ELITE WEALTH ADVISORS LTD A New Initiative to create Financial - - PowerPoint PPT Presentation

▶
elite wealth advisors ltd
SMART_READER_LITE
LIVE PREVIEW

ELITE WEALTH ADVISORS LTD A New Initiative to create Financial - - PowerPoint PPT Presentation

Jan 03, 2023 107 likes •252 views

ELITE WEALTH ADVISORS LTD A New Initiative to create Financial Awareness P ROPOSAL OUTLINE S.No Table of Content Slide No 1 Brief Snapshot About Company 3 2. Products & Services 4 3. Newsletter Sample 5 4. Distribution Strategy

slide-1
SLIDE 1

ELITE WEALTH ADVISORS LTD

A New Initiative to create Financial Awareness

slide-2
SLIDE 2

PROPOSAL OUTLINE

S.No Table of Content Slide No 1 Brief Snapshot – About Company 3 2. Products & Services 4 3. Newsletter Sample 5 4. Distribution Strategy 6 - 7 5. Benefits 8 6. E-Marketing 9 7. Rate Card 10 8. Columnist Team 11 9. Development Team 12 10. Contact Details 13

slide-3
SLIDE 3

ELITE WEALTH - OVERVIEW

Elite Wealth Advisors Limited, commenced in the year 1990. Over the period of 22 years in the market/sector we have gained various licenses such as PMS, Financial Planning etc. and have achieved various milestones and have raised the standard of service delivery in terms of client satisfaction. We cover the entire Gamut of services in Financial Sector. Over the last decade we have Acquired Various Licenses from NSE, BSE, MCX, NCDEX and we are a SEBI registered Portfolio Manager for services like PMS

  • etc. Hence forth, we proudly present
  • urselves as Elite Wealth Advisors.

A Wealth Management Company: Customized Investment Solutions Our Achievements:

  • 1. Active clientèle of 50,000+
  • 2. Over 100 HNI- Clients in PMS in just 2 years
  • f operations
  • 3. Our Financial Planning service has been a Big

Success

  • 4. Our client retention ratio is 99.75%
slide-4
SLIDE 4

ELITE WEALTH – PRODUCTS & SERVICES

Broking

(Equity / Derivatives / Commodity / Currency)

Depository Services

(NSDL / CDSL)

Portfolio Management Services Financial Planning National Pension System IPOs/ MFs / FDs / Bonds / NCDs Insurance

(Life/Health/Motor/Home/Travel/Fire/Misc)

Real Estate

(Residential / Commercial / Rented)

Loans

(Home / LAP / Personal)

slide-5
SLIDE 5

ELITE FINANCIAL FUNDA’S - SAMPLE NEWSLETTER

Click Here for Sample Newsletter

slide-6
SLIDE 6

DISTRIBUTION STRATEGY

50,000 Copies to be Distributed in Delhi / NCR

To be continued..

slide-7
SLIDE 7

DISTRIBUTION STRATEGY

List of Metro Stations

  • Rajiv Chowk
  • Karol Bagh
  • Sec – 18, Noida
  • Kirti Nagar
  • Green Park
  • MG Road, Gurgaon
  • Dwarka, Sec – 9
  • Dwarka Sec - 21
  • New Delhi Metro

Stn

  • Central Secretariat
  • Rohini
  • Netaji Subhash

Place

  • Vishwadalaya
  • RK Puram
  • Badarpur
  • Noida City Centre
  • Kashmiri Gate
  • Bhikaji
  • Lajpat Nagar
  • Nehru Place
slide-8
SLIDE 8

YOUR BENEFITS

  • Specific Target Audience
  • Loyal Readerships
  • Special Ad Positioning
  • Credibility
  • Long Life Span
  • High Reach Prospective
  • Glossy Ads
slide-9
SLIDE 9

E-MARKETING

  • Reach to Masses via e-mailer to 7 lacs targeted email ids.
  • Presence on our website.
  • Promotion on Facebook.
slide-10
SLIDE 10

RATE CARD

S.No Display Section Cost 1 Top blocks (on 1st Page)

  • Rs. 15,000/-

2 Back Page (Bottom line) 26 * 2 sqcm

  • Rs. 6000/-

Front Page (Bottom line) 18 * 2 sqcm

  • Rs. 7000/-

3 Pages 2 & 7 (Bottom line) 26 * 2 sqcm

  • Rs. 4500/-

Pages 3 – 6 (Bottom line) 26 * 2 sqcm

  • Rs. 3600/-

4 Complete Page Advertorial Pages 2 & 7

  • Rs. 40,000/-

Complete Page Advertorial Pages 3 – 6

  • Rs. 35,000/-

5 Pages 2 & 7 Minimum 10 * 8 sqcm

  • Rs. 60s sqcm

Pages 3 – 6 Minimum 4 * 8 sqcm

  • Rs. 45 sqcm

6 Half Page (Pages 2 & 7)

  • Rs. 20,000/-

7 Half Page (Pages 3 – 6)

  • Rs. 16,000/-

8 Back Half Page Advertisement

  • Rs. 35,000/-

Service Tax – 12.36% apply on Card rate

slide-11
SLIDE 11

PROMINENT COLUMNIST

  • Mr. Ravinder Parkash Seth, Chairman – Elite Group
  • Mr. Ankur Seth, Director – Elite Group
  • Mr. Vikram Luthra, COO – Elite Wealth Advisors Ltd
  • Mr. Shekhar Kapoor, Director , Realty – Elite Wealth Advisors Ltd
  • Mr. Vindhyachal Tripathi, Research Head – Elite Wealth Advisors Ltd
  • Mr. Praveen Poddar, VP – Elite Wealth Advisors Ltd
slide-12
SLIDE 12

DEVELOPMENT TEAM NEWSLETTER

  • Mr. Ankur Seth, Director – Elite Group
  • Mr. Vikram Luthra, COO – Elite Wealth Advisors Ltd
  • Mr. Shekhar Kapoor, Director , Realty – Elite Wealth Advisors Ltd
  • Mr. Gaurav Dhawan, Marketing Head – Elite Wealth Advisors Ltd
  • Ms. Neha Narula – Manager, Marketing – Elite Wealth Advisors Ltd
slide-13
SLIDE 13

Looking forward to your association for journey ahead.

Marketing Head - Mr. Gaurav Dhawan Contact No - +91 – 9650697729, 011-40000941 Email Id – gauravdhawan@elitewealth.in Marketing Manager – Ms. Neha Narula Contact No - +91 – 9650901058, 011-40000919 Email Id – neha.narula@elitewealth.in