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Elite Wealth

Overview

Our Elite Wealth Group aims to enable continuity of affluence and growth through the Wealth Spectrum for - Accumulation, Growth and Preservation - with a distinguished offering encompassing comprehensive personal financial solutions including Investment Advisory services provided by our respective division.

Our spectrum based approach helps us to cater to our diverse clientele in various stages of Wealth in a focussed and structured manner. While for clients in the Accumulation phase we help them in the investments in the early years of affluence by devising solutions to accumulate quickly and in a structured manner; for our clients in the Growth phase we aid them in propelling growth in the portfolio through a combination of traditional and innovative financial products as per the risk appetite of the client; for our clients in the higher notches of the Wealth spectrum, we assist them in the process of Preservation by helping them protect their assets from the vagaries of the financial system and aiding them with transference of wealth.

Why Join Us

We are well-poised to address the investment needs of our clients, strengthened by our services and offerings

  • Multi-pronged investment strategy
     Use of individual or a combination of investment strategies– Goal Based and Asset Allocation - to address investment needs.
  • In-house research experts
     To identify and recommend viable investment opportunities.
     
  • Comprehensive product variants
     Balance of Traditional and Exotic Products ranging from Investment to Trading to Financing.
  • Adept Wealth Professionals
     Cater to diverse Clients addressing varied demographics, life style goals, investment appetite, etc.
  • Hybrid solutions
     Offering a combination of personal assisted interactions and technology automations.
  • Robust processes
     Reliable and scalable systems for execution and seamless risk management.

Our Investment Management Strategy

Our Products

Research

India Morning Brief

Alpha Ideas

Through exhaustive fundamental research this report provides investment ideas with 3-4 quarters of investment horizon of the top 500 listed companies in India. With a bottom-up approach, companies with high quality management, strong business model and attractive valuations form the core part of the idea generation process.

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Rating Update

Prime

Provides fundamentally backed opportunistic ideas in both long and short side of the market, within a positional framework.

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Rating Update

Select Focus

Provides ad-hoc opportunity driven ideas for positional traders. Following a bottom-up approach this includes stocks of fundamentally strong companies with triggers in the near term which are most likely to outperform in next 20-30 trading sessions.

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Rating Update

Pick of the Week

Presents a well-researched investment idea at the beginning of every week with a medium-term investment horizon of 1-2 quarters. Stocks are selected on the basis of comprehensive fundamental analysis with triggers that are expected to act as a catalyst for stocks outperformance.

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Rating Update

Finizone

Monthly newsletter that presents an update of the latest market trends affecting investments. Also provides an insight to suitable investment opportunities as can be availed from us.

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