About Us

Our Story

Educating Minds, Inspiring Hearts

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.

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.

Campus

Our Mission

To empower individuals with smart, secure, and simplified investment solutions that build long-term wealth and financial confidence.

Our Vision

To be the most trusted and innovative financial partner for every Indian household, making investments accessible and rewarding.

Core Values

Tailored Financial Solutions

We analyze your unique goals to offer personalized investment and loan guidance that fits your lifestyle and future plans.

End-to-End Support

From consultation to execution, we ensure a hassle-free experience in Demat services, loans, and wealth management.

Expert-Led Advice

Our team of seasoned financial professionals brings clarity to complex financial decisions with accurate, unbiased insights.

Transparent & Trustworthy Service

We prioritize honesty and simplicity, ensuring you're always informed and confident in every financial step you take.

Principal

Pawan Kumar Shrivastava

Branch Manager

Branch Manager at Sun Services – Leading client relations and driving investment solutions with expertise and trust.

Vice Principal

Devansh Saxena

Business Development Manager

drive growth through strategic partnerships and client acquisition in the investment and financial services sector.

Dean of Students

Rakesh Yadav

Mutual Fund Expert

Sun Services is your trusted Mutual Fund expert, guiding you to smarter, goal-based investments with ease and transparency.

Academic Director

Brijesh Kumar

Senior Relationship Manager

our Senior Relationship Manager at Sun Services, is dedicated to building trust and guiding clients toward smart, long-term investments.

Financial Director

Ajay Avijit

Senior Relationship Manager

our Senior Relationship Manager at Sun Services, brings expert guidance and trusted support to help you make smart, confident investment decisions.

Head of Admissions

Varun Nagar

Relationship Manager

our dedicated Relationship Manager at Sun Services, ensures personalized support and seamless investment experiences for every client.

IT Director

Ashish Verma

Relationship Manager

our dedicated Relationship Manager at Sun Services, committed to building strong client connections and personalized financial solutions.

Student Welfare Officer

Ashish Mishra

Relationship Manager

our dedicated Relationship Manager at Sun Services, expertly guiding clients toward personalized investment solutions.