1. PROFILE
SUN FINANCIAL SERVICES
Our Dreams to Economically Strenghthen our Nation, Make it Self Reliant, and a Strong
Nation.
Discovering oneself is a “ Supreame Task” which a man performs during his
Lifetime.
[see also slideshare.net or linkedin.com]
Passed 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 at present C.F.P. from IMSPro School.
I am a hard working, intelligent person trying to do my best to
bring myselves and my Company up.
About Me:
My Name : Sureshkumar Pursnani
Name of my Company: Sun Financial Services
Doing Mutual Funds since last 4 yrs. Doing Life Insurance since 1992

2. Business done in Mutual funds:
AUM: 5 Cr. In Equity
AUM: 50 Cr. In Liquid Fund.
I Handle Mutual Funds, Bonds/Debentures,Fixed Deposits, Depository Services, Portfolio
Management Services.[Birla Distribution]
Life Insurance
&
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.
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, J.P. Morgan.
Sub Broker to: IDBI Capital Market
KARVY
SMC Global

3. 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.
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.
Some Of Our Clients: Shri Varun kumar Prasad Ms Sea Shell Nariman Point
Shri Kirti V.Ambani Vice President Reliance Communications Ltd.

4. Some of our would be clients are Film Artistes.
Contact Details: Permanent Residence -cum-Office: 21
Mahadev
G.C. Rd. 12
J.V.P.D. Scheme
Mumbai 400 049
Our Temporary Residence: co Sachin Sharma
61B Olympic Towers
Yamuna Nagar, Near Millat Nagar
Oshiwara, Andheri [w]
Mumbai 400 053
E-Mail : sureshkumar.pursnani@yahoo.com
s_pursnani@yahoo.co.in
sureshkumarpursnani6@gmail.com
Telephone Nos: Resi. : 26323781 /65182631

5. Regd. Mobile: 9869161174