Elite Wealth Limited
Empowering Wealth Creation Since 1990
A premier financial services firm dedicated to delivering comprehensive wealth management solutions for individuals and institutions.
About Elite Wealth Limited
Elite Wealth Limited, fondly known as Elite Wealth, stands as a beacon of financial excellence in New Delhi, India. Established in 1990, we are a premier financial services firm dedicated to delivering comprehensive wealth management solutions for individuals and institutions. With over 34 years of experience and a client base exceeding 42,000, our customer-centric philosophy ensures your financial aspirations are realized, with one clear goal: making your money work for you.
Memberships and Registrations
Affiliated with:
- National Stock Exchange (NSE)
- Bombay Stock Exchange (BSE)
- Multi Commodity Exchange (MCX)
- National Commodity & Derivatives Exchange (NCDEX)
Registered with:
- SEBI: As a Portfolio Management Services (PMS) Provider and Research Analyst
- NSDL and CDSL: As a Depository Participant
- AMFI: For mutual fund and financial planning product distribution
- PFRDA: As a National Pension System (NPS) Point of Presence
- RERA: For real estate consultancy
Subsidiary and Associate
Through our subsidiary, Elite Insurance Brokers Pvt. Ltd., registered with IRDA, we offer a diverse range of insurance solutions. Our associate company, Elite Realty, extends our legacy of trust by providing handpicked real estate opportunities in Noida and Gurgaon, catering to commercial and residential needs with a focus on value, growth, and quality.
Our Services
Elite Wealth Limited offers a robust suite of services designed to empower your financial journey:
- Investment Solutions: Tailored investment options for individuals and institutions, accessible online and offline, covering capital market transactions, financial planning, and wealth management.
- Real Estate Consultancy: Expert guidance on property investments, registered under RERA, with a focus on strategic commercial and residential opportunities.
- Insurance Services: Comprehensive life, health, and general insurance products through Elite Insurance Brokers Pvt. Ltd.
Why Choose Elite Wealth?
- Customer-Centric Approach: Personalized services tailored to your unique financial goals.
- Technology-Driven: Cutting-edge technology for seamless and efficient financial solutions.
- Proven Expertise: Over 34 years of experience serving more than 42,000 clients.
- Commitment to Growth: Dedicated to helping you grow your wealth with integrity and innovation.
Mobile Applications: Invest Smart, Trade Easy
Elite Empower
The Next Generation Mobile Trading App
[Placeholder for Elite Empower App Image: Three smartphones displaying the Elite Empower app interface with charts and trading options]
- Quick Buy & Sell of Stocks
- Apply in ongoing and upcoming IPOs
- Check ongoing SGB, Buyback, and Right Issues with live market price
- Easy Fund Transfer
- Update your KYC details
- Stock Buckets
Available on Google Play and App Store
Elite Kuber
Your Mutual Fund Companion
[Placeholder for Elite Kuber App Image: Smartphone displaying the Elite Kuber app interface with mutual fund options]
- Paperless Investing
- Instant SIP
- Access Best Performing Schemes
Available on Google Play and App Store
Our Financial Footprint
As of 31st March 2025, Elite Wealth manages significant assets across various services:
Depository Participant AUM
| Particular | Total Client | Client with holding | Nil holding client | Promoter Holding (Cr.) | Other Holding (Cr.) | Total Holding (Cr.) |
|---|---|---|---|---|---|---|
| NSDL-DP AUM | 41560 | 14493 | 27067 | 8512 | 2002 | 10514 |
| CDSL-DP AUM | 1374 | 475 | 899 | 0 | 44 | 44 |
| Total DP AUM (31.03.25) | 42934 | 14968 | 27966 | 8512 | 2046 | 10558 |
Trading Data (Registered Clients as per NSE UCC)
| Particular | Total Client | Active Client | Inactive Client | Closed Client |
|---|---|---|---|---|
| As on 31st March 2025 | 36658 | 7597 | 23551 | 5510 |
Mutual Fund AUM (FY 24-25)
| Particular | Total Clients | Equity (Cr.) | Debt (Cr.) | Total (Cr.) |
|---|---|---|---|---|
| FY 24-25 (31.03.2025) | 3450 | 330.06 | 11.42 | 341.48 |
PMS AUM (FY 24-25)
| Particular | No. of Clients | AUM (Cr.) |
|---|---|---|
| FY 24-25 (31.03.25) | 19 | 23.99 |
NPS Subscribers
| Particular | No. of Client |
|---|---|
| Corporate Subscriber | 1228 |
| Individual Subscriber | 975 |
| Total | 2203 |
Insurance Business
| Particular | FY 24-25 No. Cases | FY 24-25 Net Income | FY 23-24 No. Cases | FY 23-24 Net Income |
|---|---|---|---|---|
