Welcome To Sunil Bhatia

I am writing to express my sincere gratitude for the invaluable advice, guidance, and assistance you have provided in helping me navigate both my taxation matters and investment options. Your in-depth knowledge and strategic approach have not only simplified complex financial processes but have also been instrumental in helping me work toward my financial goals with confidence. Your personalized recommendations, thoughtful insights, and dedication to my financial well-being have truly made a significant difference. It has been a pleasure associating with you and your staff, and I am deeply appreciative of your professionalism and unwavering support throughout this journey. I look forward to our continued collaboration and achieving even greater milestones together. Once again, thank you for everything.

I have had the pleasure of working with Sunil Bhatia as my financial advisor for the past four and a half years. Introduced by his brother, a former colleague of mine, Sunil made an unforgettable first impression by flying down to Chennai for an initial, no-obligation meeting in 2020. Unlike other advisors I had consulted, Sunil took the time to thoroughly explain the entire process of retirement planning and financial planning and management. His approach was not just about managing investments but about educating me on the strategies and steps necessary to meet my goals. Today, thanks to his personalized advice and exceptional portfolio management based on my risk profile, I am well on track to achieve my retirement corpus. Sunil’s words always reassure me: "Raghu, you take care of your health, happiness and global travel, and we’ll take care of the financial planning." His commitment, professionalism, and dedication make him someone I highly recommend for anyone seeking peace of mind and success in financial and retirement planning.

You have helped me secure this Financial Freedom on my retirement.I am greatful that you have been managing our money from past 15 years and you are a thorough Professional in your work.

Sunil,I have worked in one organisation from beginning,that is Maruti udyog and today when i retire i am extremely thankful to you  that i have decent corpus to sustain my living after retirement.If you would have not met me in 2003 i would have continued with my Fixed Deposits only and today it would have been impossible to sustain my lifestyle. Once again thanks to your good advise always.

I first met Mr Sunil Bhatia in 2014 in connection with filing of my Income Tax Return and that day he explained me the concept of Mutual Fund and motivated me to invest in it. Being a serviceman I had no exposure to MF and I was scared to invest my hard earned money in market. But with his valuable guidance and persuasion I started investing in MF especially in SIP. Today my investment has doubled and I am financially very comfortable. The story does not end here ! Then I motivated all of my family earning-members, who are residing in remote villages of Himachal Pradesh, to invest in MF through reliable and dependable Mr Sunil Bhatia. He has started communicating with them directly and they all have become his great fan !! I and all of my family members are thankful to Mr Sunil Bhatia for his valuable guidance and making us reap the benefits of Mutual Fund investments. THANKS SUNIL for your services.