PROFILE
Sun Financial Services
Our Dreams to Economically Strenghthen our Nation, Make it Self Reliant,
Strong Nation.
I havePassed NSE `s Certification in Financial Markets : Amfi Mutual Fund
Distributor Module and have the responsibility of Distribution of Mutual Funds.
I am a Direct Broker to all AMCs and I am responsible to the Relations Manager
of all AMCs. I attend all AMC Fund House Meetings where they explain about
the New Fund Offer and apprise us about the Markets.
Doing Certified Financial Planner course from I.M.S. ProSchool.
I am a hard working, intelligent person trying to do my BEST to
bring myselves and my Company UP.
Ab
out Me:
My Name : Sureshkumar Pursnani
Doing Mutual Funds since last 3 yrs.
Doing Life Insurance since 1992

AUM: 5 Cr. In Mutual Funds
Sum Assured in L.I.C. : Total 12 Crs.
I Handle Mutual Funds, Bonds/Debentures,Fixed Deposits, Fixed Income Fund,
Depository Services, Portfolio Management Services.[Birla Distribution],
Commodities
Life Insurance
AND
General Insurance
Added Portfolio:
HOME LOAN COUNCILLOR: FROM S.B.I. BANK [ P.S.U.]: Home Loans,
Loans against Mortgage, Property Matters, SME Business loans, Education
Loans, Loans against Mortgage of Security.
Home Loan & Car Loan Also From Reliance Capital.
I am Direct Broker to all AMC`s : DSPBlack Rock, Tata, SBI, HDFC, Sundaram BNP
Paribas, Reliance, Birla Sunlife, Bharti AXA, UTI, Religare, Principal Mutual
Fund, Franklin Templeton Investments.

Sub Broker to: IDBI Capital Market
J.M. FINANCIAL SERVICES
KARVY
KJMC Capital Markets
SMC Global
PRUDENT CHANNEL LTD.
INDIA BULLS
LIFE INSURANCE : Financial Planning, Human Life Value, Retirement Plan,
ATM: Liquidity Fund Planning ; Childrens Pension Plans,
ULIPS: ICICI LIFE, BIRLA SUN LIFE, KOTAK K SMART, TATA AIG INVEST ASSURE,
MAX NEWYORK LIFE.
ICICI LIFE: Retirement Plans, Mediclaim Plans, Childrens Education and
Professional Needs Plan.
General Insurance : [ Passed Insurance Institute of India`s Certification in
General Insurance] : Motor Car Insurance, Fire, Marine, Personal Accident
Policy, Health Policy.

I am a Regd. Agent of : Bharti AXA, New India
Assurance, National insurance, Bajaj Allianze, Oriental Insurance, ICICI
LOMBARD, Star Health, HDFC ERGO.
ICICI PRU LIFE: Hospital Care, Diabetes care, Cancer Care, Crisis Cover . Ulip
Mediclaim health care Policy.
I assure of all good services as I have all infrastructure required for it.
Very Soon I will be having my own Web Site Too…
www.sunfinancialservices.com
Assuring you of my best support and knowledge. Looking Forward for your
Valuable Support.
Contact Details: Residence -
cum-Office: 21 Mahadev
G.C. Rd. 12
J.V.P.D. Scheme
Mumbai 400 049
E-Mail : sureshkumar.pursnani@yahoo.com
s_pursnani@yahoo.co.in

Telephone Nos: Resi. : 26230350 / 22977793 /65182631
Regd. Mobile: 9869161174/ 9702546537
Internet Mobile: 9321451373