financial planning

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Make Your MONEY Work For You
Elite Wealth Advisors Limited Corporate Office
S-8, DDA Shopping Complex, Mayur Vihar Phase -1,
New Delhi 110091. NSE CM INB 230805133 FO
CD- INE 230805133, INF 230805133 BSE CM CD INE
010805134, INB 010805134 MCX SX INE
260805133, MCX Member ID 12325, NCDEX Member ID
01075 PMS Reg No INP 000003021 Depository
NSDL INDPNSDL 1422000, CDSL IN DP-CDSL
-577-2010 www.elitewealth.in
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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 Ltd Make Your Money Work
For You
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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
  shareholders wealth. To nurture our relation
  with customers, employees and the shareholders
  with trust and integrity.

Elite Wealth Advisors Ltd Make Your Money Work
For You
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• 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

• Company Profile
• Elite Milestones
• Experienced Management Team

Elite Wealth Advisors Ltd Make Your Money Work
For You
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Corporate Profile

• Popularly Known as Elite Wealth.
• Indias 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 Wealth Advisors Ltd Make Your Money Work
For You
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Elite Milestones
THE FINANCIAL HUB
Currency Derivatives
Portfolio Management
Insurance Distributor
Online Trading
BSE Membership
Online Trading
Institutional Broking
Distribution
Distribution
NSE Derivative Membership
NSE Derivative Membership
MCX Membership
MCX Membership
Depository Participant (NSDL)
Depository Participant (NSDL)
Depository Participant (NSDL/ CDSL )
NSE Membership
NSE Membership
NSE Membership
NSE Membership
FY 1995
FY 2000
FY 2005
FY 2010
Elite Wealth Advisors Ltd Make Your Money Work
For You
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Experienced Management Team
Ravinder Parkash Seth Managing Director
Ankur Seth Director
Vikram Luthra Chief Operating Officer
Jasminder Singh Chief Finance Officer
Deepak Goyal President, Sales
Sanjay Dutt Sharma Compliance Officer
Ashish Goel Head, Risk Management Services
Praveen Poddar VP, WMS
Vindhyachal Prasad Head, Research
Karan Johar VP, Franchisee
Gaurav Dhawan Head, Marketing
Gaurav Singh, VP, Sales
Gaurav Bajaj - VP, Equity
Subin Chandran Manager, HR
Elite Wealth Advisors Ltd Make Your Money Work
For You
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• Equity / Distribution
• Wealth Management
• Commodity Broking MCX / NCDEX
• Insurance Advisory
• Realty Consultants

Elite Wealth Advisors Ltd Make Your Money Work
For You
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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 Ltd Make Your Money Work
For You
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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

Elite Wealth Advisors Ltd Make Your Money Work
For You
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Insurance Distributor

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

Elite Wealth Advisors Ltd Make Your Money Work
For You
www.elitestock.com
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Realty Consultants

• 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

CONSULTING
Elite Wealth Advisors Ltd Make Your Money Work
For You
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• Retail Broking Distribution
• Franchise / Sub Broker Network
• Priority Client Services
• Portfolio Management Services
• Financial Planning
• Research An Important Weapon

Elite Wealth Advisors Ltd Make Your Money Work
For You
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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)

Elite Wealth Advisors Ltd Make Your Money Work
For You
www.elitestock.com
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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.

Elite Wealth Advisors Ltd Make Your Money Work
For You
www.elitestock.com
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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-brokers clients-

• Provides assistance to use brands name.
• Supported by all Marketing materials.
• Research reports available for all segment, i.e
  Equity, FO, 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 Ltd Make Your Money Work
For You
www.elitestock.com
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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-

• 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.

A personalized service grip
Elite Wealth Advisors Ltd Make Your Money Work
For You
www.elitestock.com
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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.

1. Discretionary PMS
2. Non Discretionary PMS
3. NRI PMS
4. Derivative Advisory PMS

Minimum portfolio size for an investment is Rs.
25 Lacs.
Elite Wealth Advisors Ltd Make Your Money Work
For You
www.elitestock.com
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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

Having a written Elite financial plan can help
you feel more confident and prepared for your
future, whether youre nearing retirement or just
starting to save.
Elite Wealth Advisors Ltd Make Your Money Work
For You
www.elitestock.com
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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 companys 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.

Elite Wealth Advisors Ltd Make Your Money Work
For You
www.elitestock.com
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Why Elite Wealth
Make Smart Decisions About Your Money
One Point of Contact for all Financial Matters
Become Your Financial Ally Coordinating all
aspects of your financial infrastructure
Help you to align your values and finances in
pursuit of your stated goals, whatever they might
be!
Provide Integrated Investment, i.e. Retirement,
Tax, Insurance, Wealth Accumulation Advice
Specialized Financial Service
Elite Wealth Advisors Ltd Make Your Money Work
For You
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We enjoy a trusted relationship with our clients
because we give them honest appropriate advice.
Elite Wealth Advisors Ltd Make Your Money Work
For You
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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, 22758165,22755894,2275589
  6,
• 43035555(90 Lines)
• Fax [phone] Visit
  www.elitewealth.inE-mail info_at_elitewealth.in
• 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

Elite Wealth Advisors Ltd Make Your Money Work
For You
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Thank You
Elite Wealth Advisors Ltd Make Your Money Work
For You