BSE :

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.

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 25 years of experience to expand their business. Come, partner with us to make your business sustainable.

NSE :

What’s New

TATA Banking & PSU Debt Fund 2019 An Open Ended Debt Scheme

TATA Banking & PSU Debt Fund 2019 An Open Ended Debt Scheme

TATA Banking & PSU Debt Fund NFO An open ended debt scheme predominantly investing in debt instrRead more
ICICI Prudential Global Advantage Fund 2019 An Open-ended Fund of Funds scheme

ICICI Prudential Global Advantage Fund 2019 An Open-ended Fund of Funds scheme

ICICI Prudential Global Advantage Fund NFO An Open-ended Fund of Funds scheme predominantly investinRead more
Sovereign Gold Bonds Tranche 2019-20 Series IV

Sovereign Gold Bonds Tranche 2019-20 Series IV

We are pleased to inform you about the Sovereign Gold Bonds 2019-20 issuance calendar as decided by Read more
Indian Railway Catering And Tourism Corporation Limited (IRCTC) IPO details – Date, Price, Size, Allotment Status, Subscription & Reviews

Indian Railway Catering And Tourism Corporation Limited (IRCTC) IPO details – Date, Price, Size, Allotment Status, Subscription & Reviews

IRCTC Limitedis likely to get listed soon at stock exchange platform for trading in Secondary marketRead more
Various Index Funds to be launched by Motilal Oswal Mutual Fund in August 2019

Various Index Funds to be launched by Motilal Oswal Mutual Fund in August 2019

The Various Index Funds to be launched by Motilal Oswal Mutual Fund in August 2019. The NFO has beenRead more
Shriram City Union Finance Limited NCD August 2019

Shriram City Union Finance Limited NCD August 2019

Shriram City Union Finance Limited Public Issue of Secured, Redeemable Non-Convertible Debentures FrRead more
SREI Equipment Finance Limited NCD August 2019

SREI Equipment Finance Limited NCD August 2019

SREI Equipment Finance Limited scheduling its Secured, Rated, Listed Redeemable Non convertible debeRead more
Sundaram Equity fund NFO 2019 An open ended equity scheme

Sundaram Equity fund NFO 2019 An open ended equity scheme

Sundaram Equity Fund NFO An open ended equity scheme investing across large cap, mid cap, small cap Read more
Tata Capital Financial Services Limited NCD August 2019

Tata Capital Financial Services Limited NCD August 2019

Tata Capital Financial Services Limited scheduling its Secured, Rated, Listed Redeemable Non convertRead more
JM Financial Products Limited NCD August 2019

JM Financial Products Limited NCD August 2019

JM Financial Products Limited scheduling its Secured, Rated, Listed Redeemable Non convertible debenRead more
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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 28 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 >>

best-market-research-analyst

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 >>

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:

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

  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.

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:

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

Don’t just take our word for it.

Elite Wealth Advisors Ltd.

elitewealth-rating

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

elitewealth-best-perform

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.”

    Mr-Anil-Kumar
    Mr. Anil Kumar
  • “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” |”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,   Mail : contact@elitewealth.in