;
info@investelite.in

9294509999

Whatsapp
KYC RISK TRACKSHEET BANK DETAIL CILENT LOGIN
Number Of Client's Complaints
Total complaints since Inception- 06
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 31 December 2022

Spend 20 Minutes With Us.

Every client journey begins with a conversation. To discover whether investelite research investment advisor is fit for your financial planning needs, call us to schedule a quick, completely free, low-risk call with an advisor. It’s that easy, seriously!

+91-9294509999
By submitting my details, override my NDNC registration and authorise investelite research investment advisor and its representatives to contact me through call, SMS, WhatsApp or E-mail. I further consent to share my information on confidential basis with third parties for evaluating and processing this proposal.

Our Services

Card image Card image
Investment Advice
Read More
Card image Card image
Elite Reports
Read More

Who We Are?

Investelite Research Investment Advisor 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.

Read More

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.

Read More

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.

Read More

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

Blog Image
What is Budget? And all about budget?
Read More
Blog Image
Sah Polymers IPO share allotment expected today. Here's how to check your s
Read More
Blog Image
Sebi permits government stake in IDBI Bank to be reclassified as 'public' a
Read More
Blog Image
IPO fundraising halves to Rs 59,412 crore in 2022 amid volatile market, mut
Read More

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

myfxbook.com economic calendar widget - Start
myfxbook.com economic calendar widget - End

TESTIMONIALS

Daleep Yadav

Friendly approach while solving the complex problem of market.

Working Star Ratings
 Has given a rating of 5 star's

Anshul gaikwad

Training programme is the best part of Investelie Research.

Working Star Ratings
 Has given a rating of 5 star's

virendra

Proactively served during volatile market & indifferent situations.

Working Star Ratings
 Has given a rating of 3 star's

Amit

Active listening along with sound knowledge of financial support.

Working Star Ratings
 Has given a rating of 4 star's

Paresh Joshi

Proactively served during volatile market & indifferent situations.

Working Star Ratings
 Has given a rating of 5 star's

Amol

My Analyst is now a part of my family, Feels great and happy.

Working Star Ratings
 Has given a rating of 5 star's

Raaj Desarda

Training programme is the best part of Investelie Research.

Working Star Ratings
 Has given a rating of 5 star's

Prasad Rao

Active listening along with sound knowledge of financial support.

Working Star Ratings
 Has given a rating of 4 star's

Sunil Kumar Gupta

Friendly approach while solving the complex problem of market.

Working Star Ratings
 Has given a rating of 5 star's

kishore Patel

Friendly approach while solving the complex problem of market.

Working Star Ratings
 Has given a rating of 5 star's

ARUP DAS

Active listening along with sound knowledge of financial support.

Working Star Ratings
 Has given a rating of 5 star's

jabasheela nadar

My Analyst is now a part of my family, Feels great and happy.

Working Star Ratings
 Has given a rating of 5 star's

anita mandloi

Much of a customer centric approach from the top management.

Working Star Ratings
 Has given a rating of 5 star's

PRAVEEN KUMAR

Friendly approach while solving the complex problem of market.

Working Star Ratings
 Has given a rating of 5 star's

V Pradeep

My Analyst is now a part of my family, Feels great and happy.

Working Star Ratings
 Has given a rating of 5 star's

Hira Ballabh

Active listening along with sound knowledge of financial support.

Working Star Ratings
 Has given a rating of 5 star's

Alok Rawan Mohanta

Active listening along with sound knowledge of financial support.

Working Star Ratings
 Has given a rating of 5 star's

D S Patil

Friendly approach while solving the complex problem of market.

Working Star Ratings
 Has given a rating of 4 star's

Vikash kumar

Training programme is the best part of Investelie Research.

Working Star Ratings
 Has given a rating of 5 star's

Vasanti S Shetty

Active listening along with sound knowledge of financial support.

Working Star Ratings
 Has given a rating of 3 star's

GURPREET SINGH REEHA

Active listening along with sound knowledge of financial support.

Working Star Ratings
 Has given a rating of 5 star's

MINTU ROY

Much of a customer centric approach from the top management.

Working Star Ratings
 Has given a rating of 4 star's

Anil Kamble

Proactively served during volatile market & indifferent situations.

Working Star Ratings
 Has given a rating of 4 star's

Hari

My Analyst is now a part of my family, Feels great and happy.

Working Star Ratings
 Has given a rating of 4 star's

Riya sharma

Investelite Research Accuracy & strategy part is growing my investment

Working Star Ratings
 Has given a rating of 5 star's

ankita

Training programme is the best part of Investelie Research.

Working Star Ratings
 Has given a rating of 5 star's

Sudhanshu gupta

Proactively served during volatile market & indifferent situations.

Working Star Ratings
 Has given a rating of 5 star's

T N VIDYASAGAR

My Analyst is now a part of my family, Feels great and happy.

Working Star Ratings
 Has given a rating of 4 star's

Yashasvi Manjrekar

Investelite Research Accuracy & strategy part is growing my investment

Working Star Ratings
 Has given a rating of 5 star's

Sunil Thanki

My Analyst is now a part of my family, Feels great and happy.

Working Star Ratings
 Has given a rating of 5 star's

BISHWANATH DAS GUPTA

Proactively served during volatile market & indifferent situations.

Working Star Ratings
 Has given a rating of 5 star's

Prashant Wasnik

Investelite Research Accuracy & strategy part is growing my investment

Working Star Ratings
 Has given a rating of 5 star's

SAGAR DIPAK GAWANDE

Active listening along with sound knowledge of financial support.

