Greetings from Elite Wealth.
We are pleased to bring you Mutual Fund Portfolio Report, a single statement of all your investments with us. All your investments in Mutual Fund included in this consolidated portfolio report. It includes all investments held in single or joint names with you as the sole/first holder.
We are sure that you will find portfolio report very useful. It offers you unparalleled convenience in keeping track of your investment portfolio. You can easily monitor the investments you hold, their value and portfolio composition. It will help you in developing strategy to manage your investments better. Further, we intend to bring you more features and services in the future. Please visit our website www.elitewealth.in for more information.
Your portfolio report is password protected.
The password to open the file is sole/first holder combination of First four Character of applicants name in Upper Case and his/her date of birth in DDMMYY format. (Example: RAJU010580 for Client Named Raju with Date of Birth 01-MAY-1980).
If Mutual Fund Portfolio Report is landing to your Spam / Junk folder?
Depending on your personal spam filter settings, it is possible that your Mutual Fund Portfolio Report may be directed to your junk folder rather than your inbox. In order to avoid the same, you may:
Add our sender Email: ipo_mf_insurance@elitewealth.in to the list of your contacts. Gmail/Inbox users, please move one of our emails from Promotions tab to Primary tab.
Note: - In case a valid combination was not found his/her portfolio report will not be password protected.
In case of any difficulty or discrepancy in the statement, please contact us. You can contact us on Call:011-42445757 or Email: customercare@elitewealth.in
We also welcome your feedback and suggestions. Please Email: customercare@elitewealth.in
Yours Truly,
Elite Wealth Support Team