Sumpoorna Portfolio Review, Brokerage Charges, Demat Account & more
Last Updated Date: Dec 01, 2022Sumpoorna Portfolio is very well Indian trading firm working in trade support.
Here we are demonstrating about the details of the firm and their item and services, Charges, Offers, exposures and in general all activities that company do in trade and stock.
A public firm giving such great advantages in just short duration of time is such a great thing. Below we have given tables which show the data of brokerage services.
Sumpoorna Portfolio Ratings & Review by Top10StockBroker
Experience | 2.5/5 |
Products & Services | 3.4/5 |
Brokerage Charges & Fees | 3.3/5 |
Stock Research & Advisory | 2.6/5 |
Trading Platforms | 2.4/5 |
Overall Ratings | 2.7/5 |
Star Ratings | ★★★☆☆ |
About Sumpoorna Portfolio
Company Type | Public |
Broker Type | Full Service Broker |
Headquarters | New Delhi |
Founder | Nitesh Aggarwala |
Established Year | 2010 |
Sumpoorna Portfolio is very well Indian trading firm working in trade support.
Here we are demonstrating about the details of the firm and their item and services, Charges, Offers, exposures and in general all activities that company do in trade and stock.
A public firm giving such great advantages in just short duration of time is such a great thing. Below we have given tables which show the data of brokerage services.
Open Demat Account with Sumpoorna Portfolio
Sumpoorna Portfolio Brokerage Charges
Equity Delivery Trading | 0.16% |
Equity Intraday Trading | 0.02% |
Commodity Options Trading | NA |
Equity Futures Trading | 0.02% |
Equity Options Trading | Rs.16 per Lot |
Currency Futures Trading | 0.02% |
Currency Options Trading | Rs.10 per Lot |
Minimum Brokerage | Percentage of Transaction |
Demat AMC Charges | Rs.160 per Annum |
Trading AMC Charges | Free |
Margin Money | Minimum Rs.5,000 |
Brokerage Calculator | Sumpoorna Portfolio Brokerage Calculator |
In above table, we give Brokerage charges & Fees of Sumpoorna Portfolio. We also discuss Brokerage Charge & Fees in detail in below section, Check now:
- Delivery Trading is 0.16% whereas Commodity Options Trading is Not Applicable.
- Equity Futures Trading + Equity Intraday Trading + Currency Futures Trading is 0.02%.
- Equity Options Trading is charged Rs.16 per Lot whereas Currency Options Trading is charged Rs.10 per Lot.
- Minimum Brokerage is Percentage of Transaction.
- Demat AMC Charges is Rs.160 per Annum whereas Trading AMC Charges is free.
- Minimum margin money is Rs.5, 000.
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Sumpoorna Portfolio Other Charges
Transaction Charges | 0.00311% |
STT | 0.0126% of Total Turnover |
SEBI Turnover Charges | 0.0002% of Total Turnover |
Stamp Duty | Depends on State (very minimal) |
GST | 18% of (Brokerage + Transaction Charges) |
Some additional charges are levied by Sumpoorna Portfolio which is given in above table. We discuss above table in detail in below section:
- Transaction Charges is of 0.00311%
- Out of total turnover, SEBI Turnover Charges is of 0.0002%
- Out of Total Turnover, STT is of 0.0126%
- Minimal Stamp duty is decided as per rules.
- GST of 18% slab is also imposed on total charges and brokerage.
Sumpoorna Portfolio Demat Account Opening Fees
Depository Source | CDSL & NSDL |
Account Opening Charges | Rs.160 |
Demat AMC Charges | Rs.160 per Annum |
Trading AMC Charges | Free |
Margin Money | Minimum Rs.5,000 |
Offline to Online | Yes |
Sumpoorna Portfolio deals with CDSL & NSDL Depository Source. Account Opening Charges in Sumpoorna Portfolio is of Rs.160/-.
Demat AMC is of Rs.160 per Annum whereas Trading AMC Charges is free of cost. Sumpoorna Portfolio also provides the facility of Trading in Offline to Online mode.
It has decided Minimum Margin Money is of Rs.5000/- with this much low cost it’s better to connect with Sumpoorna Portfolio.
