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Sumpoorna Portfolio Limited (”Sumpoorna Stock”/ “The company”) represents the equities arm of the Sumpoorna group. The company is a corporate member of both The National Stock Exchange of India Limited and The Bombay Stock Exchange, providing equity broking and research services, and catering to retail clients, domestic and foreign institutional investors. The company is focused on providing products, strategies and services to Corporates, HNIs, and retail clientele. We have a pan-India presence through our various channels, providing clients with the tools and services they need to maximize their investments performance and attracting new sources of capital.

Sumpoorna Stock spearheads the Capital Markets broking division of the Group, which provides services range from offline & online trading in equity, commodities and currency derivatives to debt market.

We at Sumpoorna believe that the technology available today has made it possible to reach out to the every nook and corner of India and give them the high service levels which otherwise, till very recently were available only to a select few. We strive to use the technology and our expertise to make it easier for the masses to benefit from the ‘Sumpoorna’ growth of the capital markets in India.

Mission & Vision

Approach

We strive to build long lasting and fruitful relationships with our customers that are based on professional ethics, intellectual rigor, competence, and analytical framework. Further, we are committed to the integrity of the financial markets, efficient & effective service delivery to all our clients and providing equal opportunity to all our stake holders.

At Sumpoorna, we have implemented systems and processes that are manned by competent and committed personnel to execute and oversee trades in the best possible manner. This is to provide the utmost value & best execution trades to each of our clients in a fair and effective manner.

Values

Sumpoorna envisages a holistic investment advisory syndicate across verticals. We aim to empower our customers with the expertise and experience possessed by the top names in the industry via delivering the following values:

  • Complete transparency,
  • Complete range of offering,
  • Complete support and
  • Complete understanding.

Leadership

Rahul Yadav, Managing Director
An inspiring leader and an expert in the domain of finance, he has an eye for ‘multibaggers’ with extensive knowledge of capital markets. An MBA in Finance, his key skills include technology & business strategy, regulatory & compliance frameworks and risk management. Rahul, a pioneer in his field of work, has an innovative mind and proven abilities to stay ahead of the curve. Having excelled during his tenure at Godrej and Mudra Communications, he was one of the founding members of a brokerage house and was instrumental in building it into a pan-India operation with a network of 750 branches pan India. Rahul’s strengths include his IT and finance background which has paved the way for him being one of the more reputed leaders in the industry.

Nitesh Aggarwala, Director
A meticulous professional with experience across companies such as KPMG and CRISIL Limited, he has widely explored the areas of equity analysis, risk analysis & modeling, and economic valuation methodologies. He brings significant experience and expertise in analytics, business strategy & consulting, and resource optimization. The value he brings to the table is reinforced by a strong formal educational background, including M.Com and FRM degrees. Further, as a step towards greater academic excellence, he is currently pursuing CFA from The CFA Institute, USA.

The Sumpoorna Group

The Sumpoorna Group, born out of the vision of a leading Insurance Broking House, has now extended to broking of General Insurance, Life Insurance, and Equities; and is on the verge to commence the broking of Commodities and distribution of Mutual funds.

The Sumpoorna Group envisages to be one of India’s most respected Financial Services Distribution Company. It has a highly profitable business model with several strong distribution channels retailing a range of different products. The Sumpoorna Group has set itself the task to cater to the largest section of population in India as compared to any other Financial Services Distribution company.

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