ELITE CONSULTANTS Group of Entities Home Page
Financial,
Investment & Banking Consultants
This web
page contains all the pages of the Elite Consultants Group of entities. You may read through this page in
its entirety, or if you wish, you may click at the link (all underlined or
marked 
) and jump to a specific
page.
Before reading
about us and the services we can provide, please read this short write-up to
tell you why you should be dealing with a firm of our kind:
- We are independent advisers. We are neither related nor
specifically linked to any financial or investment institution. We can
therefore guide you to what is most suitable to your specific needs. In
investments, we advise on and pick for you from a very wide range of
investments ---both offshore (tax-free) and
- We only deal with world-renowned
financial and investment institutions.
- We do not handle your money. Whether you are parting with
or receiving funds, your money is wired by you directly to the financial
institution itself and to your account; or received by you directly from
them. We do not play the role of an intermediary. You
deal directly with world-renowned financial institutions.
- Our charges are either commission based or
fee based, leaving the choice to you. In our choice of investment
products, we are only motivated by the
performance of the product with the aim too safeguard your interests
as per your objectives.
If you are
now interested in learning about us and all the services we provide, then
continue reading this page without clicking any of the following links. On the
other hand, if you would like to learn about specific services and/or
information, then click one of the following four links:
1. Investment
Advisory & Management Services:
2. Bank
Consulting and Other Services:
3. Why deal
with Elite Consultants International:
ELITE CONSULTANTS INTERNATIONAL, INC.
SEC registered, USA
(Delaware-based) corporation, is a member of a group of companies that provides
general financial advice (listed below) to individuals, commercial banks,
investment banks, merchant banks, insurance companies, investment companies,
fiduciaries and/or other business entities. While the group renders financial
advice to whoever seeks it, regardless of location, it has its principal place
of business in the United
Arab Emirates. Nicolas Saade Establishment is Elite Consultants International's affiliate in Dubai,
U.A.E. Another affiliate is located in Beirut, Lebanon.
A member entity also manages a mutual fund.
INVESTMENT ADVISORY AND MANAGEMENT SERVICES:
Investment Advisory Services: To assist in developing investment
policy, portfolio design, which include client goals and objectives taking into
consideration the return/risk spectrum. This is normally a one-time service,
which could be followed up by subsequent one-time advice regarding the
performance and adjustment of investments.
Portfolio Management Services: In addition to the initial service
listed under Investment Advisory Services, the firm monitors on a continual
basis the portfolio of a client. The service is performed on a
non-discretionary basis, where the firm interacts with the client to advise
him/her about his portfolio and recommends adjustments to it, in which the
client has, the sole authority to implement. The firm does not manage accounts
on a discretionary basis.
Comprehensive Financial Planning: Involving the preparation of a plan
to address the achievement of specific personal and financial goals, given the
clients' current /expected resources and current/expected expenditures against
a specific timetable. The plan is considered a strategy to be used to make
decisions and to act in a timely manner. Engagements include comprehensive
planning for short, intermediate and long-term goals, and periodic assessment
of these, as well as comprehensive assessments for matters requiring immediate
decisions. Assessments are generally followed by remedial actions, if
necessary, and by additional comprehensive planning, if necessary.
Mutual Funds: While the firm tackles a broad range of
investment products, it specialises in the analysis
of vehicles of collective investments (mutual funds, unit trusts, SICAVs and other types of open-ended and closed-end
investment vehicles). The analysis of these (both offshore vehicles and
US-based ones) is continually made, and a wide range of recommendations can be
swiftly made for investors with any set of goals and objectives. The firm and
its associated members deal with reputable international fund management
groups, such as,
Mutual funds may also be accessed through the offshore life
subsidiaries of leading international insurance companies. Though
costing more than the typical direct investment into a mutual fund, these have
the added advantage (if needed) in providing certain tax breaks for certain
nationalities. In addition, some offshore jurisdictions also provide investor protection
compensation schemes for investments under a life insurance company. They also
have the advantage of allowing the investor to select funds from a wide range
of fund management groups all grouped under one single account allowing free
switches from one fund into another. Firms dealt with include: Generali, Friends Provident, Royal & Sun
Valuation of Companies: This determines the worth of a going
concern and usually performed for one of these purposes: 1) a private company
wanting to go public; 2) a private company wanting to introduce new
shareholders; 3) shareholders in a company wanting to sell out; 4) two or more
firms wanting to merge, or exchange share ownership (pooling of interest).
CONSULTING TO BANKS
Advice on a wide range
of banking issues including strategic planning, assisting in setting up
objectives and plans and the implementation of these; the assessment of the
bank's profitability and how to improve it; the assessment of credit (loans and
advances) given by the bank to its clients; external independent consultant in
solving disputes with clients.
FINANCIAL FEASIBILITY STUDIES
Involving the analysis
of existing or potential projects and investments. Projects are analysed to
determine the profitability of these, including payback periods as well as the
assessment of projected cash-flows. These studies are normally demanded by an
existing or potential investor in a project, who wishes to assess its
feasibility. They are also demanded by a financial institution willing to
finance the project, based on its financial projections and expected cash-flow
generation, or by a government authority wanting to examine the feasibility to authorise such a project.
ARBITRATION
Specialised arbitration in financial,
investment and banking issues. This is of supreme importance in jurisdictions
where the availability of qualified arbiters in the field of finance is quite
limited.
TAX PLANNING
Comprehensive tax
planning for expatriate individuals. Assistance in protecting capital earned
overseas from tax authorities in home country. Advice on capital gains tax,
income tax and inheritance tax where appropriate.
Important
Notice: This web page does not constitute an offer to render services in the
To
obtain further information, interested parties, investors, brokers and
financial consultants, contact: Nicolas Saade Jr,
last updated on