Elite Wealth Advisors Ltd. Corporate Profile
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Transcript of Elite Wealth Advisors Ltd. Corporate Profile
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”.
Elite Wealth Advisors LtdMake Your Money Work For You
• 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 Overview Business Network
Elite Wealth Advisors LtdMake Your Money Work For You
Corporate Profile
Popularly Known as “Elite Wealth”. India’s Premier Financial Solution Provider providing full range of Financial Services and Investment Solutions. Expertise of 24 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 Wealth Advisors LtdMake Your Money Work For You
NSE Membership
Depository Participant(NSDL/CDSL)
MCX Membership
Distribution
Institutional Broking
Online Trading
BSE Membership
Portfolio Management
Currency Derivatives
NCDEX Membership
Financial Planning
IRDA License
Depository Participant
(NSDL/ CDSL )NSE Membership
MCX Membership
Distribution
Institutional Broking
Online Trading
BSE Membership
Insurance Distributor
Portfolio Management
Currency Derivatives
NCDEX Membership
Financial Planning
NSE Membership
MCX Membership
NSE Derivative Membership
Distribution
NSE Membership
Depository Participant(NSDL/CDSL)
NSE Membership
Depository Participant(NSDL/CDSL)
Depository Participant(NSDL/CDSL)
NSE Derivative Membership
NSE Derivative Membership
FY 1995 FY 2000 FY 2005 FY 2010 FY 2015
Elite Milestones
Elite Wealth Advisors LtdMake Your Money Work For You
THE FINANCIAL HUB
Experienced Management TeamRavinder Parkash Seth
Managing Director
Ankur SethDirector
Jasminder SIngh– Chief Finance Officer
Praveen Poddar- VP, WMS
Diwan Singh- Head, Depository Services
Rajul Seth- AVP, Back-Office
Prakash Parihar- Manager, Help Desk
Sanjay Dutt Sharma- Compliance Officer
Elite Wealth Advisors LtdMake Your Money Work For You
Vikram Luthra– Chief Operating Officer
Ashish Goel- Sales Head
Vindhyachal Prasad – Head Research Analyst
Dheeraj Bhatia – Finance Manager
• Equity / Distribution
• Wealth Management
• Commodity Broking – MCX / NCDEX
• Insurance Advisory
• Realty Consultants
Corporate Overview Business Network
Elite Wealth Advisors LtdMake Your Money Work For You
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
Elite Wealth Advisors LtdMake Your Money Work For You
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
Elite Wealth Advisors LtdMake Your Money Work For You
Insurance Broker
• Life Insurance• Health Insurance• Motor Insurance• Travel Insurance• Home Insurance• Marine Insurance• Group Medi-claim• Group Personal Accident• Various Indemnity
Policies
www.elitestock.com
Elite Wealth Advisors LtdMake Your Money Work For You
Realty Consultants
Realty Projects:-• Picasso Serviced Suites – Sec 61,
Gurgaon• JP Green Wish Town – Sec 128, Noida• Tradex Tower –I & II– Greater Noida• Wave Infra Tech – Sec 32, Noida• Windsor Park – Indirapuram• ATS Green – Indirapuram• Golf Vista – Greater Noida• Amarpali – Sec 76, Noida• Housing Society – Gokul, Dwarka CONSULTING
Elite Wealth Advisors LtdMake Your Money Work For You
Casa Picasso OUR OWN CONSTRUCTED PROJECT
Golf Course Extn. Road,
Sector-61, Gurgaon
Elite Wealth Advisors LtdMake Your Money Work For You
Delivered Projects
Windsor Park,
IndirapuramWindsor Green,
Noida
Elite Wealth Advisors LtdMake Your Money Work For You
Elite Wealth Advisors LtdMake Your Money Work For You
Spring Field Tradex Tower
Corporate Overview Business Network
• Retail Broking & Distribution
• Franchise / Sub – Broker Network
• Priority Client Services
• Portfolio Management Services
• Financial Planning
• Research – An Important Weapon
Elite Wealth Advisors LtdMake Your Money Work For You
Elite Business Network
• Insurance Brokers• Institutional Services• Retail Broking & Distribution• Franchise / Sub- Broker ship Mode• Priority Client Group Services (PCG)• Wealth Management Services (PMS
& Financial Planning)
www.elitestock.com
Elite Wealth Advisors LtdMake Your Money Work For You
Retail Broking & Distribution
• Customer – centric approach and a firm commitment to make your money work for you.
• Clientele base of more than 30,000 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
Elite Wealth Advisors LtdMake Your Money Work For You
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.
Elite Wealth Advisors LtdMake Your Money Work For You
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 Wealth Advisors LtdMake Your Money Work For You
Elite Portfolio Management Services
Elite PMS is an integrated 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 3 services under PMS, which is depending on your risk appetite, investment preferences and goals.
www.elitestock.com
1. NRI PMS2. Non – Discretionary PMS3. Discretionary PMS
Minimum portfolio size for an investment is Rs. 25 Lacs.
Elite Wealth Advisors LtdMake Your Money Work For You
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 yours 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.
Elite Wealth Advisors LtdMake Your Money Work For You
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
Elite Wealth Advisors LtdMake Your Money Work For You
Elite Wealth Advisors LtdMake Your Money Work For You
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!
Elite Wealth Advisors LtdMake Your Money Work For You
We enjoy a trusted relationship with
our clients because we give them
honest appropriate advice.
CONTACT US
Registered Office:
S-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:43035555(90 Lines) Fax: 011-22793402
Visit: www.elitewealth.in E-mail: [email protected]
Elite Wealth Advisors LtdMake Your Money Work For You
Elite Wealth Advisors LtdMake Your Money Work For You
Thank You