"Investing is not about beating others at their game. It’s about controlling yourself at your own game." — Benjamin Graham"

Start Your Investing Journey With Us

Start your investing journey with Sun Services for expert guidance and diversified portfolios tailored to your financial goals, ensuring a brighter financial future.

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Our Services

Equity

Equity represents ownership in a company, offering investors a stake in its assets and earnings potential, reflecting a share of its value and risks in the stock market. It's a cornerstone of investment portfolios, providing the opportunity for capital appreciation and dividends as the company grows.

Mutual Funds

Mutual funds pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities, managed by professional fund managers. They offer investors the opportunity to access a diversified portfolio with relatively low investment amounts, providing potential for capital appreciation and income while spreading risk across different assets.

Life Insurance

Life insurance provides financial protection for loved ones by paying out a lump sum in the event of the policyholder's death, ensuring their dependents are financially secure during difficult times. It offers peace of mind and a safety net, allowing families to maintain their standard of living and cover expenses such as mortgages, debts, and future needs.

Health Insurance

Health insurance safeguards individuals against the financial burden of medical expenses by covering all cost of medical treatments , promoting access to quality healthcare without substantial out-of-pocket expenses. It offers assurance and peace of mind, ensuring individuals can focus on their health and well-being without worrying about the financial implications of illness or injury.

Liquiloans

Liquiloans offers convenient and flexible lending solutions, providing quick access to funds with minimal paperwork and hassle, empowering individuals to meet their financial needs efficiently and conveniently. With competitive interest rates and customizable repayment options, Liquiloans caters to diverse borrowing requirements, offering a seamless borrowing experience for personal and business needs alike.

Bonds

Bonds are debt securities issued by governments or corporates , serving as a means for them to raise funds . Investors purchase bonds, essentially lending money to the issuer in exchange for regular interest payments and the return of the principal amount at maturity, offering a relatively stable investment option with predictable returns.

Small Cases

Smallcases are intelligently curated portfolios of stocks or exchange-traded funds (ETFs) based on specific themes, strategies, or investment goals, providing investors with diversified exposure to the market in a simplified manner. With transparent holdings and easy tracking, smallcases offer a convenient and accessible way for investors to implement their investment ideas and strategies efficiently.

NPS

The National Pension System (NPS) is a government-sponsored retirement savings scheme in India, offering tax benefits and investment flexibility for long-term financial security. It allows individuals to contribute regularly towards their retirement, with the option to choose from various investment options and pension fund managers.

Digital Will

A digital will is a legally binding document that outlines an individual's wishes regarding the distribution of their digital assets and online accounts after their death. It ensures clarity and control over one's digital legacy, specifying who can access and manage digital accounts, ensuring peace of mind and smooth asset transfer to beneficiaries.

WHY TO CHOOSE US

Best solution for your investments

Access financial solutions on the go! Download the Sun Services app for seamless access to investment portfolios, insurance options, and personalized financial advice at your fingertips.

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"5000+ clients onboarded in our app. Ready to start your investing journey? Join us now!"

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"Join our app with 1000+ downloads and kickstart your investing journey today!"

Meet Our team Members

At Sun Services, our team members are dedicated professionals with a passion for empowering clients to achieve their financial goals. With a focus on integrity, innovation, and excellence, our team members work collaboratively to deliver exceptional service and support, ensuring the success and satisfaction of our valued clients at every step of their financial journey.

Pawan Kumar Shrivastava

Branch Manager

Devansh Saxena

Business Development Manager

Rakesh Yadav

Mutual Fund Expert

Brijesh Kumar

Senior Relationship Manager

Ajay Avijit

Senior Relationship Manager

Varun Nagar

Relationship Manager

Ashish Verma

Relationship Manager

Ashish Mishra

Senior Relationship Manager

HAPPY CLIENTS

See what our clients are saying! Check out our reviews for insights into our services and customer satisfaction

Sachin

Sun Services has been instrumental in guiding me through the complexities of the stock market. Their insightful analysis and personalized investment strategies have helped me achieve consistent returns on my investments.

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Arjit Kumar

I am extremely satisfied with Sun Services' SIP offerings. Their systematic approach to investing has made it effortless for me to build wealth over time. Their customer service is top-notch, always addressing my queries promptly.

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Ridhima Saxena

Sun Services provided me with a comprehensive insurance plan that perfectly suits my needs. Their attention to detail and dedication to finding the best coverage at competitive rates truly sets them apart..

