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SUMO GROUP Start Investing

Maximize your financial potential through secure investments.

Let's begin your investment journey today!

Wanting to know more or excited to take the leap? Fill out the form below, and one of our team members will be in touch.

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Who We Are

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SUMOGOLD Pty Ltd (SUMOGOLD) is the union between two long standing entity brands in the Australian financial services industry. SUMO Group originated in 1992 from a financial advisory practice offering integrated solutions in wealth management that included financial planning, accounting and taxation, legal services, mortgage solutions and investment advice. Group founder, Mr Surendra Pather, was instrumental in developing and expanding the business internationally by created a holistic offer to high net worth clients in five key service categories : Health, Wealth, Leisure, Life philosophies and Education. This culminated in SUMO Groups motto that financial independence is the ultimate opportunity to search for meaning and fulfilment in life, and should not be the end result of wealth creation. As a result of technology and client education, SUMO Group’s financially savvy clients have transformed from requiring financial advice, to requesting financial products for their needs.

Green Gold Enterprises, chaired by its founder, Mr Rajeev Shirodkar, has continually provided speciality services in finance, accounting, operational planning and business growth solutions including mergers and acquisitions, for more than 25 years in Australia. Together with a strong team of finance executives, they have built trusted relationships with a large client base across Australia, that rely on their expertise for total financial solutions. As many of their clients have matured in their knowledge and qualified for “wholesale investor” status, they too have been seeking financial product investment opportunities.

Why Choose Us ?

What qualities of Sumo Group make it a compelling investment choice?

Robust Experience

The Sumo Group team combines more than a century of collective expertise in fund management, risk evaluation, banking, real estate, and project advancement.

Varied Investment Choices

We provide a wide range of funds designed to match different risk profiles and investment goals, enabling you to choose the one that best suits your financial ambitions.

Sustained Growth Objectives

Sumo Group prioritizes Sustained Growth and Stability. Our investment approach enables the consistent enlargement of your wealth over time.

Trust

Our dedication to transparency is demonstrated through frequent updates on fund performance and the companies we invest in.

Sustained Growth Objectives

Sumo Group prioritizes sustained growth and stability. Our investment strategy is designed to foster the gradual enlargement of your wealth over time.

Steps To Start

Three Easy Steps to Begin Your Investment Journey

Schedule an Appointment

To schedule an appointment with our Fund Specialists, please submit your inquiry via our website, specifying the Fund you are interested in.

Meet with Our Fund Specialist

Select the Fund you're interested in investing in, and our Fund Specialist will furnish you with the requisite application form and investor agreement paperwork for your completion and submission.

Transfer of Funds

After submitting the paperwork, you'll proceed with an electronic transfer of funds. Upon settlement, your investment journey with Sumo Group commences.

Frequently Asked Question

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This isn't a property acquisition; rather, you're investing capital to partake in a property development endeavor, with the expectation of receiving a return on your investment.

The minimum investment amount varies for each project. Investors should consult the project-specific Supplementary Information Memorandum for details on the minimum investment required for eligibility.

Returns vary for each project. Investors are urged to review the project-specific Supplementary Information Memorandum or their Investment Agreement to comprehend the anticipated rate of return.

The distribution timeline for returns varies with each project. Typically, they occur throughout the project's duration or at an anticipated maturity date. Investors should consult the relevant Supplementary Information Memorandum for each project to learn about the distribution schedule. In certain rare instances, the Trustee may extend the maturity of a particular project.

No, each investment is tied to a distinct project. Every project stands alone as an independent entity and is unrelated to other projects managed by Sumo Group. Investors have the freedom to select which projects they wish to engage with.

Each project undergoes meticulous due diligence by Sumo Group before being presented to investors. However, as with any investment, there are inherent risks. Investors should thoroughly review the general and specific risks detailed in each Supplementary Information Memorandum and the Sumo Group Cash Information Memorandum before making any investment decisions.

In a Preferential Equity Fund, investors become shareholders in the development property. Please consult additional details regarding the security package in the corresponding Supplementary Information Memorandum.