About 

Dedicated to Your Financial Success

Our Team, is trained to understand your life goals into a realistic and workable plan. While we employ the best of technology to aid us in this exercise, our real expertise comes from being focused on your unique situation and requirements. So whether it is retirement planning or creating a plan for your children’s education, the assumptions that make your plan a success are well researched and adjusted to your requirements.



With a vast experience in the field of financial planning and a well disciplined approach to investments, we are able to offer customized investment solutions and suggest quality portfolio management services.



Our abilities in creating a well diversified investment portfolio consisting of different options like, mutual funds, Life insurance, Health insurance, General insurance Home Loans and retirement planning solutions have helped us in developing and maintaining an honest, respectful and a mutually beneficial relationship with our clients. We collect information about each and every investment options and our team will suggest you only the best options available in the market so our client can get the maximum return for their investment.

About


Santhosh M Sunny, the visionary behind invest1st.com, built the company on a “customer-first” philosophy. With over 20 years of diverse experience across Telecom, FMCG, and Lubricants, he brings extensive expertise to financial planning. Recognized for his achievements, Santhosh views financial planning as a noble profession, committed to helping clients secure their futures with integrity and care. His passion for guiding others has earned him a reputation as a trusted advisor in the industry.

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Mr. Santhosh M. Sunny, founder and CIO of invest1st.com, speaking at the main platform of the MDRT Global Conference 2024 in Dubai during the First-Time Attendee Orientation session as the Global Council Member for PGA.

Delighted to share with you an article about me published by Success Diary. I sincerely express my gratitude to you for guiding and supporting me in the growth path. Santhosh M Sunny.

Mission

At invest1st.com, our mission is to prioritize our clients’ needs and perspectives in all our endeavors. We ensure that every client has a reliable income replacement plan in place for unforeseen circumstances affecting the family’s primary breadwinner. Through comprehensive education, we emphasize the importance of sufficient insurance coverage and offer tailored products to protect our clients’ assets. By strategically investing in mutual funds, we aim to create wealth while preserving our clients’ legacies for future generations.

Vision

invest1st.com envisions fostering a community with heightened awareness about insurance and investment, contributing to India’s growth story. Through customer-centric initiatives, we strive to align with our mission statement, ensuring that every interaction reflects our commitment to client satisfaction. We aspire to earn the trust of our customers, serving as a testament to our dedication to ethical practices and responsible financial management. By 2030, our goal is to achieve an Assets Under Management (AUM) of 500 Crore and extend our services to benefit 5000 families, solidifying our position as a trusted partner in securing their financial futures.

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Why Us

The initial step in addressing a client’s needs is to thoroughly understand them. Our primary objective is to tailor customer-centric solutions that effectively meet the unique requirements of each individual. By prioritizing client satisfaction, we ensure that our job revolves around delivering personalized solutions that fulfill their specific needs and preferences.

Who we are

Our seasoned team adeptly manages both new client needs and existing policy servicing requirements with expertise and efficiency. We ensure seamless handling of all client inquiries and requests, providing exceptional service across the board.

He is the main man behind this company who had the philosophy of customer first.

Santhosh M Sunny

(CEO, Founder)

He is the main man behind this company who had the philosophy of customer first.

Santhosh M Sunny

(CEO, Founder)

He is the main man behind this company who had the philosophy of customer first.

Santhosh M Sunny

(CEO, Founder)

Accreditations & Memberships

At invest1st.com, we secure your financial future with expert insurance, mutual funds, and portfolio management