We are a Wealth Advisory Firm that offers a wide array of services
such as Financial Planning, Wealth Management, Wealth Advisory
and Portfolio Management. We provide our clients the latest
technology enabling them to invest independently and support them
with our well researched reports. Our mission is to make your money
work for you.

WE ENCOURAGE YOU TO ASK QUESTIONS

What services am I to expect?

 

We add value to each of our clients through our experienced research team and wealth advisory unit, easy-to-use online investing platform & our dedicated customer support and back office team. Our services include:

  1. Financial Planning
  2. Wealth Advisory
  3. Portfolio Management Services
  4. Research

What are the Investment Products offered by Elite Wealth?

It is our responsibility to understand the needs of our clients and suggest an investment product that suits our clients’ temparament as well his objectives. The clients can make investments in the products mentioned below:

Direct Equity Investments
Mutual Funds: Equity & Debt Funds
Bonds
Debentures
Real Estate

How do I open my DEMAT Account?

 

Opening a Demat Account is a very quick 2-step process:

  1. Step 1: Keep your self attested PAN Card, 3 photographs, a cancelled cheque and address proof ready
  2. Step 2: Fill the required fields after following the link provided below. Our executive will contact you soon to complete all formalities.

What is Wealth Advisory?

Wealth Advisory is the complete health check-up of your investment portfolio. The purview of this service includes advisory on risky assets like stock investments as well as moderate-low risk products like debt mutual funds, bonds and debentures. Clients get an opportunity to discuss their investment objectives with a wealth advisor, identify the non-performing products in the protfolio & restrucutre their portfolios to achieve an optimum mix of wealth creation as well as financial security.

What kind of Support does Elite provide to its Business Partners?

We know the upheavals that a growing business has to go through. We have successfully gone through that phase ourselves. Therefore, we stress on our involvement in developing the business of our Partner. Elite Wealth shall provide the Partner with:

  1. Technological Support
  2. Customer & Back office Support
  3. Marketing and Sales Support
  4. Research Support
  5. Training and Capacity Building Programs

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OUR EXPERTISE DELIVERED ON YOUR TERMS

Choose a relationship that meets your needs

Don’t be confused about choosing a broker or a financial planner.
Elite Wealth Advisors, is your one stop shop for your financial needs.
Whether you invest on your own or require guidance — we are present to help you.

THREE PILLARS OF OUR SUCCESS

IMPROVING CUSTOMER CONFIDENCE OVER THE YEARS

We strive to bring you the best financial service through our thorough research reports and our dilligent client service.

Dedicated Customer Service

It is our responsibility to ensure immediate solution to any problems & provide the answers to all your queries. Reach out to us, we are here to help.  Know More >>

Excellent Research Advisory

Research is the backbone of an excellent investment. Our research team provides fundamental analysis for the long-term investor as well as technical analysis for the positional traders.  Know More >>

Training & KSS

Novice traders and investors need guidance when starting their journey in the markets. We aim to share our skills, knowledge and experience of over 25 years with our clients through trainings and knowledge sharing sessions.  Know More >>

OUR PROFESSIONAL TEAM SHALL GUIDE YOU

THROUGHOUT YOUR FINANCIAL JOURNEY

A Wide Spectrum Of Investment Options

Our Wealth Advisors and Financial Planners are committed to help you find appropriate investment products which enable you to meet your financial goals.

Choice of an investment product is a trade-off between the safety required and the return expected. Investment products should be chosen according to the investors risk profile, the investment’s tenure & the objective of the investment. As wealth advisors, it is our duty to get clarity on your investment objectives, understand your risk appetite and help you meet your investment objectives.

Explore investment products

Direct Equity Investments

Research team provides you with short term and long term investment opportunities in stocks. You can also conduct a thorough analysis and restructuring of your portfolio with us.

Wealth Management & Advisory

Analysis of your Mutual Fund portfolio and other non-cash portfolio. Efficient rebalancing of funds to get you the returns you want.

Open architecture equals more choice

Portfolio Management Services

Elite’s discretionary Portfolio Management Services gives affluent clients an edge to beat market returns. We have outperformed the benchmarks since inception.

National Pension System

We assist our clients in availing tax benefits of INR 50,000 over and above the prescribed limit of INR 1,50,000.

Our Market Experts

Insights from Elite Wealth’s Research Team

From long term views to step-by-step guides, our experts help you stay at the forefront of investing.

View the Research Reports >>
Go to our Research Blog >>
Schedule an appointment with Research Team >>

Technical Analyst

Fundamental Analyst

Financial Planner

VALUE THAT’s CLEAR.

TRANSPARENT PRICING THAT SHOWS WHAT YOU’RE GETTING.

We strive to bring you the best financial service through our thorough research reports and our dilligent client service.

CLASSIC +

This plan meets all needs of the novice investor/trader. Take your first steps towards achieving your financial freedom.

View the detailed Plan >>

TRADER +

Perfect plan for the high volume trader with the most competitive brokerage and customized limits.

View the detailed Plan >>

INVESTOR +

Plan cut-out to fit the needs for the seasoned investor. Professional research reports & portfolio.

View the detailed Plan >>

IS IT THE RIGHT FIT?

Construction of a portfolio is an art based on the fundamentals of science. How to choose the correct investment product and how much to invest?

Don’t just take our word for it.

Elite Wealth Advisors Ltd.

Most of the clients associated with us, would recommend this account to a friend or family member.

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Elite Wealth ranks customer satisfaction at the top of its priority list;

  • “ We have chosen to deal with Elite Wealth Advisors every time due to the high level of service they provide. Keep up the good work guys.”

    Mrs. Shalini
  • “Absolutely trust worthy, very reliable. They understand what I need and have always been there. I am extremely satisfied with the results delivered, that’s the reason the bond has become so strong.”

    Mr. Hariom Shukla





Attention Investors:

Prevent Unauthorised Transactions in your Trading / Demat account –> Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from NSDL on the same day …..Issued in the interest of investors. KYC is one time exercise while dealing in securities markets – once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.”Prevent Unauthorized transactions in your account –> Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day ………. Issued in the interest of investors”

Elite Wealth Advisors Limited   Mail : info@elitewealth.in,   Call Us : 011-42445757

Compliance Officer : Mr. Sanjay Dutt Sharma, E-Mail : compliance@elitewealth.in

Useful Links: NSE  | BSE | SEBI | MCX | CKYC | R&O/RDD/DLD | NCDEX

Contact Us 9:30am To 6:00pm Call : 011-42445800,   Mail : sales@elitewealth.in