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Overview

The Capital Markets segment at Sumpoorna is focused on providing strategies, products and services to Retail and Corporate Clientele to serve their whole spectrum of financial needs. Our endeavour is to provide our clients & associates with enablers and tools to participate in the capital markets and achieve their potential.

We have a pan-India reach through various channels spread through the length and breadth of the country. We boast of a highly trained & skilled team of customer-focused professionals with vast experience in capital markets.

Our investment philosophy is built around:

  • Total returns approach;
  • A combination of macro-economic, sector-specific, and company-level understanding of the principals of stock selection that effectively utilize both top-down and bottom-up approaches to investments;
  • Understanding the market sentiments and studying the psychological patters of various investors through the use of technical analysis and charting;
  • Studying the risk factors and associated benefits of various products and strategies on a stand-alone basis and as a part of a portfolio; and
  • Inclusion of various investment vehicles to garner better risk-adjusted returns.

Our approach is entrepreneurial and result oriented and it forms the very basis of our relations and intellect. We seeks to synchronize the finest of the rational and emotional parts of the financial business. If you find within this approach a workable solution, we would like to welcome you to a whole new world of financial possibilities.

Retail Client Brokerage

Our retail client brokerage division envisages providing individuals and corporations with tools to actively participate in the capital markets. We believe that our team will help you make the most of what is available in the market and structure the same according to your requirements.

We provide the following services/ products to all our customers:

  • Equity – Cash & Derivatives markets
  • Commodities markets
  • Currency Derivatives markets

Along with these services, we provide various strategies and advise on arbitrage, hedging, derivatives play to maximize returns on existing cash instruments, and synthetic products among others. Also, in conjunction with other teams within the group, we provide depository services and advise on various alternate investment classes such as real estate investments, art investment, and mutual funds.

In addition to providing you with a whole gamut of services and a refreshing approach to trading, some other benefits of trading with us are:

  • Easy & online access to trading facilities through multiple user-friendly interfaces; integrated online & offline trading;
  • Our systems provide you with an edge through quick updation of quotes and enables complex strategy execution;
  • Easy & online access to back-office systems to keep a check on your investments;
  • Flexible limits between equities & derivatives;
  • Various order placing mechanisms – online, telephonic, email;
  • We connect you with the advice of various independent experts to provide you with their opinions and call on the market; and
  • Avail of instant limits on funds transfer across various banks

Furthermore, we also provide additional enablers and tools for persons with high volume of trades and other persons who trade with very thin spreads.

To open an account with our Retail Client Brokerage team please fill the following information and we shall revert to you within 1-working day. Alternatively, click here and follow the instructions to open an account online.

Institutional Equities

The service demands and needs of an Institution differ from that of an individual or corporate. That is the primary reason that not all capital markets facilitators can provide such services to institutions. At Sumpoorna, through experience and expertise, offers a wide range of services to meet the ever-expanding needs of an institution in this highly competitive world of financial services.

We strive to make our execution capabilities a benchmark in the industry and are committed to the principles of ‘Best Execution’ of trades. We promise to deliver a whole gamut of services to help the institutions fulfill its obligations and fiduciary duties. Our strengths, among others, include ability to minimize market impact and seek liquidity; seamlessly execute complex trades across products and strategies; compliance procedures that are followed; and the technology we use.

The team at the institutional equities is specifically equipped and trained to provide services to a wide clientele such as domestic and international institutional investors, including Pension Funds, Hedge Funds, Mutual Funds, insurance companies, and banks. Moreover, there is a senior level engagement to ensurea holistic approach to the whole service delivery process.

Please afford us a chance to work with you. Please provide us with your details and we shall revert to you within 1-working day.

Client Advisory Services

At Sumpoorna’s Client Advisory Services, we envisage a holistic investment advisory process to empower you with the experience and expertise possessed by the top names in the industry. We strive to build long lasting and fruitful relationships with our customers that are based on professional ethics, intellectual rigor, competence, and analytical framework.

We offer a complete understanding of all products, services and strategies available in the financial markets to help you make the most of your rupee. We are committed to guide you through your journey of the financial markets with our specialized services.

Our team of highly trained, skilled and customer-focused professionals with vast experience in the capital markets can offer you all you need, under a single-roof.

Please feel free to contact us or visit us. If you wish for someone to contact you, kindly fill in the following details and we shall revert to you within one working-day.

Depositary Services

We are currently in the process of acquiring our membership with CDSL. We request you to kindly contact us for further details on how to avail of such services.

Please feel free to contact us or visit us. If you wish for someone to contact you, kindly fill in the following details and we shall revert to you within one working-day.

Insurance Products

At Sumpoorna, we provide life and non-life insurance products and services to both individuals and corporate. We possess the expertise in Risk Analysis, Assessment and Transfer, besides a broad spectrum of services including Claim Settlement. Easypolicy.com and Sonnen Insurance Broking Services Pvt. Ltd. together form the Insurance wing of the Sumpoorna Group.

At Easypolicy.com, you can get quotes from all insurance companies, make price-feature comparisons and see what each company has to offer. We also assist you with easy information in a friendly interface, which helps you understand the intimidating world of insurance better so that you can make an informed choice. Moreover, when you know what you want, we’ll help you get it, the way you want it. You can buy products from all insurance companies online, over the phone or our experts can even visit you. Our support team and product experts are there to guide you at any and every step.

Based on complete service model, we have over 26 branches supporting a pan-India presence. We also plan to host robust call center operations to provide our customers with complete support. Please feel free to contact us or visit us. If you wish for someone to contact you, kindly fill in the following details and we shall revert to you within one working-day.

Sumpoorna Research
Our Global Economics & Markets Research team provides research services for the global economic and financial markets. We provide both buy side and sell side research products to leverage on our in-depth knowledge of financial investment instruments encompassing equities, commodities, currencies, mutual funds, real estate, among others.
RESEARCH THEMES
Perspective Research
Corporate Research
Alternative and Quantitative Research
PRODUCT PORTFOLIO
Our capabilities encompass the following research and advisory services/ products.
Fundamental Research
Quantitative and Alternative Research
Daily Reports
Fixed Income

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