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Elite Wealth Advisors Ltd. Corporate Profile

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.<br>For more visit our website: http://www.elitewealth.in<br>You can also visit our Blog: http://research.elitewealth.in<br>For products details visit on: http://elitewealth.in/contactus1.aspx<br>

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Elite Wealth Advisors Ltd. Corporate Profile

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  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 ProfessionalEnterprise and to strive continuously to be among the top twenty five full service Stock Broking and Wealth ManagementHouses 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 addvalue 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. Retail Broking & Distribution • Franchise / Sub – Broker Network • Priority Client Services • Portfolio Management Services • Financial Planning • Research – An Important Weapon • Equity / Distribution • Wealth Management • Commodity Broking – MCX / NCDEX • Insurance Distributor • Realty Consultants • Company Profile • Elite Milestones • Experienced Management Team 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 Make Your Money Work For You

  6. Elite Milestones THE FINANCIAL HUB Financial Planning IRDA License NCDEX Membership Financial Planning Currency Derivatives NCDEX Membership Portfolio Management Currency Derivatives Portfolio Management Insurance Distributor BSE Membership BSE Membership Online Trading Online Trading Institutional Broking Institutional Broking Distribution Distribution Distribution NSE Derivative Membership NSE Derivative Membership NSE Derivative Membership MCX Membership MCX Membership MCX Membership Depository Participant (NSDL/CDSL) Depository Participant (NSDL/CDSL) Depository Participant (NSDL/CDSL) Depository Participant (NSDL/CDSL) Depository Participant (NSDL/ CDSL ) NSE Membership NSE Membership NSE Membership NSE Membership NSE Membership FY 1995 FY 2000 FY 2005 FY 2010 FY 2015 Elite Wealth Advisors Ltd Make Your Money Work For You

  7. Experienced Management Team Ravinder Parkash Seth Managing Director Ankur Seth Director Vindhyachal Prasad – Head Research Analyst Vikram Luthra– Chief Operating Officer Diwan Singh- Head, Depository Services JasminderSIngh– Chief Finance Officer AshishGoel- Sales Head PrakashParihar- Manager, Help Desk Praveen Poddar- VP, WMS Rajul Seth- AVP, Back-Office Dheeraj Bhatia – Finance Manager Sanjay Dutt Sharma- Compliance Officer Elite Wealth Advisors Ltd Make Your Money Work For You

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

  9. 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

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

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

  14. Delivered Projects Windsor Park, Indirapuram Windsor Green, Noida Elite Wealth Advisors Ltd Make Your Money Work For You

  15. Spring Field Tradex Tower Elite Wealth Advisors Ltd Make Your Money Work For You

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

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

  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:- • 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 www.elitestock.com

  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:- • 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

  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. NRI PMS Non – Discretionary PMS 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

  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 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 www.elitestock.com

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

  24. 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

  25. 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

  26. 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: info@elitewealth.in Elite Wealth Advisors Ltd Make Your Money Work For You

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

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