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

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

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

 Company Profile
Elite Milestones
Experienced
Management Team

Equity /
Distribution
Wealth
Management
Commodity
Broking MCX /
NCDEX
Insurance
Distributor
Realty
Consultants

Elite Wealth Advisors Ltd

Make Your Money Work For You

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.
Indias 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

Make Your Money Work For You

Elite
Milestones

NSE Membership

FY 1995

Elite Wealth Advisors Ltd

Make Your Money Work For You

THE FINANCIAL HUB

Financial Planning

IRDA License

NCDEX
Membership
Currency
Derivatives
Portfolio
Management
Insurance
Distributor
BSE Membership

Financial Planning
NCDEX
Membership
Currency
Derivatives
Portfolio
Management
BSE Membership

Online Trading

Online Trading

Distribution

Institutional
Broking
Distribution

Institutional
Broking
Distribution

NSE Derivative
Membership

NSE Derivative
Membership

NSE Derivative
Membership

MCX Membership
Depository
Participant
(NSDL/CDSL)

NSE Membership

NSE Membership

MCX Membership
Depository
Depository
Participant
Participant
(NSDL/CDSL)
(NSDL/ CDSL )
NSE Membership

MCX Membership

Depository
Participant
(NSDL/CDSL)

FY 2000

FY
2005

FY
2010

Depository
Participant
(NSDL/CDSL)
NSE Membership

FY
2015

Experienced Management
Team
Ravinder Parkash Seth
Managing Director
Ankur Seth
Director

Vikram
Vikram Luthra
Luthra Chief
Chief Operating
Operating
Officer

Jasminder SIngh Chief Finance

Officer

Vindhyachal Prasad Head Research

Analyst
Diwan Singh- Head, Depository
Services

Ashish
Ashish GoelGoel- Sales
Sales Head
Head

Prakash
Prakash PariharParihar- Manager,
Manager, Help
Help
Desk

Praveen
Praveen PoddarPoddar- VP,
VP, WMS
WMS

Rajul
Rajul SethSeth- AVP,
AVP, Back-Office
Back-Office

Dheeraj
Dheeraj Bhatia
Bhatia Finance
Finance Manager
Manager

Sanjay Dutt Sharma- Compliance

Officer

Elite Wealth Advisors Ltd

Make Your Money Work For You

 Equity /
Distribution
Wealth
Management
Commodity
Broking MCX /
NCDEX
Insurance Advisory
Realty Consultants
Elite Wealth Advisors Ltd

Make Your Money Work For You

Elite Wealth Advisors Ltd

Products & Services

Equity

Depository

NSE Trading
BSE Trading
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

Commodity Trading
MCX & NCDEX

Bullion

Base Metals

CrudeMustard Seed
Palm Oil
Refined Soy Oil

Energy

Aluminum
Copper
Zinc
Nickel
Lead

Oilseed Complex

Gold
Silver

Crude
Natural Gas

Agri Commodity

Cotton
Potato
Turmeric
Pepper

Elite Wealth Advisors Ltd

Make 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

Elite Wealth Advisors Ltd

Make Your Money Work For You

www.elitestock.com

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
Elite Wealth Advisors Ltd

Make Your Money Work For You

CONSULTING

Casa Picasso

OUR OWN CONSTRUCTED PROJECT

Golf Course Extn.

Road,
Sector-61, Gurgaon
Elite Wealth Advisors Ltd

Make Your Money Work For You

Delivered Projects

,
k
r
a
P
r
o
s
Wind p ura m
Ind ir a

Elite Wealth Advisors Ltd

Make Your Money Work For You

Win

dso
r Gr
een
Noi
,
da

Spring Field

Elite Wealth Advisors Ltd

Make Your Money Work For You

Tradex Tower

 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

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)

Elite Wealth Advisors Ltd

Make Your Money Work For You

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 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.

Elite Wealth Advisors Ltd

Make Your Money Work For You

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-brokers clients:-

Provides assistance to use brands 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

www.elitestock.com

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
A personalized
confirmation for every transaction.
service grip

Elite Wealth Advisors Ltd

Make Your Money Work For You

www.elitestock.com

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.
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

www.elitestock.com

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

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

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

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

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, Delhi110091.
Ph:43035555(90 Lines)
Fax: 011-22793402
Visit: www.elitewealth.in
E-mail: info@elitewealth.in

Elite Wealth Advisors Ltd

Make Your Money Work For You

Thank You

Elite Wealth Advisors Ltd

Make Your Money Work For You