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What We Offer

Mutual Fund

What is a Mutual Fund?

Mutual Fund is essentially a mechanism of pooling together the savings of a large number of small investors for collective investment, with an avowed objective of attractive yields and capital appreciation, holding the safety and liquidity as prime parameters.

What is the advantage to the economy?

  • Channeling the savings of the public
  • Helps strengthen and develop a strong capital market
  • Thereby contributes to capital formation and the growth of the economy

What are the advantages to the investing public?

  • Professional Management |
  • Easy Liquidity |
  • Reduction / Diversification of Risk |
  • Reduction in transaction costs |
  • Return Potential |
  • Convenience and Flexibility |
  • Portfolio Diversification |
  • Well Regulated |
  • Investor Protection |
  • Switchover Facility |
  • Low Operating Costs |
  • Tax Benefit |

GOI Bonds

GOI (Government of India) bonds are low risk debt instruments issued by the Government of India against underlying assets of the government. The returns on investment (ROI) are generally low on these debts but are guaranteed of being repaid in fixed time intervals along with the interests. With extensive financial experience and high end market research facilities, we are able to find you 7.75% Savings GOI (Taxable) Bonds which are eligible for investment.

The bond will be issued in cumulative and non-cumulative form, at the option of the investor.

The Bond will bear interest at the rate of 7.75% per annum. Interest on non-cumulative bonds will be payable at half-yearly intervals from the date of issue.

Interest on cumulative bonds will be compounded with half-yearly rests and will be payable on maturity along with the principal.

PMS & Private Equity

Our range of services in private equity is directed towards raising private equity and venture capital for the clients’ from appropriate funding agencies. We help ensure proper structuring and presentation of the deal, establish viability of business model, approach and negotiate with private equity funds to obtain the best-possible deal. We partner with entrepreneurs of early and growth stage companies and help them identify the most appropriate source of capital to organically / inorganically grow their business. We leverage our domain knowledge to effectively position the client’s business to a wide network of relationships across private equity / Priequity / Private funds

We have a fund raising team that can help in structuring your capital requirements and arrange equity and / or debt funds for strategic growth initiatives. We can provide assistance in raising appropriate acquisition finance as well as helping to enhance or refinance existing operational and asset based financing options.We are aware of the issues concerning equity and debt financiers and believe that we bring considerable hands on experience in creative solutions for issues that arise in equity and debt financing negotiations. Whether representing an investor or an investee company, a lender or a borrower, we advocate our client’s interest. We can help maximise your business growth

Company Fixed Deposit

Due to rich industry skill and experience, we are keenly engaged in offering Company Fixed Deposit Service. Due to their timely completion and reliability, these services are broadly treasured and recommended. In addition to this, these services are delivered by us within the given span of time.

We offer selected FD Schemes of reputed companies, which have a better return than bank deposits with minimum, lock in period.

FDs are one of the oldest and most common methods of investing. When it comes to assured returns, choosing the right type of savings scheme makes all the difference. Fixed Deposits let you make the most of value-added benefits as you create wealth at low risk. Fixed Deposits in companies that earn a fixed rate of return over a period of time are called Company Fixed Deposits.

The deposit placed by investors with companies for a fixed term carrying a prescribed rate of interest is called Company Fixed Deposit. Financial institutions and Non-Banking Finance Companies (NBFCs) also accept such deposits. Deposits thus mobilised are governed by the Companies Act under Section 58A.



Equity Broking

We provide share dealing services that enable you to trade on NSE and BSE.

Companies divides there capital into units of equal denomination. Each unit is called a share or Equity share. These units are offered for sale to raise capital. This is termed as issuing shares. A person who buys share / shares of the company is called a shareholder, and by acquiring share or shares in the company becomes one of the owners of the company. Thus, a share is an indivisible unit of capital. It expresses the proprietary relationship between the company and the shareholder.

The denominated value of a share is its face value: the total capital of a company is divided into number of shares.

The income received from shares is called a dividend, and a person owning his shares is called a shareholder.

Life Insurance

Insurance, whether auto, home, or life, is the answer for a problem that has yet not surfaced. While it is human nature to believe that one will live a long & healthy life and that one will have enough time to address all issues in the future. The fact is, that things in life happen un-expectedly which no one can anticipate. Insurance is the solution that our family and business both deserve and expect.

We offer Life Insurance coverage with individual needs . We covered family to including spouse and children with Three Generation overeager. This insurance policy is perfect for the whole family and offers monetary recovery in case of unfortunate demise of any earning member. And also provide Retirement benefit along with Life cover.

we are involved in presenting to our customers’ world class Life Insurance Service. So as to furnish the detailed demands of our patrons, we spend some time with our clients to understand their needs with a motive to accomplish supreme level of client satisfaction.

General Insurance

Being one of the renowned enterprises, we are engrossed in presenting General Insurance Service to meet the detailed necessities of our clients. Provided services are delivered under the guidance of talented executives. Moreover, these could be modified to match with the varied desires of our patrons to accomplish their trustworthiness.

We are providing general insurance as health insurance, medical insurance,personal insurance, vehicle insurance, life insurance, travel insurance, home insurance, accident insurance, fire insurance, goods insurance etc. Insurance services.

General insurance is the insurance of all things except life insurance. It encompasses property insurance, against damage due to fire, flood, vandalism etc. It is necessary that you get an insurance done for your property because it would help to mitigate your loss in case of a disaster.

Choosing an insurance policy is important because depending on the amount you are insured, you will be getting compensation.

Home Loan

Home Loan Balance Transfer involves the process of transferring your existing Home Loan account to another bank or NBFC. People usually opt for a Balance Transfer if they come across a financial institution offering a lower rate of interest and attractive top up loans. To opt for one, all you need to do, is calculate your savings on Home Loan Balance Transfer and fill an online Home Loan Balance Transfer application form. How it helps?

Transferring your loan helps you in the following ways

  1. Lowers your loan repayments by paying lower monthly instalments
  2. You can utilize the savings from the interest, for spending it on other requirements.
  3. Attractive interest rates that make your Home Loan much more affordable and easier on your pocket.
  4. Customised repayment options to suit your needs.
  5. Get high Top-up at lower interest rates.

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Contact Information

Phone Number

9892035454

Email Address

elitefinancialservicesdadar@gmail.com

Location

14/108, 1st Floor, Mukund Mansion, Ranade Road, Opp. Nakashtra Mall, Dadar - Mumbai - 400 028 West

Important Links

  • CAMS
  • KARVY
  • SUNDARAM
  • FRANKLIN

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