financial planning

Make Your MONEY Work For You

Elite Wealth Advisors LimitedCorporate Office – S-8, DDA Shopping Complex, Mayur Vihar Phase -1, New Delhi – 110091.NSE: CM – INB 230805133 F&O – CD- INE 230805133, INF 230805133BSE: CM – CD INE 010805134, INB 010805134MCX : SX : INE 260805133, MCX Member ID : 12325, NCDEX Member ID : 01075PMS Reg No : INP 000003021Depository : NSDL :INDPNSDL 1422000, CDSL : IN –DP-CDSL -577-2010

www.elitewealth.in

Vision

“To build a Customer Centric, Technology Driven Professional Enterprise and to strive continuously to be among the top twenty five full service Stock Broking and Wealth Management Houses in the country.”

Elite Wealth Advisors LtdMake Your Money Work For You

Mission

“To provide our Customers competitive business terms, latest technology based infrastructure and well researched information to add value to their investment decision making. To conduct business operation in highly transparent, professional and ethical environment . To add value to shareholder’s wealth. To nurture our relation with customers, employees and the shareholders with trust and integrity”.


•Company Profile

•Elite Milestones

•Experienced Management Team

•Equity / Distribution

•Wealth Management

•Commodity Broking – MCX / NCDEX

•Insurance Distributor

•Realty Consultants

•Retail Broking & Distribution

•Franchise / Sub – Broker Network

•Priority Client Services

•Portfolio Management Services

•Financial Planning

•Research – An Important Weapon


Corporate Profile

Popularly Known as “Elite Wealth”. India’s Premier Financial Solution Provider providing full range of Financial Services and Investment Solutions. Expertise of 20 Years for providing the services to Individuals, High Net Worth Individuals, NRIs, and Institutions Clients

through 250 locations across India with head office in New Delhi. Acquired membership of National Stock Exchange of India Ltd. (NSEIL), Bombay Stock Exchange Ltd. (BSE) and National

Securities Depository Ltd. (NSDL), Central Depository Services (India)Limited, MCX, MCX – SX and NCDEX.


Elite Milestones

NSE Membership

FY 1995

NSE Membership

Depository Participant (NSDL)

FY 2000

NSE Membership

Depository Participant (NSDL)

MCX Membership

NSE Derivative Membership

Online Trading

Distribution

Institutional Broking

Online Trading

FY 2005

BSE Membership

Insurance Distributor

Portfolio Management

Currency Derivatives

FY 2010

NSE Membership

Depository Participant (NSDL/ CDSL )

MCX Membership

THE FINANCIAL HUB


NSE Derivative Membership

Distribution

Experienced Management Team

Ravinder Parkash SethManaging Director

Ankur SethDirector

Praveen Poddar– VP, WMS

Vikram Luthra – Chief Operating Officer

Gaurav Singh, VP, Sales

Gaurav Bajaj - VP, Equity

Jasminder Singh – Chief Finance Officer

Sanjay Dutt Sharma – Compliance Officer

Gaurav Dhawan – Head, Marketing

Ashish Goel – Head, Risk Management Services

Subin Chandran – Manager, HR

Vindhyachal Prasad – Head, Research


Deepak Goyal – President, Sales

Karan Johar – VP, Franchisee

•Equity / Distribution

•Wealth Management

•Commodity Broking – MCX / NCDEX

•Insurance Advisory

•Realty Consultants


Elite Wealth Advisors LtdProducts & Services• Equity

– NSE Trading– BSE Trading

• Depository– NSDL– CDSL

• IPOs• Real Estate• Insurance• Mutual Funds• Derivative Trading• Commodity Trading

• Currency Derivatives• Financial Planning• Portfolio Managment Services


Commodity TradingMCX & NCDEX • Bullion

– Gold– Silver• Base Metals– Aluminum– Copper– Zinc– Nickel– Lead• Oilseed Complex– CrudeMustard Seed– Palm Oil– Refined Soy Oil• Energy– Crude– Natural Gas• Agri Commodity– Cotton– Potato– Turmeric– Pepper


Insurance Distributor

www.elitestock.com

• Life Insurance• Health Insurance• Motor Insurance• Travel Insurance• Home Insurance


Realty Projects:-• Housing Society – Gokul, Dwarka• Amarpali – Sec 76, Noida• Golf Vista – Greater Noida• ATS Green – Indirapuram• Windsor Park – Indirapuram• Wave Infra Tech – Sec 32, Noida• Tradex Tower –I & II– Greater Noida• JP Green Wish Town – Sec 128,

Noida• Picasso Serviced Suites – Sec 61,

Gurgaon

Realty Consultants

CONSULTING


•Retail Broking & Distribution

•Franchise / Sub – Broker Network

•Priority Client Services

•Portfolio Management Services

•Financial Planning

•Research – An Important Weapon


Elite Business Network

• Insurance Distributor• Institutional Services• Retail Broking & Distribution• Franchise / Sub- Brokership Mode• Priority Client Group Services (PCG)• Wealth Management Services (PMS

& Financial Planning)

www.elitestock.com


Retail Broking & Distribution

• Customer – centric approach and a firm commitment to make your money work for you.

