Sunrise Finserve: Mumbai's Most Reliable DSA with a 10 - Year Legacy

Sunrise Finserve: Mumbai's Most Reliable DSA with a 10 - Year Legacy

Since a very long time, Direct Selling Agents (DSAs)have been hand holding both individuals and business entities in their financial journeys through strong associations with multiple banks. While individuals/entities seem to know merely about the fortes and benefits of one particular bank, DSAs hold great insights about diverse banks in the market and hence, are capable of suggesting the right bank at the right time for each client.

One such renowned DSA in India is Sunrise Finserve Pvt. Ltd. that offers a spectrum of lending and financial solutions with extensive transparency to its customers individuals and corporates. Leveraging its 10-year long associations with reputed banks and NBFCs, Sunrise Finserve pledges to address its customers’ requirements with full commitment by keeping its own requirements aside when needed. Moreover, the company was not only incorporated by an ex-banker Hiren Mehta (MD & CEO), but also currently handled by a team of ex bankers and its linchpin Yogesh Mule (Director) who all impart a clear vision of never giving up on their passion. No wonder, Sunrise Finserve silhouettes as one of the top 50 DSAs in Mumbai today, while holding presence across Ahmedabad, Pune and Indore as well.

Hiren and Yogesh have passionately articulated about Sunrise Finserve and its excellence as a DSA, with CEO Insights.

Elucidate on the inception story of Sunrise Finserve.
Hiren: Hailing from a family with business background, I always aspired to start my own business. Instead of dealing with financial products I wanted to serve customers with bespoke services as a DSA and at some point expand into a business unit. Hence in 2009, I laid the foundation for Sunrise Finserve and since then one of my prime visions was to provide great employment opportunities to people and always keep them satisfied. My prior professional experiences include working for behemoths like G.E. Mony, Deutsche Bank and Cholamandalam Investment and Finance Company for a span of 12 years. Yogesh has previously worked at Standard Chartered Bank and Edelweiss Finance for a period of 10 years, while we both are M.Com and MBA graduates in Marketing.
Leveraging these experiences and a strong passion to serve the home loans industry, we kickstarted our operations with a motto to deliver home loans to everyone who owned a home.

We intrinsically adhere to seven core values responsibility, clear communication, ethics, honesty, trustworthy, commitment and account ability, while dealing with every single customer

How has Sunrise’s journey been so far and how are you planning to take it to newer heights?
Yogesh: The journey had a lot of ups and downs. Especially in 2009, the real estate market was greatly evolving and a lot of industries came into existence. Yet, we got the right acceleration from these businesses and people who weren’t able to get the loans that they truly deserved from banks. That’s how we grew our business and also helped these businesses flourish. Our primary goal has always been to acquire maximum number of customers, while we have recently collaborated with CAs and other finance experts to upscale our business. We also own a dedicated marketing team of MBA graduates who spread awareness among our peer groups and customers over social media platforms, regarding our new plans & initiatives, potential business opportunities, various banks’ offerings, and other aspects.

Hiren: We intrinsically adhere to seven core values responsibility clear communication ethics, honesty, trustworthy commitment and accountability while dealing with every single customer. We are also in the process of obtaining franchisees for our company from PAN India, wherein we will train them firstly on our portfolio.

Brief us on the diverse services that you offer.
Hiren: We majorly cater to self employed industries by offering them the best products funded by noteworthy banks. Outshining as a one-stop-shop for all their financial needs, we provide them services like loan against property, commercial
purchase, loan against machineries, loan against shares home loans & unsecured business loans working capital loans, corporate loans insurance and many more.

Yogesh: Being ex bankers we clearly understand what banks look into customers. Be it the underlining guidelines or policy frameworks, we accordingly advise our customers and bestow them with hasslefree, rich and flawless experiences.

Walk us through the process that you follow across these services. Also, how do you stay abreast of the industry happenings?
Yogesh: Our inhouse process involves checking the eligibility and credit ability of our customers followed by collecting requisite documentation (based on their industry profile) from them. Our main aim is to not just deliver our best works to them, but also with less TATs. Even in terms of pricing, we stay very transparent and in sync with our bankers. Further, we update ourselves on the finance industry trends by staying in close touch with our bankers and also learning about the unfolding advancements.

Hiren: We regularly attend top-notch summits in Mumbai to learn about the requirements of nextgen financial market and mould our offerings accordingly.

What are your future plans?
Yogesh: We are currently working on an enhanced version of CRM software and will deploy it for our entire operations in the next year. In the next three years, we are planning to setup at least 120 new offices PAN India especially across developing markets.

Key Management:
Hiren Mehta, MD & CEO
Hiren is a highly experienced business maven aspiring to fulfill the dreams of millions of Indians to buy a new home.

Yogesh Mule, Director
Yogesh is a well versed leader who is currently overseeing the core financial activities at Sunrise Finserve.

Quick Facts:
Mumbai(Headquarter), Ahmedabad, Pune & Indore

•Home Loan
•Loan against Property
•Unsecured Business Loan
•Working Capital Limits

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