Number Of Client's Complaints | |||||||
---|---|---|---|---|---|---|---|
Total complaints since Inception- 07 | |||||||
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 | 1 | 0 | 1 | NONE |
* Updated Data as on 31 October 2024
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!
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 MoreStock 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.
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.
• Minimum Investment: Rs. 500/-
• Return: 7.9%
• Time Horizon: 15 Years
• Benefits: No Income Tax on Intrest
• Minimum Investment: Rs. 500/-
• Return: 6%
• Time Horizon: 7 Days to 10 Years
• Benefits: Higher interest rates than certificates of deposit, money market funds.
• 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.
• Minimum Investment: Rs. 1500/-
• Return: 7.7%
• Time Horizon: 5 Years
• Benefits: Investments in Post Office MIS does not fall under section 80C.
• Minimum Investment: Rs. 500/-
• Return: 10.25-12.88%
• Time Horizon: -
• Benefits: Higher Returns than FD.
• Minimum Investment: Rs. 500/-
• Return: 6.68-17.51%
• Time Horizon: -
• Benefits: Passive management low expense broad diversificaton.
• Minimum Investment: Rs. 500/-
• Return: 13.33-24.13%
• Time Horizon: -
• Benefits: Steady & Low Risk Return
• Minimum Investment: Rs. 500/-
• Return: 9-15%
• Time Horizon: -
• Benefits: Higher Interest Rate
Value plan helps trader to gain trust & knowledge by taking nominal amount of risk.
Read More• 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.
Focused approach to bring out the best for each one of our client is indeed a key feature of Prime Plan.
• 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.
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