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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:

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Presentation on theme: "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:"— Presentation transcript:

1 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 F&O – 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

2 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

3 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 Ltd Make Your Money Work For You

4 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 Elite Business Business Network Elite Wealth Advisors Ltd Make Your Money Work For You

5 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 Ltd Retail Broking & Distribution Institutional Equities Commodity Broking Insurance Distributor Wealth Management Realty Consultants Elite Wealth Advisors Ltd Make Your Money Work For You

6 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 FY 1995FY 2000FY 2005FY 2010FY 2015 Elite Milestones Elite Wealth Advisors Ltd Make Your Money Work For You THE FINANCIAL HUB

7 Experienced Management Team Ravinder Parkash Seth Managing Director Ankur Seth Director 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 Ltd Make Your Money Work For You Vikram Luthra– Chief Operating Officer Ashish Goel- Sales Head Vindhyachal Prasad – Head Research Analyst Dheeraj Bhatia – Finance Manager

8 Equity / Distribution Wealth Management Commodity Broking – MCX / NCDEX Insurance Advisory Realty Consultants Corporate OverviewElite BusinessBusiness Network Elite Wealth Advisors Ltd Make Your Money Work For You

9 Elite Wealth Advisors Ltd Products & 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

10 Commodity Trading MCX & 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 Ltd Make Your Money Work For You

11 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 Ltd Make Your Money Work For You

12 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 Ltd Make Your Money Work For You

13 Casa Picasso Golf Course Extn. Road, Sector-61, Gurgaon Elite Wealth Advisors Ltd Make Your Money Work For You

14 Delivered Projects Elite Wealth Advisors Ltd Make Your Money Work For You

15 Elite Wealth Advisors Ltd Make Your Money Work For You

16 Corporate Overview Elite BusinessBusiness Network 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

17 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 Ltd Make Your Money Work For You

18 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 Ltd Make Your Money Work For You

19 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 Ltd Make Your Money Work For You

20 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 Ltd Make Your Money Work For You

21 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 PMS 2.Non – Discretionary PMS 3.Discretionary PMS Minimum portfolio size for an investment is Rs. 25 Lacs. Elite Wealth Advisors Ltd Make Your Money Work For You

22 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 Ltd Make Your Money Work For You

23 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 Ltd Make Your Money Work For You

24 Elite Wealth Advisors Ltd Make 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!

25 Elite Wealth Advisors Ltd Make Your Money Work For You We enjoy a trusted relationship with our clients because we give them honest appropriate advice.

26 CONTACT US Registered Office: S-110, Sahara Mall, M.G.Road Haryana-122002 Ph # 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: info@elitewealth.ininfo@elitewealth.in Elite Wealth Advisors Ltd Make Your Money Work For You

27 Elite Wealth Advisors Ltd Make Your Money Work For You


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