WHY ELITE WEALTH ?
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Elite Wealth Limited is a premier financial services company with a legacy of 35+ years in empowering individuals and institutions to grow and manage their wealth with confidence.
Driven by a strong client-centric philosophy, we offer a comprehensive suite of solutions across: Investment, Portfolio Management Services (PMS), Mutual Funds, Insurance, and Real Estate. Our expertise is backed by cutting-edge technology, robust research, and a deep understanding of evolving financial landscapes.
With trust, transparency, and performance at our core, Elite Wealth is committed to making your money work smarter—so you can achieve more, today and for the future.
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:
- Equity Investments
- Mutual Funds: Equity & Debt Funds
- Bonds & Debentures
- Financial Planning
- Wealth Advisory
- Portfolio Management Services
- Free Research Recommendation
- Real Estate
Opening a Demat Account is a very quick 2-step process:
Step 1: Keep your self attested PAN Card, 3 photographs, a cancelled cheque and address proof ready
Step 2: Fill the required fields after following the link provided below. Our executive will contact you soon to complete all formalities.
Click here to open an account
What Services We Offer For You
AMFI-Registered Mutual Fund Distributor
Mutual fund distributors play a vital role in guiding clients with information about various mutual funds, including their features, benefits, and risks. Assist them with portfolio reviews and rebalancing as needed
Portfolio Management
This service is tailor made for those clients that do not have the time to actively manage their wealth. You can achieve the growth & stability on your investable surplus through this service.
Trade
Short term capital gains can be achieved by trading. You can look to profit in stocks, F&O, currency or commodities. Our Technical Analysts will provide you the research you need to benefit in these segments.
Business Associate
Financial entrepreneurs benefit from our strong business support, diverse product mix & over 31 years of experience to expand their business. Come, partner with us to make your business sustainable.
BUILD YOUR WEALTH WITH MUTUAL FUNDS
You worked hard to earn money. Now take the next step and let your savings grow reliably.
Our Advanced Mobile App Elite Empower Trader & Elite Kuber Investor
Experience Year
Happy Client
Assets U.C.S.
Business Associates
Experience In Stock Market
Elite Wealth is affiliated with the best in the industry – right from the SEBI,NSE, BSE,MCX to CDSL, NSDL, IRDAI etc. These affiliations prove our worth in the market and make Elite Wealth a name to reckon with.
Whats New
Get Latest and Upcoming IPO, NCD, Bond, OFS information over here.
Attention Investors:
Prevent Unauthorised 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. Prevent Unauthorized Transactions in your 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/CDSL on the same day. | “There is no need to issue a cheque. Please write the Bank account number and sign the IPO application form to authorize your bank to make payment in case of allotment. In case of non allotment the funds will remain in your bank account. Issued in the Interest of Investor. Investments in securities market are subject to market risks; read all the related documents carefully before investing” | “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.” | “Investor awareness on fraudsters that are collecting data of customers who are already into trading on Exchanges and sending them bulk messages on the pretext of providing investment tips and luring them to invest with them in their bogus firms by promising huge profits.” | “Attention Investors – 1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 01, 2020.” | “2. Update your email id and mobile number with your stock broker / depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge. ” | “3. Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month. ………. Issued in the interest of Investors”
Dear Investor,
As you are aware, under the rapidly evolving dynamics of financial markets, it is crucial for investors to remain updated and well-informed about various aspects of investing in securities market. In this connection, please find a link to the BSE Investor Protection Fund website where you will find some useful educative material in the form of text and videos, so as to become an informed investor.
https://www.bseipf.com/investors_education.html
We believe that an educated investor is a protected investor !!!