Working Star Ratings
 Has given a rating of 5 star's

SAGAR DIPAK GAWANDE

Active listening along with sound knowledge of financial support.

Working Star Ratings
 Has given a rating of 5 star's

RAM MEHAR

My Analyst is now a part of my family, Feels great and happy.

Working Star Ratings
 Has given a rating of 5 star's

Ganesh subhashrao gh

Proactively served during volatile market & indifferent situations.

Working Star Ratings
 Has given a rating of 5 star's

Kamal kumar

My Analyst is now a part of my family, Feels great and happy.

Working Star Ratings
 Has given a rating of 5 star's

Alex Rosario

Training programme is the best part of Investelie Research.

Working Star Ratings
 Has given a rating of 5 star's

Rama vasudevan

Proactively served during volatile market & indifferent situations.

Working Star Ratings
 Has given a rating of 5 star's

Sunita ASHOK POPTAN

Friendly approach while solving the complex problem of market.

Working Star Ratings
 Has given a rating of 5 star's

ANGURBALA MONDAL

My Analyst is now a part of my family, Feels great and happy.

Working Star Ratings
 Has given a rating of 4 star's

Vinod Kumar Bhola

Active listening along with sound knowledge of financial support.

Working Star Ratings
 Has given a rating of 5 star's

HIMMAT SINGH

My Analyst is now a part of my family, Feels great and happy.

Working Star Ratings
 Has given a rating of 5 star's

Rishabh

Training programme is the best part of Investelite Research.

Working Star Ratings
 Has given a rating of 5 star's

manoj gupta

Training programme is the best part of Investelite Research.

Working Star Ratings
 Has given a rating of 5 star's

VIPUL RAMESHCHANDRA

Proactively served during volatile market & indifferent situations.

Working Star Ratings
 Has given a rating of 5 star's

Kirti Singh

Training programme is the best part of Investelite Research.

Working Star Ratings
 Has given a rating of 5 star's

sandeep yadav

Investelite Research Accuracy & strategy part is growing my investment

Working Star Ratings
 Has given a rating of 5 star's

pooja

Investelite Research Accuracy & strategy part is growing my investment

Working Star Ratings
 Has given a rating of 5 star's

anoop gautam

Active listening along with sound knowledge of financial support.

Working Star Ratings
 Has given a rating of 5 star's

sandeep yadav

Training programme is the best part of Investelite Research.

Working Star Ratings
 Has given a rating of 5 star's

anoop kumar gautam

Active listening along with sound knowledge of financial support.

Working Star Ratings
 Has given a rating of 5 star's

Anshul gaikwad

Investelite Research Accuracy & strategy part is growing my investment

Working Star Ratings
 Has given a rating of 5 star's

agraj Shukla

Active listening along with sound knowledge of financial support.

Working Star Ratings
 Has given a rating of 5 star's

Palak kumar

My Analyst is now a part of my family, Feels great and happy.

Working Star Ratings
 Has given a rating of 5 star's

Sanchit

Friendly approach while solving the complex problem of market.

Working Star Ratings
 Has given a rating of 5 star's

Kamlesh Rathi

Active listening along with sound knowledge of financial support.

Working Star Ratings
 Has given a rating of 5 star's

Gaurav Maheshwari

Proactively served during volatile market & indifferent situations.

Working Star Ratings
 Has given a rating of 5 star's

anup

Active listening along with sound knowledge of financial support.

Working Star Ratings
 Has given a rating of 5 star's

Sara

My Analyst is now a part of my family, Feels great and happy.

Working Star Ratings
 Has given a rating of 5 star's

K R Kalyana Sastry

My Analyst is now a part of my family, Feels great and happy.

Working Star Ratings
 Has given a rating of 4 star's

Ajay sharma

Investelite Research Accuracy & strategy part is growing my investment

Working Star Ratings
 Has given a rating of 5 star's

MORO

Training programme is the best part of Investelite Research.

Working Star Ratings
 Has given a rating of 5 star's

Azliza binyi Ahmad

Friendly approach while solving the complex problem of market.

Working Star Ratings
 Has given a rating of 4 star's

gBqsPxAZ

Active listening along with sound knowledge of financial support.

Working Star Ratings
 Has given a rating of 4 star's

ZAP

Active listening along with sound knowledge of financial support.

Working Star Ratings
 Has given a rating of 5 star's

Vikalp

Investelite Research Accuracy & strategy part is growing my investment

Working Star Ratings
 Has given a rating of 5 star's

Rahul

Investelite Research Accuracy & strategy part is growing my investment

Working Star Ratings
 Has given a rating of 5 star's

Rahul

Investelite Research Accuracy & strategy part is growing my investment

Working Star Ratings
 Has given a rating of 5 star's

ZAP

Active listening along with sound knowledge of financial support.

Working Star Ratings
 Has given a rating of 5 star's

ZAP

Active listening along with sound knowledge of financial support.

Working Star Ratings
 Has given a rating of 5 star's

heeral

Active listening along with sound knowledge of financial support.

Working Star Ratings
 Has given a rating of 5 star's

Abdullah

My Analyst is now a part of my family, Feels great and happy.

Working Star Ratings
 Has given a rating of 4 star's

RATING AND REVIEW

5
77.92%
4
15.58%
3
2.60%
2
0.00%
1
3.90%