Sumpoorna Portfolio Offers
Free Demat Account | No |
Free Trading Account | Yes |
Discount on Brokerage | No |
Trading Happy Hours | No |
Flexible Brokerage Plans | Yes |
1 Month Brokerage Free | No |
Holiday Offers | Yes |
Referral Offers | No |
Zero Brokerage for Loss Making Trades | No |
Sumpoorna Portfolio provides many offers such are Free Trading Account, Flexible Brokerage Plans, Holiday Offers and more.
With these offers, Demat and Trading account holders get many profits from Sumpoorna Portfolio.
There are some offers which are not presently available and stated as “NO” in above table and that are Free Demat Account, Discount on Brokerage, Trading Happy Hours, 1 Month Brokerage Free, Referral Offers, Zero Brokerage for Loss Making Trades etc.
To know about offers of other stock brokers check below
How to Open a Demat Account with Sumpoorna Portfolio?
If you need to open Demat Account with Sumpoorna Portfolio, we are here to enable to help you out with simple and basic advances.
- Hit on the green button composed as ‘Open Demat Account’ in the below area.
- Now go through the information carefully.
- Fill the required details accurately as asked in the structure
- Complete your KYC by transferring the legitimate reports which can be your Aadhar Card, PAN Card, Identity Proof, photo etc.
- After the Uploading of KYC records, a gazette individual will reach you in the interest of the firm for confirmation reason.
- Now, Access of your account which will be started in couple of hours after the effective confirmation.
Why Open Sumpoorna Portfolio Trading Account?
Exchanging in trade is significant in trading. For appropriate exchange trading account is need.
In any case, the demat account is utilized to protect share.
- The first thing Sumpoorna Portfolio is putting forth is a Free Trading Account an exceptionally advantageous motivation to open exchanging account with Sumpoorna Portfolio.
- Trading AMC Charges is additionally free of expense.
Get a Call back from Sumpoorna Portfolio
Sumpoorna Portfolio Products & Services
Here are the list of Products & Services provided by the stock broker –
Sumpoorna Portfolio Products
Equity Trading | Yes |
Commodity Trading | No |
Currency Trading | Yes |
Options | Yes |
Futures | Yes |
Mutual Funds | Yes |
Forex | No |
Banking | No |
SIP | Yes |
Insurance | No |
Sumpoorna Portfolio provides good product services such as Equity Trading, Currency Trading, Options, Futures, Mutual Funds, SIP and more.
But this company needs to grow in Commodity Trading, Forex, Banking, Insurance etc.
In above table, Product marked as “yes” is applicable to use but at present time those products marked as “No” is not applicable to use and will be soon available in future.
Sumpoorna Portfolio Service Offerings
Demat Services | Yes |
Trading Services | Yes |
3 in 1 Acount | No |
Intraday Services | Yes |
IPO Services | Yes |
Stock Recommendations | Yes |
Robo Advisory | No |
PMS | Yes |
Trading Institution | Yes |
Trading Exposure | Upto 10X |
Sumpoorna Portfolio provides various services as Demat Services, Trading Services, Intraday Services, IPO Services, Stock Recommendations, PMS, Trading Institution. The broker also provides services on Trading Exposure upto 10X.
Many services which are provided in above table are presently not available for customers to use such as 3 in 1 Account, Robo Advisory etc.
Services which are not presently available are written as “NO” in above table.
Sumpoorna Portfolio Research, Advisory and Stock Tips
Fundamental Reports | Yes |
Research Reports | Yes |
Company Reports | No |
Annual Reports | No |
Company Stock Review | No |
Free Stock Tips | Yes |
IPO Reports | Yes |
Top Picks | Yes |
Daily Market Review | Yes |
Monthly Reports | Yes |
Weekly Reports | Yes |
Offline Advisory | Yes |
Relationship Manager | Yes |
Sumpoorna Portfolio Research & Advisory is fairly good because this public company is deal with many things as given in above table.
In above table, things which are marked “yes” are available and which is written as “No” are not available.
The stock broker deals in Fundamental Reports, Research Reports, Free Stock Tips, IPO Reports, Top Picks, Daily Market Review, Monthly Reports, Offline Advisory, Relationship Manager Etc. & other Research & Advisory but not deal with Company Reports, Annual Reports, Company Stock Review etc.
