How do we guide members?

Through efficient Recordkeeping, SUMMITSPUR is able to give a member, company or financial institute a well-detailed overview of their past investments, risk levels, historical market preference, their most favourable industries and investment instruments from the past years of investment. This we do weekly, monthly, and yearly depending on the client's preference. It can give an investor an overview of how to go about setting up an investment account and choosing an investment package.

Types of Record-Keeping employed by SUMMITSPUR

SUMMITSPUR keeps records of every activity concerning the portfolio management of an investor. We do so by:

  • recording details of all purchases and sales of securities
  • making copies of trade confirmations for three years
  • a record of account statements and trade confirmations to make sure they accurately reflect the date
  • price
  • and type of security bought or sold
  • recording certificate number of any security we bought or sold

Asked Questions

How do I benefit from long period investment?

Every member that holds its funds in SUMMITSPUR Ltd for more than 6 months is automatically entitled to quarterly dividend payouts for that calendar year. You can then have the privilege of compounding your income automatically. For more details, contact us through email or LiveChat support.

What investment classes are contained in my portfolio?

Your portfolio's investment instruments are diversified across many markets and industries thereby ensuring maximum profit is accrued on a daily basis. Contact us through email or LiveChat for more details