SunTrust Finserve
We're here to help you make the most of your money
At SunTrust Finserve, we take pride in offering a range of financial solutions designed to perfectly fit your unique needs. Our commitment to excellence drives us to go beyond one-size-fits-all approaches.
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Welcome to
SunTrust Finserve
Suntrust Finserve came into existence on 22/10/2018. It is one stop solution for all financial needs and services.
Our mission is to help people seeking financial planning guidance in different sectors with the help of professionals and experience founders so that they enjoy financial freedom at early age and in systematic manner with a properly designed strategy.
Our vision is to reach turnover of 500 crore.
Why Choose US ?
Personalized Approach: We tailor our strategies to fit your specific needs and goals.
Expert Guidance: Benefit from the insights and expertise of our experienced financial professionals.
Comprehensive Services: From portfolio management to financial planning, we provide a holistic approach to your financial well-being.
Partner with SunTrust Finserve today and take the first step toward achieving your financial goals with confidence.
Meet Our
Founder
Sheetal Anup Agrawal
Sheetal Anup Agrawal (M.com) has a rich Retail banking sector experience from 2004-2018 with different banks like ICICI bank Ltd, Indusind Bank, Kotak Mahindra Bank at different positions Like Senior Manager, Branch Operations Manager, Deputy Branch Manager and Branch Manager.
With the help of Co-founder and her husband CA Anup Agrawal (Practising since 2001 as Chartered accountant) they started Suntrust Finserve with the below mentioned services.
Services
What we do
#1
Loan
Unlock your dreams with SunTrust Finserve’s Loan Services. Whether you’re aiming for a new home, pursuing higher education, or embarking on a business venture, our flexible loan solutions will pave the way for your aspirations. Experience seamless application processes, competitive rates, and personalized assistance on your journey to financial accomplishment.
Secured Loans
Home Loans, balance transfer of loans, top up of loans, home saver overdraft facility, Loan against property, Loan against shares, pure OD, Cash credit limit, working capital, car loan, gold loan.
Unsecured Loans
Personal Loans and Business Loans
#2
Insurance
Safeguard your future with SunTrust Finserve’s comprehensive Insurance Services. From life and health coverage to asset protection, our tailored insurance solutions provide peace of mind for you and your loved ones. Trust us to navigate the uncertainties of life while ensuring a secure and stable tomorrow.
Life Insurance
Term life, traditional plans, return benefit, retirement planning, short term plans, long term plans, child plans, specific purpose plans, market linked plans , non-market linked plans , guaranteed plans, high risk plans . etc
Health Insurance
Individual plans, family floater, critical illness, super top up plans,group policy, etc
General Insurance
Society insurance, car insurance, busses insurance etc.
#3
Accounting Related Services
Income Tax Returns, Account Writing, GST Registration, GST Returns and Audits, Tax Audits, Company Audit, Assessment, Appeals & Tax Planning, Company Formation, LLP Incorporation & ROC Filling, 15CA, 15CB and Other Certification.
#4
Equity and Mutual Fund Management
Our team of experts meticulously analyzes and selects investment opportunities in both equities and mutual funds, aiming to maximize returns while managing risk. We continuously monitor market trends and adjust strategies to keep your portfolio optimized
#5
Financial Planning
We understand that financial planning is not one-size-fits-all. That’s why we work closely with you to create a customized financial plan that reflects your individual requirements and aspirations. From budgeting and savings to retirement planning, we offer comprehensive services to help you achieve your financial objectives.
#6
Goal Setting and Risk Management
Setting clear financial goals is crucial for long-term success. We assist you in defining and prioritizing your financial goals, whether they involve retirement, education, or major life events. Our approach takes into account your risk tolerance and financial situation to develop a balanced plan that aims to meet your objectives while managing risk effectively.
Our Team Members
Rohit Gupta
Pooja Yadav
Pratiksha Shinde
Testimonials
What My Clients Say?
Helping You ROADMAP Your Finances
Contact Us
Address
C-1 Highland park, Lalji pada, New Link Rd, next to Padmavati Complex, opp. HDFC bank, Kandivali West, Mumbai 400067
Our Branches
Mumbai - Branch
Office No 3, 1st Floor, 13 JBF House, Opp. Joshi Wadi, Old Post Office Lane, Kalbadevi, Mumbai - 400002
Mumbai Branch II
C-6 Mangal Kunj, 2nd Floor, Opp. Indraprastha Shopping Center, S
Dubai Branch
35333 - 001, Building A1, IFZA Business Park, Dubai Silicon Oasis, Dubai, UAE
