PORTFOLIO Re-engineering is the art and science of making decisions about Investment mix with Right Entry and Exit points based on Fundamental and Technical analysis.
Passive management has the following characteristics:
Follow a predetermined investment strategy that is invariant to market conditions or
Do nothing
Let the chips fall where they may
SWOT Analysis of Portfolio
Stock wise fundamental and technical analysis
Active management:
Requires the periodic changing of the portfolio components as the manager’s outlook for the market changes
Portfolio
BUILDING
Over the decades its proved that investment in good quality blue-chip stocks of Large and Mid-cap delivered handsome returns to investors in longer term horizon. For such customers, we are offering portfolio builder plan, where we can start building Portfolio with regular investment with long term view.
The 5 Steps of Portfolio Builder Plan
Trends: Explain the basic principles of finance (Cyclic Trends)
ROI: Set portfolio objectives (ROI Expectations)
Quarterly Return on Investment (ROI) report
Investment Strategy: Formulate Delivery/F&O Ratio
Game Plan: Have a game plan for portfolio revision
Evaluate performance and execute Entry/Exit as per technical charts and fundamental analysis
FUND management (MIS)
Monthly Income Scheme
Managing the funds of client in Elite’s DEMAT account and executes trades in F&O segments. The fund is used to execute various Transactions based on F&O Hedging strategies. Hedging strategy ensures capital protection and consistent positive returns.
Client signs an agreement with Fund manager and agreed upon fixed returns
Proven track record is annual returns above 20% for past 3 yrs
Steady Income every month
Guaranteed monthly returns and payout releases every month
Investment duration: Min. 1 year
Minimum Investment amount: Rs. 5 Lakhs
Fund manager shares monthly returns details along with monthly payout.
Physical Shares
Conversion
Physical shares are non-tradable, and many customers have kept Old share certificate paper in their files/lockers. SEBI has banned Transfer of physical form of shares. All such papers has zero value, Unless paper gets converted in electronic form of shares (DEMAT)
Physical Shares->DEMAT Conversion
Need a complete list of physical shares in excel form
Our team will identify RTA for all those companies and will maintain the track of all shares, quantity, RTA contacts, etc.
Provide details in all desired forms and letter formats
Communication to RTA on client’s behalf and ensure, client’s time is saved
Manager all forms of written communication as per standard letter formats: NOC, Affidavit, Change in name, etc.
Continuous follow-up with Share transfer agent to ensure shares get transferred to client’s DMAT account
