Financial Process

We at ELITE strongly believe that a disciplined financial plan and a thoughtful approach can help to achieve the various goals which an individual might come across in his life. In order to attain this, we initiate the process with setting and defining the financial goals of the investor. After setting the goals, we try to obtain the information pertaining to the list of cash flows and other significant data. Once we get the details pertaining to the goals and other present financial status of the client, we then submit a comprehensive Financial Plan which suggests a systematic Investment Plan to achieve each of the Goal specified by the investor. On a quarterly basis, we revise the suggestions and make necessary changes as per the changes (if any) in goals or investor’s financial condition.

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