elitemedicos is an ambitious and leading financial advisory company based in India. We specialize in managing finances specially for doctors. Our combined experience into advisory and investment is years. Our key to success is customer oriented approach along with high quality advices.
The firm focuses on advising, consulting and planning wealth for resident Indians and non-residents. Its investment advices are quality and time-tested and based on client's risk appetite.
We can help our clients in following areas:
This is done irrespective of wherever you are. We are open anytime, wherever you are.
An average Indian family needs in excess of Rs 6 Crores to meet all their future aspirations! We help you to identify, prioritize and quantify your Future Goals and then we work with you to reach there!
On Average we increase our Customer's saving by 21% by using properiatory technology to analyse right from those little restaurant spends to money draining financial investments!
We make best of Modern Finance & Technology work for you. Basis Your Goals, Risk profile & Financial details we run over 15 million simulations to create a custom portfolio that meets Your needs!
97% of Emergencies result in financial bankruptcy for the family. Our Customers are financially prepared to face emergencies like Loss of job, hospitalization and loss of life
Effective financial management needs continuous hand holding for life. We review your financial plan every 6 months and continuously make dynamic adjustments to reach your financial goals.
All aspects of finances are interconnected in life. They don't exist in silos which is why we made One platform to build, implement and manage all your financial decisions.
Retirement planning is must for a happy post-retirement life without compromising on your living standards. Rising inflation & high cost of living has made retirement planning in India an important aspect of financial planning.
We know that you love your child a lot and you are little worried about his/her future but we also know that you’ll do your best to get the best child investment plans and give your kid a bright future. We want to assure you that we are there with you at this stage also; to plan and to provide best for your child.
Tax planning is the analysis of one's financial situation from a tax efficiency point of view so as to plan one's finances in the most optimized manner. Tax planning allows a taxpayer to make the best use of the various tax exemptions, deductions and benefits to minimize their tax liability over a financial year.
we clear all your doubts and queries at length so that you understand how your money is being managed and you become financially smart.
Yes, our proprietary platform, elitemedicos provides the option for customers to not only Plan, but also to transact online to buy/sell financial products.
We advise on equity, however the exposure to equity is primarily through Mutual Funds. We do asset allocation driven investments that require exposure to asset classes based on weightage. Mutual Funds do a much better job of conforming to asset allocation based investments. There are two type of risks:
Therefore, Mutual Funds reduce Market Risk as it has diversifying nature.
Portfolio Investments – We mix all the asset classes to diversify your investment,
so that you get exposure to different types of asset classes.
Depending on the goals we advise Real Estate, but not as an investment avenue. If the client has a home buying goal, we first analyze the finances and then advice on it accordingly.
NO, we don’t help in tax filing. We only help you in tax planning i.e understanding your tax gaps and minimizing your tax burdens by suggesting you tax saving schemes.
It would be sad not to be with you in your financial journey. However, in the rare instance you are unhappy with our service, we would need you to send us a mail with the reason why you want to discontinue our services post which we will freeze your account.
To be able to deliver unbiased financial life management solutions, to every Indian, irrespective of their income.
The NRIs can invest through the NRE or the NRO account. They can route their investments into MF’s through these accounts.
No, we don’t provide offline services. However, we have our Certified Financial Planners who will be guiding you continuously.
yes we have mobile app, details will be sent to you on your registration
Though there is no compulsion that we have to be registered with SEBI, we are under the process of registration. It will take a few months from now. However, our investment advice is completely routed through mutual funds and we are registered with AMFI. We have our own ARN Number.
No, there are no minimum amounts for investments, because we fundamentally believe that everyone has the right to invest, irrespective of their ability to invest.
We review and rebalance your portfolio every 6 months. Not only portfolio, we also monitor the changes occurred in your personal and professional life to advise you accordingly based on these changes. Based on time and threshold, we rebalance your portfolio to prevent it from drifting due to market fluctuations.
Yes, we will be suggesting you instruments like capital bonds, money market instruments, and tax savings schemes like NPS and PPF.
No, we do not advise on any such products
We do not have offline execution. The execution of your advice is completely online through our portal to buy, sell, redeem or switch your funds.
Firstly, It’s a misconception that ULIPS comes with lower charges from market but it’s not a wise option to buy ULIPS as they are linked up with markets completely. Secondly, out of the premium paid, only a certain amount of money is being invested towards the market. The remaining amount is being deducted towards the various commission charges.
No, There are no guaranteed returns. Before giving any advice we will do your current financial health check up based up on your current financial state we will provide advice accordingly.
Trail commission: The AMCs directly pay us certain percentage of commissions at the end of the year based on the revenue generated.
Currently our online execution is active where you can do your transactions for buying and selling Mutual funds. So once you undergo the complete financial planning activity, the next step is to execute the plan through our platform.
Though you do not have any current financial goals, wealth creation for future is a necessity. Hence, based on this considering factors like risk appetite, and also amt of wealth creation you are looking for, we design a diversified portfolio. This will also help in protecting capital from erosion caused by inflation.
As per regulatory compulsion to invest it is required to have a plan and to help you invest, your risk profiling is necessary. Hence, we expect a minimum data entry for the process.
No, We don’t have any branch across India. We completely operate from Delhi
Yes, it is updated on a daily basis.
We don’t offer any trial period, once you signup you have a free access to the basic version. This will help you understand your current financial state.
No, we are fee based advisory services.
call us (9am-9pm monday - saturday)