Investment Philosophy
Elite Wealth Limited follows a balanced, research-driven investment philosophy centered on consistency, diversification, and risk management:
- Research-Led Investing
Investment decisions are driven by fundamental analysis, sector insights, and ongoing market evaluation. - Client-Centric Approach
Portfolios are designed based on individual goals, risk appetite, and investment horizon. - Asset Allocation Focus
Emphasis on optimal allocation across asset classes as a key driver of returns and stability. - Blend of Growth & Stability
Combines equity exposure for growth with fixed income and alternatives for risk balance. - Diversified Portfolio Construction
Allocation across sectors, market caps, and asset classes to reduce concentration risk. - Active Portfolio Management
Continuous monitoring and timely rebalancing based on market conditions. - Risk Management Framework
Strong focus on capital preservation through disciplined execution and exit strategies. - Long-Term Wealth Creation
Aims to generate consistent, compounding returns over a long-term investment horizon.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Approach 2 Elite Value
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Elite Wealth Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹8.45 | -1.58 | -4.21 | 6.86 | 25.48 | 11.55 | 17.40 | 13.38 | 17.71 | 31.96 |
| Benchmark | NA | -3.10 | -1.56 | 2.23 | 7.71 | 7.95 | 12.75 | 9.93 | 13.18 | 10.45 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Ravinder Parkash Seth
An Electronics Engineer, he has worked on several projects in India and abroad. Having spent five years with ECIL (Electronic Corporation of India Ltd.) as a Computer Engineer, he then served the Ministry of Health Saudi Arabia at Dammam, as a Bio Medical Engineer for seven years. In the year 1990, he turned his dream into reality when he promoted the Elite Wealth Ltd. as a stock broking company with the idea of making peoples’ money work for them.
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