Sumpoorna Portfolio Exposure or Leverage
Equity Delivery | Upto 2X |
Equity Intraday | Upto 10X |
Equity Futures | Upto 2X |
Equity Options | Upto 4X |
Currency Futures | Upto 2X |
Currency Options | Upto 3X |
Commodities | Upto 3X |
Margin Calculator | Sumpoorna Portfolio Margin Calculator |
Sumpoorna Portfolio Advisors Exposure / Leverage differently at products so have a look below –
- Exposure / Leverage in Equity Delivery, Currency Futures and Equity Futures are upto 2X.
- Upto 10X Exposure / Leverage on Equity Intraday.
- Currency Options and Commodities is Upto 3X Exposure / Leverage.
- Exposure / leverage are upto 4X on Equity Options.
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Sumpoorna Portfolio Trading Platforms
Below are various trading platforms provided by the broking house –
Desktop Platform – Windows | Yes |
Desktop Platform – Mac | Yes |
Desktop Browser Platform | Yes |
Mobile Site Platform | Yes |
Android App Platform | Yes |
iOS App Platform | Yes |
Windows App Platform | No |
Other Mobile OS Platform | No |
Real time Updates | Yes |
Portfolio Details | Yes |
Online MF Buy | Yes |
News Flash | Yes |
Research Reports | Yes |
Easy Installation | Yes |
Global Indices | Yes |
Stock Tips | No |
Personalized Advisory | No |
Interactive Charts | Yes |
Live Markets | Yes |
SMS Alerts | No |
Email Alerts | Yes |
Multi Account Management | No |
Sumpoorna Portfolio is very good and reputed Brokerage house offers various benefits like good facilities, products and services & good trading platforms to their clients.
Sumpoorna Portfolio Trading Terminal
There are many services for desktop and mobile platforms etc. which you can use in computers, Laptops, mobiles etc.
Some of the best features are displayed in below on this page
- In trading platforms, Desktop Platform for Windows, Mac and Browser Platform are available.
- Mobile Site Platform, Android App Platform, iOS App Platform is available.
Sumpoorna Portfolio Web Trading Platform
- Windows App Platform and Other Mobile OS Platform are not accessible.
- Just on a click, user will get Real time Updates.
Sumpoorna Portfolio Mobile Trading App
Android App and iOS app is available to install and run conveniently.
- Get Portfolio Details, Global Indices, Live Markets instantly.
- Customer will get support by Email Alerts
There are some services is not available and marked as “NO” in above table such as Personalized Advisory, Stock Tips, SMS Alerts, Multi Account Management etc.
Sumpoorna Portfolio Customer Care
The broking company offers the following networks of communications to its users as given below:
Dedicated Dealer | Yes |
Offline Trading | Yes |
Online Trading | Yes |
24*7 Support | No |
Email Support | Yes |
Chat Support | No |
Toll Free Number | No |
Branches | 18 |
- Sumpoorna Portfolio has 283 branches across the nation and they provide Online Trading and offline trading both.
- Email Support is also provided by broking house at high response.
- The things stated as “NO” in above table are not available like 24*7 Support, Chat Support, Toll Free Number etc.
Sumpoorna Portfolio Complaints and Feedback
Find the list of complaint against Sumpoorna Portfolio –
Lodged in BSE | 1 |
Resolved in BSE | 1 |
Lodged in NSE | 1 |
Resolved in NSE | 1 |
Percentage of No. of Complaints Received Against Number of Active Clients | 0.02 |
Percentage of No. of Complaints Received against Number of Active Clients by Sumpoorna Portfolio company is very low i.e. 0.02 which is great sign of customer satisfaction.
In last one year, the broking house get 1 each complaint in Lodged in BSE, Resolved in BSE and Lodged in NSE and Resolved in NSE.
Sumpoorna Portfolio Disadvantages:
Sumpoorna Portfolio is a firm established in 2010 and provides services to customers in best way. There are some disadvantages which we have provided below:
- They need improvement in their product and services.
- For better relations, company need to provide some offers to customers.
- Company also require to enhance customer support services
Sumpoorna Portfolio Conclusion
From last many years, Sumpoorna Portfolio is a reputed firm and provides full brokerage services.
The broking house is growing rapidly by improving their services and products. This company provides many facilities to customers by which customers get satisfaction.
There are some services which need to be improved i.e. customer support, 24*7 Support etc and company also work on it.
Open Demat Account with Sumpoorna Portfolio
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