ABOUT SUNRISE MFD · ARN-92388

Dedicated to Your Lifelong Wealth Creation

We founded Sunrise MFD with a singular objective: to provide retail, HNI, and NRI investors with structured, goal-driven financial product distribution across Mutual Funds, ABANS capital solutions, MLDs, and Commercial REITs.

15+ Years Trust 5,000+ Portfolios AMFI Registered ARN-92388
About Sunrise MFD Wealth Creation
About Sunrise MFD Office

Our Journey

From Surat to Guiding Families Across India

Headquartered in Adajan, Surat (Gujarat), Sunrise MFD operates as an AMFI-Registered Mutual Fund Distributor (ARN-92388). We understand that every investor's journey is unique — from a salaried individual initiating their first systematic investment plan (SIP) to high-net-worth business families seeking multi-asset diversification with structured debt (MLDs), commercial REITs, and ABANS capital solutions.

By combining rigorous fund screening metrics (CAGR, Alpha, Beta, Sharpe Ratio) with modern digital tools, we ensure your wealth strategy is structured, transparent, and aligned with your life milestones.

5,000+

Investors Guided

₹150 Cr+

Mutual Fund AUM

100%

Digital & Paperless

4.9/5

Client Rating

Our Investment Code

The 4 Pillars of Sustainable Wealth

Principles that govern every recommendation, asset allocation model, and portfolio review we conduct.

Goal-Driven Allocation

We believe investments must serve tangible milestones: children's Ivy League education, retirement corpus, dream home acquisition, or 80C tax optimization.

AMFI Code of Conduct

We strictly adhere to the AMFI Code of Conduct and regulatory best practices. Transparent scheme expense disclosures, zero hidden lock-ins, and direct AMC execution.

Multi-Asset Diversification

Pairing high-growth equity mutual funds with defensive MLDs, ABANS structured wealth, and high-yield commercial REITs to cushion market downturns.

Disciplined Rebalancing

Markets swing through euphoria and fear. We periodically rebalance asset weights to lock in equity profits and capture cheap valuations safely.

Comparison Matrix

Asset Classes at a Glance

How different asset classes distributed by Sunrise MFD balance return, risk, liquidity, and taxation.

Swipe horizontally to view full matrix
Asset Class Target Return / Yield Risk Profile Liquidity Recommended Horizon Ideal Purpose
Equity Mutual Funds 12% – 16% CAGR Moderate to High High (T+2 Days) 5+ Years Long-term wealth creation, child education, retirement
Debt & Liquid Funds 6.5% – 7.8% Low to Moderate Very High (T+1 Day) 1 Month – 3 Years Emergency fund, short-term surplus, capital safety
Market Linked Debentures (MLDs) 9% – 13% IRR Low (100% Principal Protected) Moderate (Exchange Listed) 2 – 3 Years High post-tax fixed income with equity index upside
REITs & InvITs 6.5% – 8.5% Yield + Cap Growth Moderate High (NSE/BSE Listed) 3 – 7 Years Quarterly commercial rental yields without property hassles
ABANS AIF & Structured 14% – 18%+ Target High / Sophisticated Defined Lock-in 3 – 5 Years HNI alpha generation, commodity & currency hedging

Our Distribution Team

Experienced Certified Professionals

Guiding individuals, business owners, and institutions with NISM-certified expertise.

SA

Principal Distributor & Founder

AMFI Registered (ARN-92388) · NISM Certified

15+ years facilitating disciplined wealth creation and mutual fund distribution across Gujarat.

PR

Head of Product Research

Equity & Debt Specialist

Quantitative scheme analysis, alpha generation & CAGR modeling.

SD

Structured Distribution Specialist

MLDs & ABANS Solutions

Capital-protected notes, alternative assets & institutional debt.

CO

Client Operations & KYC Manager

Digital KYC & Onboarding

Ensuring fast, error-free UCC creation & automated e-mandates.