• Clientele base of more than 50,000 and growing across all the networks.

• One Stop Shop for every client; provides investment services including equity, commodity, currency broking and distribution of all financial products.

• Extensive distribution network for Mutual Funds, Fixed Deposits, Fixed Maturity Plans, IPOs & FPOs Business.

• Supported by Research Reports for every segment, i.e – Equity , Futures & Options, Commodity and Currency as a daily basis.

www.elitestock.com


Franchise / Sub-Broker Network

Company presents Business Partnership Proposal for Entrepreneurs who have a Dream to Start Your Own Venture / Business and Company delivers a comprehensive service package to the sub-broker’s clients:-

www.elitestock.com

•Provides assistance to use brand’s name.•Supported by all Marketing materials.•Research reports available for all segment, i.e – Equity, F&O, Commodity, Currency.•Technical analysis support during the market hours.•Organize seminars/events regularly for Investor ‘s awareness.•Online Availability of back office and other communication reports.•Risk Management System•Dedicated customer desk available for all queries.


Priority Client Group Services

Elite Priority Client Group (PCG) service is providing a customized service to “High Net Worth Individuals” and give utmost importance to their requirements with regard to any investment query:-

www.elitestock.com

A personalized service grip

•Dedicated Equity Advisory is for you only.•Your equity advisor would analyze your risk profiling before making an ideal asset allocation.•Provided you techno – funda report on the CANSLIM research basis.•Monitor your portfolio regularly for the efficient profit– booking.•Your equity advisor would take a confirmation for every transaction.


Elite Portfolio Management Services

Elite PMS is an intergrated approach of systematic and disciplined investments, where we focus on Capital allocation from a risk-return perspective. In PMS, Professional Managers handle your money and spread your investment across equities, bonds and even mutual funds to fit your personal investment goals and risk appetite.

Elite PMS offers majorly 4 services under PMS, which is depending on your risk appetite, investment preferences and goals.

www.elitestock.com

1. Discretionary PMS2. Non – Discretionary PMS3. NRI PMS4. Derivative Advisory PMS

Minimum portfolio size for an investment is Rs. 25 Lacs.


Elite Financial Planning Elite Financial Planning provides you exclusive planning where focus on to build your financial plan around your need hierarchy.

Elite Financial Planners give you the opportunity to think about comfortable future for your’s self and your loved ones.

Elite Financial Planner give importance to your customized priorities, needs, dreams and aspirations and for it, Elite Financial Planning covers below mentioned sections:-

• Retirement Planning• Investment Planning• Insurance Planning• Tax Planning• Estate Planning

www.elitestock.com

Having a written Elite financial plan can help you feel more confident and prepared for your future, whether you’re nearing retirement or just starting to save.


Strong Research – An Important Weapon

• Using C-A-N-S-L-I-M system, Detailed Quantitative & Qualitative Analysis is performed on the stocks that pass through Our Stock Analysis Process.

• Elite research analyst follos Techno – Funda approach where focus on the company’s fundamental aspects and their technical aspects for buying and target price.

• Research covers all the aspects, i.e – economic, sector, company and thematic studies.

• Adopt Top Down + Bottom Up Approach.

• Select stocks with high margin of safety.

• Focus on pricing value rather than valuing price.

• Supports to commodity broking and currency derivaties also by elite research analyst.

• Technical call support for all segments during the market hours.

www.elitestock.com



Why Elite Wealth

Become Your “Financial Ally” – Coordinating all aspects of your financial infrastructure

Make Smart Decisions About Your Money

One Point of Contact for all Financial Matters

Provide Integrated Investment, i.e. – Retirement, Tax, Insurance, Wealth Accumulation Advice & Specialized Financial Service

Help you to align your values and finances in pursuit of your stated goals, whatever they might be!


We enjoy a trusted relationship with our clients because we give them honest appropriate

advice.

CONTACT US

Registered OfficeS-110, Sahara Mall, M.G.RoadHaryana-122002Ph # 0124-4068107

Corporate Office S-8, DDA Shopping Complex, Near Jeevan Anmol Hospital, Mayur Vihar Phase-1, Delhi-110091.

Ph: 22758145, 22758165,22755894,22755896, 43035555(90 Lines) Fax: 011-22793402

Visit: www.elitewealth.inE-mail: [email protected]

Branch – Sarita Vihar B-104,LOCAL SHOPPING COMPLEX

SARITA VIHAR , DELHI-110044, Ph-26972552/57,41000784

Branch - Greater Noida 604,TRADEX TOWER-1,3-B,

ALPHA COMMERCIAL BELT,OPP.GOLF COURSE,, GREATER NOIDA -201306Ph-0120-2321156, 2326851/52, 2321149 Fax-4298286


mailto:[email protected]

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