Hello, I’m Sunny Lakhani, a Chartered Accountant, AMFI, and IRDA registered advisor. I have expertise in finance, taxation, and wealth management and passion for helping individuals and businesses achieve their financial goals.
After understanding your unique financial goals and risk profile, I develop customized strategies that integrate mutual fund and insurance solutions. From retirement planning to securing your family’s future and building wealth over the long term, I am dedicated to supporting you on your financial journey.
Let’s collaborate to create a financial plan that evolves with you.