Retail Equity at Sunidhi comprises equity, commodity, internet, and currency trading. We pioneered online market trading in India. A few other factors that have contributed to our success in this offering include:
Sunidhi’s Retail Equity offering has won the hearts of our customers, who continue to strengthen their relations with us. We have continued to meet expectations while, on occasions, even exceeding them. Our inspirational Service Assurance Team is proficient in delivering the best solutions to suit our clients. We regularly keep them updated with every evolving aspect of the markets.
Sunidhi’s experienced Risk Management Team also keeps our partners, agents and clients engaged through personal/branch visits, training programmes, calls, and seminars. Agents and clients are promptly updated with market alerts to quickly and effectively curtail trading losses. Those we serve are truly our priority.
We offer both EXE and mobile app-based trading options. We have expertise in online back office software (for branches and individual clients). We also offer a bouquet of options for sale and buy back. Our services extend to NBFCs.
Every day, our systems are up and running well before the markets. With state-of-the-art IT backing, Sunidhi can proudly boast no disruptions in transactions because of shortages in margin while serving clients. This empowers users to never miss an opportunity as well as iron out issues early in the day without losing any precious time. A detailed report of each day’s dealings is sent out to ensure the highest level of transparency.
Internet Trading allows our clients to view their holdings online and choose to sell without any external help. Sunidhi believes in proactive serving enabled by technology. Our clients thus have all the information they need on their fingertips.
Sunidhi has invested in the identification of small and midcap ideas with the help of a stringent and contemporary in-house research methodology, which are then meticulously filtered. Our ideas are pegged to deliver multi-fold returns over a period of time. Our Institution Equity division caters to clients across foreign institutional investors, MFs, insurance companies, banks, and portfolio management services.
A team of research experts focuses on bringing clients the most relevant and current quality results. Sunidhi’s dealing desk is always on top of a client’s order and executes it through various means of communication. Our richly gifted team excels at research, sales, dealing, and post trade services. We have more than 100 institutional clients across sectors.
Sunidhi boasts a robust dealing desk, comprises a strong and reliable team, which exclusively caters to the commodity market. We were the first recipients of a ‘Gold Delivery on Exchange’ on our client’s behalf. Our services include, but are not limited to, Commodity Dealings, which is enabled by a physical presence in the commodity’s market. This helps us carry out arbitrage between the spot and future markets for various Indian commodities. Our clients are HNIs and leading corporates. We also support clients with demands in the currency market.
Sunidhi’s Foreign Exchange (Forex) division was incepted in 1994. We partake in Interbank Foreign Exchange Broking, which comprises bulk deals via engagement in the over-the-counter (OTC) market; we are FEDAI certified. Sunidhi also offers Forex derivates on exchanges for retail and SME clients.
Within Interbank Forex trade, we exclusively deal with authorised foreign exchange dealers (banks) that are authorised and licensed by the RBI. This offering is split into spot and forwards. Sunidhi also specialises in structured deals in forward currencies. We are proud to call 80% of India’s certified dealers our clients.
STATEMENT OF COMMITMENT TO THE FX GLOBAL CODE
Sunidhi Securities & Finance Limited has reviewed the content of the FX Global Code (“Code”) and acknowledge that the Code represents a set of principles generally recognized as good practice in the wholesale foreign exchange market (“FX Market”). The Institution confirms that it acts as a Market Participant as defined by the Code, and is committed to conducting its FX Market activities (“Activities”) in a manner consistent with the principles of the Code. To this end, the Institution has taken appropriate steps, based on the size and complexity of its Activities, and the nature of its engagement in the FX Market, to align its Activities with the principles of the Code.
Sunidhi Securities & Finance Limited
Date: 29th March, 2018
Sunidhi is one of the oldest broking firms in India that offers Wholesale Debt Market (WDM) trading. We excel at broking services, economic research as well as in every money market instrument. We offer private placements of commercial papers, corporate debts, buying and selling of treasury bills, government securities, and state government loans. We are also sought to advice switch deals in government securities. The factors that make us a primary choice within WDM services are:
We have an empanelment of more than 200 entities that include commercial banks, mutual funds, primary dealers, FIIs, insurance companies and corporate. Bombay Stock Exchange has ranked Sunidhi one of the Top 3 Broking Houses (SLR Securities) for last 3 years.
Sunidhi’s Wholesale Debt Market offering has continually garnered expertise and clients since the past few years. This has made us specialists when it comes to the procurement of the best rates in the Retail Debt Market (RDM) too.
Our RDM division was incepted in March 2017. In less than a year, it proudly includes 150 investors, and counting, comprising HNIs, PFs and charitable trusts. Our products are tailor-made for the long-term investor who wishes to earn a steady income in the years to come.
Sunidhi’s diverse range of offerings in RDM includes:
Sunidhi has in-depth expertise and years of experience as a certified professional Mutual Fund Distributor. We have been instrumental in aiding our clients’ short- and long-term investment goals efficiently. Our mission is to provide quality and cost effective services to help clients achieve these targets.
Sunidhi’s winning strategy lies in the selection of the right mutual fund products. A few factors that are considered during this rigorous process are:
We continually build a relationship of trust and comfort with our clients through robust back office support and execution skills par excellence. Our primary execution offering include CPR 1-3 ranked funds. We consciously refrain from distributing sector-specific or theme-based funds. We remain current and relevant in our selection of funds through constant feedback and updates from AMCs.
Sunidhi distributes to 1500 individuals, 200 HNIs, and 50 corporate clients through a team of senior relationship managers, client support executives, and back office operations.
Sunidhi is a certified and registered depository participant of the Central Depository Services (India) Limited (CDSL) SEBI. We offer our clients a secure and convenient way to keep track of their securities and investments without the hassle of handling physical documents that could get lost or damaged.
Our Depository Services offer:
Sunidhi carries out in-depth equity research, which involves the analysis of global as well as domestic trends. We then zoom in to the best fundamental companies with reasonable valuations. This research is showcased to institutional investors to help them in their investment decisions. Sunidhi engages in niche research with a special focus on mid-caps. Our goal is to generate absolute return structural ideas. We predominantly cater to all leading Indian mutual funds and insurance companies.
JLT Independent Insurance Brokers is a joint venture between Sunidhi and JLT Group. It wasincepted to exclusively cater to insurance and reinsurance broking as well as employee benefit-related services in India. JLT Independent’s expertise lies in providing a rich and diverse range of strategic solutions. This partnership has given our clients the unique proposition to invest on the basis of specialist knowledge and advocacy, tailored advice and service par excellence. The industries it has most experience in includes aviation, marine, construction and property, energy, reinsurance, strategic risk management and natural catastrophe insurance.
a.Register on SCORES Portal (SEBI)
b.Mandatory details for filing complaints on SCORES:
i.Name, PAN, Address, Mobile Number, E-mail ID
c.Benefits:
i.Effective Communication
ii.Speedy redressal of the grievances