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KYC RISK TRACKSHEET BANK DETAIL
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 31 March 2021

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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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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“Stocks In Focus Today 06-04-2021” – Investelite Research
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“Stocks In Focus Today 01-03-2021” – Investelite Research
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“Stocks In Focus Today 08-02-2021” – Investelite Research
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“Stocks In Focus Today 22-01-2021” – Investelite Research
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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 2019

IPO
Issuer Company Antony Waste Handling Cell Ltd
Exchange BSE, NSE
Open 2020-03-04
Close 2020-03-06
Lot Size 50
Issue Price (Rs) 295 to 300
Issue Size (Rs Cr) 206.00
Listing Date 2020-03-17
IPO
Issuer Company SBI Cards and Payment Services Ltd
Exchange BSE, NSE
Open 2020-03-02
Close 2020-03-05
Lot Size 19
Issue Price (Rs) 750 to 755
Issue Size (Rs Cr) 10,354.77
Listing Date 2020-03-16

Economic Calander

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TESTIMONIALS

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

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

Vikash kumar

Training programme is the best part of Investelie Research.

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

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

RATING AND REVIEW

5
76.12%
4
14.93%
3
2.99%
2
0.00%
1
5.97%

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