; Dear client you can also check all your details ( agreement, RPM, suitability Report and invoice) in client login with your Registered Contact number.
info@investelite.in

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KYC RISK TRACKSHEET BANK DETAIL CILENT LOGIN
Number Of Client's Complaints
Total complaints since Inception- 05
At The Beginning Of The Month Received During The Month Resolved During The Month Pending At The End Of The Month Reasons For Pendency
0 0 0 0NONE

* Updated Data as on 30 April 2022

Our Services

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Investment Advice
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Elite Reports
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Lite App
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Who We Are?

Investelite Research is a SEBI registered Investment Adviser under the SEBI act (Investment Advisers) Regulations 2013. From the very beginning, Investment advice has been the cornerstone of our firm; in our early days, we had the reputation of having a deep level of market knowledge and experience in generating wealth over the years. We continue to leverage that experience in providing the best experience to our clients. We are dedicated to client satisfaction and continue to work harder for creating wealth through our deep research.

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What We Do

Stock market is for all but risk appetite is different of every trader/Investor. It's better to understand Risk before returns of market products. Investelite has designed an automated risk profile to know your Suitable products.

Step 1 - Know your Risk (You can fill is by yourself or our certified team will help you to know your risk score)

Step 2 - Choose your product (Suitability report helps to understand the suitable product for your investment)

Step 3 - Service details / Agreements Understand the details of products and company & acknowledge the Same through electronic mode or by sending physically of it.

step 4 - KYC (Only share your PAN and DOB)

Step 5 - Make payment of selected product & start your services.

Product Suitability

The suitability of investment products will depend upon the risk tolerance of the investor. Investelite provides investment advise based on the financial goal as well as on the basis on risk profiling. Investment product is based on the risk assessment which can be categorised as Low, Medium & High Risk.


Know Your Risk

Public Provident Fund - PPF

• Minimum Investment: Rs. 500/-

• Return: 7.9%

• Time Horizon: 15 Years

• Benefits: No Income Tax on Intrest

Bank Fixed
Deposit

• Minimum Investment: Rs. 500/-

• Return: 6%

• Time Horizon: 7 Days to 10 Years

• Benefits: Higher interest rates than certificates of deposit, money market funds.

Kisan Vikas
Patra

• Minimum Investment: Rs. 1000/-

• Return: 7.6%

• Time Horizon: 9 Years 3 Month

• Benefits: Individuals can avail of a loan against their investment in the Kisan Vikas Patra scheme.

Post Office Monthly Income Scheme

• Minimum Investment: Rs. 1500/-

• Return: 7.7%

• Time Horizon: 5 Years

• Benefits: Investments in Post Office MIS does not fall under section 80C.


Banking / PSU Fund

• Minimum Investment: Rs. 500/-

• Return: 10.25-12.88%

• Time Horizon: -

• Benefits: Higher Returns than FD.

Passive Index Fund

• Minimum Investment: Rs. 500/-

• Return: 6.68-17.51%

• Time Horizon: -

• Benefits: Passive management low expense broad diversificaton.

Large Cap Fund

• Minimum Investment: Rs. 500/-

• Return: 13.33-24.13%

• Time Horizon: -

• Benefits: Steady & Low Risk Return

Bond Fund

• Minimum Investment: Rs. 500/-

• Return: 9-15%

• Time Horizon: -

• Benefits: Higher Interest Rate


Equity
Shares

Safety First

Value plan helps trader to gain trust & knowledge by taking nominal amount of risk.

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Mid-cap Fund
Small-cap Fund

• Minimum Investment: Rs. 500/-

• Return: 14.91-17.99%

• Time Horizon: - 3 Years

• Benefits: Offer a whole host of high, medium and low-risk investment options under the same policy.

Cash Product, Derivative Product

Class Matters

Focused approach to bring out the best for each one of our client is indeed a key feature of Prime Plan.

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Unit Linked Insurance Plans (ULIPs)

• Minimum Investment: Rs. 500/-

• Return: 16.1-18.4%

• Time Horizon: - 5 Years

• Benefits: The invested amount offers tax deduction under Section 80C, but gains are taxable.

OUR BLOGS

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A Working Mother’s Guide To Long Term Investing
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6 ways to reduce investment risk on your portfolio
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What factors to consider when buying or selling stock ?
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LIC IPO to open on May 4th 2022
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LATEST UPDATE

2020-03-09

Yes Bank

Yes Bank share price rose 30 percent in early trade on March 9 as State Bank of India (SBI) is likely to pick up 49 percent stake in former.


2020-03-02

Bajaj Auto total domestic sale

Bajaj Auto's total domestic sales, which include two-wheelers and commercial vehicles (CV), saw a year-on-year decline of 24% to 2,21,706 units in February. However, exports during the month rose 9% YoY.


IPO 2022

Economic Calander

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