| Health Insurance | 80 | 351913 | 93 | 400827 |
| Motor Insurance | 119 | 294987 | 114 | 219870 |
| General Insurance | 45 | 103527 | 63 | 100432 |
| Life Insurance | 343 | 1511142 | 275 | 2753523 |
| Total | 587 | 2261565 | 545 | 3474652 |
Our Journey: Milestones
A Legacy of Growth and Innovation
| Year | Milestone |
|---|---|
| 1990 | Began as Elite Stock Management Pvt. Ltd., partnering with Prabhudas Lilladher Pvt. Ltd. |
| 1991 | Established a Portfolio Management Centre in New Delhi with Dalal Street Journal Group. |
| 1992 | Launched Equity Research Division for client portfolio support. |
| 1995 | Joined NSE and rebranded to Elite Stock Management Ltd. |
| 2000 | Became a Depository Participant with NSDL. |
| 2001 | Became a Trading Member for NSE derivatives. |
| 2002 | Launched Distribution Division for investment products and mutual funds. |
| 2003 | Expanded with multiple branches in Delhi and NCR. |
| 2004 | Became a Self-Clearing Member for NSE derivatives. |
| 2005 | Joined MCX as Elite Comtrade Pvt. Ltd., later merged into Elite Wealth Ltd. |
| 2006 | Attained BSE membership. |
| 2008 | Secured PMS license and MCX-SX Currency Derivatives membership. |
| 2010 | Launched PMS and Financial Planning services. |
| 2011-2012 | Rebranded to Elite Stock and Wealth Management Ltd., then Elite Wealth Advisors Ltd. |
| 2015 | Launched Elite Insurance Brokers Pvt. Ltd. with IRDA approval. |
| 2020 | Rebranded to Elite Wealth Ltd. |
| 2022 | Began real estate consultancy services. |
| 2023 | Became a Self-Clearing Member for NSE Currency Derivatives. |
Elite Realty: Redefining Real Estate Excellence
Elite Realty, an associate of Elite Wealth Limited, embodies our commitment to excellence in real estate. Backed by over three decades of trust, Elite Realty curates exceptional property opportunities in Noida and Gurgaon, blending value, growth, and quality. Whether it’s a strategic commercial space, a high-yield investment, or a dream residential home, Elite Realty transforms aspirations into reality with unparalleled expertise and dedication.
Real Estate Ventures
Building Dreams, Creating Value
Our Managing Director, Mr. Ravinder Parkash Seth, has been a visionary promoter of the following iconic real estate projects:
| Year | Project |
|---|---|
| 2000 | Sri Ram Plaza (139 Sq. M.), Vaishali, Ghaziabad |
| 2001 | Uma Arcade (139 Sq. M.), Vaishali, Ghaziabad |
| 2000-2003 | Tradex Tower-I (32,000 Sq. Ft.), Noida |
| 2003-2006 | Tradex Tower-II (32,000 Sq. Ft.), Noida |
| 2006 | Windsor Green (164 Apartments), Sector 50, Noida |
| 2007 | Golf Vista Society (144 Apartments), Greater Noida |
| 200x | Gokul Apartment (74 Apartments), Sector 11, Dwarka, New Delhi |
| 200x | Windsor Park (825 Apartments), Indirapuram, New Delhi |
| 200x | Springfields (325 Apartments), Greater Noida |
| 2016 | Tradex Tower (64,000 Sq. Ft.), Sector 125, Noida |
| 2012-2024 | Piccasso Center (3.25 Lakh Sq. Ft.), Gurugram |
Our Revenue Streams
Elite Wealth Ltd. drives value through five key pillars:
- Brokerage Operations: Comprehensive services in equities, commodities, and currency markets, with 36,658 registered clients (7,597 active as of 31st March 2025).
- Depository Services: Secure management of financial securities.
- Wealth Management Services: PMS, mutual funds, NCDs, and more.
- Real Estate Consultancy: Expert guidance on property investments.
- Insurance Services: Diverse insurance solutions via Elite Insurance Brokers Pvt. Ltd.
Our Technological Backbone
Elite Wealth leverages a robust IT infrastructure to deliver seamless services:
- Lease Lines: 3 NSE, 2 BSE, 1 MCX, 1 NCDEX, and 3 Internet lease lines.
- Hardware: 34 servers, 46 laptops, 90 computers, and 10 printers.
Our Leadership Team
Meet the Visionaries Behind Our Success
Managing Director:
Ravinder Parkash Seth
Chief Operating Officer:
Dheeraj Bhatia
Head, Wealth Management and Financial Planning:
Praveen Poddar
Head, PMS & Research:
Vindhyachal Prasad
Head, Depository Services & Customer Support:
Diwan Singh
Head, Digital & Marketing:
Sourabh Mishra
Head, IT & Networking:
Siddharth Pandey
Manager, Real Estate & Legal:
Lalit Kumar Tanwar
Manager, Human Resource:
Sangeetha Govindam
Manager, Principal Officer Insurance:
Dinesh Joshi
Company Secretary:
Manikanth Giri
Our Workforce
With a total of 94 employees, our team is structured to deliver excellence:
- Broking: 47 employees (Front Office, RMS, IT, Research, Backend)
- Wealth & Insurance: 18 employees
- Other Functions: 13 employees (Marketing, HR, Company Secretary, Maintenance)
- Outsourced & Support: 10 employees