Sumpoorna Portfolio Sub Broker / Franchise / Authorised Person / Partner Review

Sumpoorna Portfolio is a key player in the stock market with hundreds of Sumpoorna Portfolio Sub Broker working under them across India.

Sumpoorna Portfolio Sub Broker

Sumpoorna Portfolio Ltd. is involved in activities involved in and is related to financial intermediation, except insurance and pension funding. It is classified as a Non- govt company and is registered at the registrar of companies, Delhi. Sumpoorna Portfolio helps investors by educating them and helping them to realize their full value of money. They work hard with full dedication to make a happy and satisfied client base and let them have a wonderful experience through the services of Sumpoorna Portfolio.

Here we will be talking about the company’s customer rating, overview, infrastructure, revenue sharing, brokerage charges and the offer that the company makes to its sub-broker.

Sumpoorna Portfolio Franchise – Customer Ratings

Find below table to know Customer Ratings of Sumpoorna Portfolio Sub Broker:

Trading Platforms2.2/5
Revenue Sharing Model2.5/5
Security Deposit2.2/5
Market Share2.3/5
Overall Ratings2.4/5
Star Ratings★★★☆☆

Formed in the year 2011 and within a very short span of time they have been able to win the trust of their investors and that’s the reason that the experience, services, support and offers and their overall ratings are 2.4 points out of 5 points, and the star rating is 3 stars out of 5, which is really commendable.

Overview of Sumpoorna Portfolio Franchise / Sub Broker

Details about Sumpoorna Portfolio Franchise is given in the below table:

Company TypePublic
Broker typeFull Service Broker
HeadquartersKolkata, West Bengal
FounderRahul Yadav
Established Year2011
SB Code Activation Time28 Days
Payout Time3-4 Weeks

Sumpoorna Portfolio Ltd. is a public company offering full services to its broker, formed by Rahul Yadav in the year of 2011 having its headquarters in Kolkata, West Bengal. The sub broker activation time is 28 days and the payout time should not exceed more than 3-4 weeks.

Become a Sub Broker with Sumpoorna Portfolio – Just Fill up the form

Become a Sub Broker
  1. Become Sub BrokerOpen Demat Account

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Sumpoorna Portfolio Sub Broker – Business Models

Find below table for details:

Master FranchiseNo
Sub BrokerYes
Referral ProgramNo

Sumpoorna Portfolio provide sub-brokership to individuals and entities who want to work along with them. The Sumpoorna Portfolio Sub Brokers business model is described below –

Sumpoorna Online Sub Broker / Authorised Person Model

Under this model the company gives it sub-broker to operate under their name, in this model, there are many sub-broker working under one roof of the same company as it is not a monopoly business. This model helps the brokers to earn attractive commission and helps them to build a strong client base.

Sumpoorna Portfolio Sub Broker Commission / Revenue Sharing

Find below table to know Sumpoorna Portfolio Franchise Commission Models and Revenue Sharing Models:

Master FranchiseNA
Sub Broker55% – 80%
Referral ProgramNA

The revenue sharing of the Sumpoorna Portfolio depends on the security deposit made by the broker which is between 55% – 80%.

Sumpoorna Portfolio

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Sumpoorna Portfolio Franchise Cost / Security Deposit

Below Tables gives a good understanding of Sumpoorna Portfolio Franchise Cost:

Master FranchiseNA
Sub BrokerRs.50,000 – Rs.100,000
Referral ProgramNA

The amount which you need to deposit as a security deposit to the company to become the broker of the company is based on the commission earned by the brokers and that varies from Rs. 50000 to Rs. 100000.

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Sumpoorna Online Partner Infrastructure Requirement

Check the table to know Sumpoorna Portfolio Partner Infrastructure Requirement:

Office AreaMinimum 100 Sq Ft
Employee StrengthNot Mandatory
Research ServicesYes
Internet ConnectionYes
Trading TerminalsNo
Telephone LinesNo

The infrastructure requirements to have a franchise with Sumpoorna Portfolio Ltd. are as follows:

  1. Office area of minimum 100 sq feet.
  2. Employee strength not needed.
  3. Research services needed.
  4. Internet connection needed.

However, there is no need for trading terminals and telephone lines and the other requirement are very basic to be fulfilled to have an office under the name of Sumpoorna Portfolio.

Sumpoorna Portfolio Sub Broker Offers

Find below various The Sumpoorna Portfolio Sub Broker Offers:

Zero DepositNo
10k Initial DepositYes
Flexible Revenue SharingYes
Flat Revenue SharingNo
Zero Revenue Sharing with PrepaidNo

Sumpoorna Portfolio make certain offers to its sub broker

  • 10K initial deposit.
  • Flexible revenue sharing.

However they do not provide flat revenue sharing and zero revenue sharing with prepaid.

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Sumpoorna Online Franchise Support

Below table consist of various support provided by Sumpoorna Online Authorised Person program:

Marketing SupportNo
Back-Office SupportYes
Trading SupportYes
Advisory SupportYes
Dealing TrainingYes
Acquisition TrainingNo
Product TrainingNo

Support which Sumpoorna Portfolio provides to its sub-brokers are mentioned below:

  • Back office support.
  • Trading support.
  • Advisory support.
  • Dealing training.

They do not provide marketing support, acquisition training and product training.

Sumpoorna Portfolio Authorised Person – Brokerage Charges to Clients

The table gives proper information of Sumpoorna Portfolio Brokerage charges levied to its Franchise Clients:

Equity Delivery0.16%
Equity Intraday0.02%
Equity Futures0.02%
Equity OptionsRs.16 per Lot
Currency Futures0.02%
Currency OptionsRs.10 per Lot

Sumpoorna Portfolio charges 0.16% for equity delivery and 0.02% for equity intraday, equity futures and currency futures. An equity option is Rs 16 per lot, and currency option are Rs 10 per lot and brokerage charges for a commodity is not applicable.

Sumpoorna Portfolio Partner – Account Opening Charges to Clients

The table gives proper information of Sumpoorna Portfolio Account opening charges levied to its Franchise Clients:

Demat AMCRs.160 per Annum
Trading AMCFree
Account Opening ChargesRs.160
Transaction Charges0.00311%
Margin MoneyMinimum Rs.5,000

Sumpoorna Portfolio charges Rs. 160 per annum for DEMAT AMC and trading AMC is free; account opening charges are Rs. 160, transaction charges are 0.00311%, and minimum margin money is Rs. 5000.

Benefits of Sumpoorna Portfolio Partner Program

The Sumpoorna Portfolio Sub-brokers program is beneficial for the sub-brokers as –

There are certain advantages of becoming a partner with Sumpoorna Portfolio which are:

  • Flexible revenue sharing.
  • Back office support.
  • Trading and advisory support.
  • Very basic infrastructure is required
  • Follows only one business model to avoid confusion.
  • Minimal margin money charged to the clients.

Become a Sub Broker with Sumpoorna Portfolio – Just Fill up the form

Become a Sub Broker
  1. Become Sub BrokerOpen Demat Account

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