tailored to individual needs. Whether through investment consulting, portfolio management, or financial planning, the firm emphasizes long-term thinking, risk management, and adherence to proven investment principles. Building lasting partnerships, Sun Pacific Capital strives to guide investors on their path to financial success.

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Customer Satisfaction

Financial Expertise

Personalised Services

Services

Our Services

Life Stage Planning

Sun Pacific Capital helps clients navigate important life

Tax Planning

Sun Pacific Capital helps clients optimize their tax liabilities by employing

NRI Services

The firm specializes in retirement planning, helping clients

Services for Start-Ups

The firm assists clients in implementing their investment

CFO Services

Sun Pacific Capital provides ongoing monitoring and review

Family Trust

Family Trusts are legal arrangements in which the owner of wealth

Tools

Financial Tools

Calculators: Online financial calculators to empower you with accurate financial insights.

Pay Premium Online: Enjoy the convenience and security of paying insurance premiums online.

Health Checkups: Take advantage of online financial health checkups to assess your current financial situation.

Risk Profile: Evaluate your risk appetite and financial goals through an online risk profile assessment

Calculators

Pay Premium Online

Health Checkup

Risk Profile

Updates

Download Forms

Updates

Financial News

Benefits

Benefits We Offer

Portfolio Analysis

Multi Asset

Realised Fund XIRR

Folio Master

Online KYC

Tools

Financial Tools

Monthly Amount		10000
	1000 20,000
No. of Years		30
	2 30
Expected Return		15
	9 12 15

Testimonials

Our Clients Say's

"Working with Miss Lata has been a game-changer for my financial journey. Their expertise and guidance have helped me make smart investment decisions, plan for my retirement, and protect my assets. I highly recommend their services to anyone looking for a trusted financial advisor."

Aashi Chhabra

web coordinator

"I can't thank Miss Lata enough for their exceptional financial planning services. They took the time to understand my goals and tailored a comprehensive plan that has put me on track towards financial success. Their professionalism, knowledge, and personal approach have made all the difference."

Priyanka Choudhary

Website Designer

"Choosing Miss Lata as my financial advisor was one of the best decisions I've made. Their depth of knowledge and ability to explain complex financial concepts in simple terms have empowered me to make informed decisions. They genuinely care about my financial well-being, and I couldn't be happier with the results."

Sumit Patel

Website Designer

"I was feeling overwhelmed and uncertain about my retirement planning until I found Miss Lata. They provided me with a clear roadmap, customized to my needs and aspirations. Their expertise and attention to detail have given me peace of mind, knowing that I'm on the right track for a secure and comfortable retirement."