Our Advisory Plans
We are providing annual plans with Minimum Suggested Capital & Commitment Tenure
Elite Equity Lumpsum
Elite Equity Custom
Elite Equity Lumpsum
For pricing and other equity investment-related queries, get in touch with our advisors at toll-free no.
ELITE SILVER
₹ 15,000/ Year
Investable corpus :
5-9 Lakhs
| Qtr-1 | ₹ 10,500 | ₹ 12,000 |
| Qtr-2 | ₹ 1,500 | |
| Qtr-3 | ₹ 1,500 | Rs. 3,000 |
| Qtr-4 | ₹ 1,500 |
ELITE GOLD
₹ 25,000/ Year
Investable corpus :
10-25 Lakhs
| Qtr-1 | ₹ 17,500 | ₹ 20,000 |
| Qtr-2 | ₹ 2,500 | |
| Qtr-3 | ₹ 2,500 | ₹ 5,000 |
| Qtr-4 | ₹ 2,500 |
ELITE PLATINUM
₹ 50,000/ Year
Investable corpus :
25-50 Lakhs
| Qtr-1 | ₹ 35,000 | ₹ 40,000 |
| Qtr-2 | ₹ 5,000 | |
| Qtr-3 | ₹ 5,000 | ₹ 10,000 |
| Qtr-4 | ₹ 5,000 |
ELITE DIAMOND
₹ 1,00,000/ Year
Investable corpus :
50 Lakhs to 1 Crore
| Qtr-1 | ₹ 70,000 | ₹ 80,000 |
| Qtr-2 | ₹ 10,000 | |
| Qtr-3 | ₹ 10,000 | ₹ 20,000 |
| Qtr-4 | ₹ 10,000 |
Elite Equity Custom
ELITE EQUITY ADVISORY
Suitable for investors with an investible corpus of more than 1 crore who want unbiased, fee-only, and prudent investment advice to help them better manage their portfolios.
Note: Fees are to be paid in two instalments and in advance.
Why our portfolio ?
Maximize returns & reduce your expenses with Elite Equity Portfolio
SEBI Registered
INA200015246
Experience
37 Years of Collective Experience
Investment Strategy
Quality Growth
MINIMUM suggested CAPITAL & COMMITMENT TENURE
Minimum suggested capital
Rs. 10 Lakh+
Minimum commitment period
5 YEARS
WHAT SHOULD YOU EXPECT?
We provide you with holistic services starting from
- Restructuring your existing portfolio/ building your portfolio;
- Closely monitoring your portfolio to capture and incorporate any fundamental changes in stocks;
- Rebalancing your portfolio based on market moves and our analysts’ calls.
- We will keep you updated on changes and regularly communicate on our views about the markets along with outlook.
