We are delighted to inform you of Sumraksha, a one-stop Investment, Insurance and Wealth Management firm. At Sumrakhsa, we focus on providing our clients with personalized financial services, with a holistic view of their goals. We are a team of highly motivated professionals with a deep understanding of the Indian economy and market forces generating unmatched research and a client-focused approach.
WHAT WE DO FOR YOU
Our Services
Investment Portfolio
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation. RISK PROFILING – Knowing ourselves well..
Insurance Portfolio
Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. We work with you to identify..
Tax Fundamentals
Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws. This should also consider
Estate Planning
Estate planning in simple terms refers to the passing assets/investments down from one generation to another. You decide how much of your estate
OUR CALCULATORS
Financial Calculators
Child Education Planning
Children are always asked what they want to be when they grow up. As a parent, you want to make sure
Dream vacation
Everyone dreams of going on a grand vacation at some time during their lives. It can be overwhelming
Child Wedding Planning
For a parent, seeing their child happily married is an unparalleled joy. Whether it is the pride of seeing
Dream car
Dream car is no longer a dream. Be ready to put your seat belts on and go for a ride. Check how much
Retirement Planning
Even if it seems a long way off, it pays to plan for your retirement as early as possible
SIP Planning
SIP Planner helps you figure out the amount you need to invest regularly to meet your Financial goal.
VIDEO LESSONS