| Report |
Description |
Frequency |
Sample |
| Corporate Action Reports |
Summarizes all the upcoming corporate actions of various companies. These include stock splits, dividend declarations, bonus issue etc |
8 p.a. (2 p.q.) |
view |
| IPO Note |
Provides a brief background about the to be listed company as well provides fundamentally vital statistics about the company. Elite goes one step further and provides the risk parameters to the subscription. |
8-20 IPO Notes p.a. |
view |
| TechnoFunda |
Combination of technical analysis and fundamental research. Presents short term investing opportunities. |
48 p.a. |
view |
| Fundamental Stock View |
This is a complete bottom-up stock selection based on good earnings and a strong growth forecast. |
8 p.a. |
view |
| Monthly Stock Portfolio |
Presents the investors with a set of stocks that are likely to rally in the coming month. All the suggestions are based on fundamental factors |
12 p.a. |
view |
| Portfolio Evaluation And Restructuring |
This is the prime offering of Elite Wealth. Our Portfolio Manager and Research Analyst work together to evaluate the investor’s portfolio. The risks in the portfolio are highlighted and restructured portfolio yielding a higher return is given. |
4 p.a. |
view |
| Economic Event Portfolio (Brexit, Fed Actions, Diwali) |
Economic Events could be very beneficial for investors at times, but there are periods in the economic cycle that are disastrous for certain investors. It is our responsibility as wealth advisers to help our investors guard themselves well. |
1-3 p.a. |
view |
| Budget Portfolio |
Key budget highlights, opportunities within upcoming sectors, what industries to leave out etc. The reports presents all that the investor needs to know about the upcoming financial year. |
1 |
view |
