30 Years of Trust
Seamless Digital Platform
Low Brokerage
Stock Recommendations
Login Platform
Online Bidding
Pledge/Depledge
Mobile Apps
Fund Transfer
Online A/c Opening
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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, is your one stop shop for your financial needs.
Whether you invest on your own or require guidance — we are present to help you.
Invest
Investments are a gradual path to achieve growth. Each person should try to invest close to 10% of their monthly income. Park your money in a mix of products that have the potential to provide you growth and stability.
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.
FinPlan
There are needs and goals. Goals can be reached if they are aptly planned, realistic and measurable. Work with our Financial Planner to chart out the right plan to fit your needs and reach your goals.
Wealth Advisory
Wealth advsiory involves a comprehensive view on all your investments. All investors need a right mix of risky assets and ones that give them security. Well researched investments pay the highest dividends.
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.
Business Associate
Financial entrepreneurs benefit from our strong business support, diverse product mix & over 30 years of experience to expand their business. Come, partner with us to make your business sustainable.
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 30 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 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 Financial Planners, it is our duty to get clarity on your investment objectives, understand your risk appetite and help you meet your investment objectives.
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.
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
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:
- Financial Planning
- Wealth Advisory
- Portfolio Management Services
- Research
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
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.
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.
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:
- Technological Support
- Customer & Back office Support
- Marketing and Sales Support
- Research Support
- Training and Capacity Building Programs
TRADE ANY TIME ANY WHERE WITH ELITE EMPOWER APP!
| Date | Live Equity Market News |
|
7/28/2021 |
Tata Coffee Q1 FY22 PAT skids 25% to Rs 46 cr |
|
7/28/2021 |
Maruti Suzuki India Q1 FY22 PAT turnaround to Rs 475 cr |
|
7/28/2021 |
HUDCO ends flat as OFS concludes |
|
7/28/2021 |
Welspun India spurts after Q1 FY22 PAT soars 315% to Rs 223 cr |
|
7/28/2021 |
SRF spurts after Q1 PAT jumps 123% YoY |
|
7/28/2021 |
K.P.R Mill snaps 2-day gaining streak |
|
7/28/2021 |
Intellect Design Arena Ltd leads losers in A group |
|
7/28/2021 |
Pfizer Q1 PAT jumps 60% YoY to Rs 199 cr |
|
7/28/2021 |
Sreeleathers Ltd leads losers in B group |
|
7/28/2021 |
Strong Q1 performance lifts Radico Khaitan higher |
GET IN TOUCH WITH US
Blogs From Our Expert's
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” |”No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor’s account.” | “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”
Contact Us 9:30 am To 6:00 pm Call : 011-42445800, Email : contact@elitewealth.in