About Us

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:

  • Indian Income Tax
  • Insurance – Life, Health and General
  • Equity Shares
  • Mutual Funds
  • Financial Planning
  • Real-Estate Planning
  • Retirement Planning,
  • Debt Restructuring
  • Insurance Advisory,
  • Goal planning
  • Emergency fund planning
  • Short term money parking

This is done irrespective of wherever you are. We are open anytime, wherever you are.

Services

We help you meet your financial goals


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!

Total control to you


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!

Enjoy superior investment strategy


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!

We plan for financial emergency


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

Enjoy lifetime support


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.

Seemless and online platform


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


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.

Secure Child Future


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


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.

Financial Education


we clear all your doubts and queries at length so that you understand how your money is being managed and you become financially smart.

Pricing

Pricing of our services varies from client to client, depending on requirement of each client.
Kindly get in touch for price quote.

Get in touch

FAQ

Frequently Asked Questions

Will I be able to buy and sell Mutual Funds (MF) through your portal?
Do you advise on equity?
Do you advice on real estate?
Will you help in tax filing?
What if I want to discontinue with your services. What are the consequences and process?
As a startup company what’s your future plans?
How does an NRI’s execution takes place and how does investment workout for them?
Do we provide offline services?
Do you have any mobile app?
Are you registered with SEBI?
Is there any minimum amount for investment?
How frequently do you monitor my portfolio?
I have had the worst experience in investing in mutual funds, I don’t want to invest in mutual funds even though it suits my profile? Will you suggest me other asset classes apart from mutual funds?
Do you advise or accommodate any structured, alternative, or high return yielding investment opportunities/options?
How does offline execution work?
After the IRDA regulations, I want to invest in ULIP policy as there are low charges levied on the policies now, where I could get good return and I will get benefit from insurance and investment.
Do you people assure returns? Do you guys definitely repair my financial health from any current form I am now in?
We do not take any brokerage commission from our client.
When does online execution takes place?
How do we diversify the portfolio if the client does not have goals?
If he has 5 lakhs in hand and he wants to know only about investment?
Do you have any other branch?
Will the NAV OF MF Portfolio’s updated on daily basis at elitemedicos?
I want to test your software before upgrading, Major software company's like Google etc too offer trial period, why can’t elitemedicos?
I want to invest a lumpsum of Rs………………….. in …………….don’t want any paid FP services of elitemedicos, can elitemedicos Help me in this regard?

Get Connect With Us

Get In Touch

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Address

Delhi ,India

Call Us

call us (9am-9pm monday - saturday)
+91-9899289695