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Brijesh Thakur

As a novice investor, I was hesitant to dive into the stock market, but Sun Services made the process seamless and understandable. Their expert advice and ongoing support have given me the confidence to navigate the ups and downs of stock trading.

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Parul Agarwal

I've been a client of Sun Services for years, and their commitment to excellence in financial services never ceases to impress me. Whether it's managing my investments or providing guidance on insurance options, they consistently deliver outstanding results.

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Kartik Mathur

Sun Services' holistic approach to financial planning has been invaluable to me. From helping me set up SIPs for long-term wealth creation to ensuring I have the right insurance coverage for peace of mind, they have exceeded my expectations in every aspect.

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ABOUT US

At Sun Services, we take pride in our legacy of excellence, spanning over two decades in the financial services industry. Based in the vibrant city of Lucknow, we have established ourselves as a trusted partner for individuals and businesses seeking comprehensive financial solutions tailored to their unique needs.
With a client onboarding of over 5000+ and Assets Under Management (AUM) exceeding 100 crores, we have solidified our position as a Investment cum financial service provider firm in the region. Our unwavering commitment to integrity, transparency, and client satisfaction has been the cornerstone of our success.

Our Services

Stocks and Equity

Our seasoned experts provide insightful guidance and support for investing in stocks and equities, helping our clients navigate the complexities of the market with confidence.
Mutual Funds and SIP

We offer a diverse range of mutual funds and systematic investment plans (SIPs), empowering our clients to build wealth steadily and achieve their long-term financial goals.
Life Insurance and Health Insurance

Protecting what matters most is our priority. We offer comprehensive life insurance and health insurance solutions to safeguard our clients and their loved ones against unforeseen circumstances.
Digital Will and Estate Planning

Planning for the future is essential. Our digital will and estate planning services ensure that our clients' assets are managed and distributed according to their wishes, providing peace of mind and security for generations to come.
National Pension System (NPS)

We assist our clients in making informed decisions about their retirement planning through the National Pension System (NPS), helping them secure a financially stable future post-retirement. Smallcase Investments: We offer curated portfolios of stocks or exchange-traded funds (ETFs) known as smallcases, designed to capitalize on market opportunities and achieve optimal returns.
Bonds and Fixed Income Instruments

Our expertise extends to bonds and fixed income instruments, providing our clients with opportunities to diversify their portfolios and generate steady income streams.

Our Commitment

At Sun Services, our mission is to empower our clients to achieve financial prosperity and security through informed decision-making and personalized guidance. We strive to cultivate long-lasting relationships built on trust, transparency, and mutual respect. With a dedicated team of professionals and a client-centric approach, we are committed to delivering exceptional value and unparalleled service to every individual and organization we serve. Experience the difference with Sun Services and embark on a journey towards financial success with confidence.

CAREERS

Join our dynamic team at Sun Services and embark on a rewarding career in the financial industry. Explore opportunities for growth, development,and making a meaningful impact while working with passionate professionals dedicated to client success

Sales Executive

Join our team as a Sales Executive and be part of an exciting journey in the world of finance. If you're driven, passionate, and ready to make an impact, we want you on board. Apply now and take the next step in your career with us.

Customer Relationship Manager

Join us as a CRM and be part of a team shaping the future of finance. If you're organized, customer-centric, and ready to make meaningful connections, we want you. Apply now and help us deliver exceptional experiences to our clients.

Social Media Manager

Join our team as a Social Media Manager and lead the digital conversation. If you're creative, strategic, and ready to make an impact, we want you on our team. Apply now and shape our online presence.

BLOG

Latest News From The Blog

Unlocking Financial Growth: How Sun Services Simplifies Investments in Stocks, SIPs, and More.

Top 5 mutual funds

Mutual funds offer a diversified and professionally managed investment option, pooling resources from multiple investors to invest in a variety of securities. Ideal for both novice and experienced investors, mutual funds provide an accessible way to grow wealth over time.

Top 5 gainer in stocks

Discover the potential of investing in stock market gainers, where savvy choices and market insights can lead to substantial returns. Learn how to identify and capitalize on top-performing stocks to enhance your investment portfolio.

Top 5 losers in stocks

Navigating the volatile world of stocks, even the most seasoned investors can face setbacks. Understanding and learning from these losses is crucial for long-term success and financial growth.

Get In Touch

Reach out to us easily! Contact Sun Services today for expert financial guidance and personalized solutions.