Clients get the advantage of sharp and action oriented investment advice every month
Clients receive insights from our research desk which is one of the largest in India, covering 200 companies. You will experience superior research analysis through our high grade intellectual capital and strong corporate relationship. Our research is driven by a core investment philosophy for stock selection.
Clients get the advantage of sharp and action oriented investment advice every month through our investment strategy, which reflects our house view translating into clear and simple asset allocation, customized to the needs of different risk profiles. An Investment Committee consisting of research experts across asset class forms the house view for investment strategy.
Clients are offered fund recommendation covering both debt and equity mutual funds across wide range of categories. Recommendation are based on detailed fund assessment framework taking into account qualitative and quantitative factors to come out with selected best mutual funds available in industry for our investors.
Nearly 2 decades of experience in financial services. Extensive investment experience across asset classes and geographies. Built Edelweiss’ Wealth & Asset Management business. Currently manages over $26bn worth of assets. B.Tech from IIT Kharagpur, and IIM Calcutta Alumni.
Nearly 2 decades of experience in Banking & Financial Services. Strategic leadership roles across wealth management, private banking, asset management, private equity and treasury. Drives strategy and expansion at Edelweiss. Qualified Chartered Accountant & Cost Accountant.
Over 18 years of experience in Investment Advisory, Investment Banking and Capital Markets. Formerly with Darashaw and HDFC Bank. Masters in Economics from Delhi School of Economics.
Over 20 years of experience in Wealth Management. Formerly with Bank Sarasin, DSP Merrill Lynch & Standard Chartered Bank. ACWA & Postgraduate in Management from Symbiosis.
Over 20 years of experience in Financial Services industry. Formerly with HDFC Securities. Graduate from Calcutta University.
Over 14 years of experience in Wealth Management, Product Structuring and Capital Markets. Chartered Accountant & Masters in Commerce from University of Mumbai.
Over 15 years of experience in Edelweiss Financial Services. MBA Finance from University of Mumbai.
The Edelweiss Group has the expertise and knowledge honed from operating across several...
Our approach to risk resonates with clients keen on building upon opportunity but at the same time...
The Client is at the heart of our being. The relationship is grounded in understanding his priorities...
Edelweiss Private Wealth Management is popular with the new age entrepreneur as he finds value in our ability...
Edelweiss is a large diverse business house with a structured, transparent and proven approach to business...
We look at the business as a partnership. Clarity of thought and action governs our practice. Our client is sensitized ...
Edelweiss believes that solutions can be offered only when the needs are clearly understood. We provide you with an array of Individual as well as Corporate Solutions to suit all your needs
A big thank you for the exceptional effort. We are truly impressed with the energy and ownership displayed by you and everyone else in getting this complex and time bound deal done. The relationship we have developed over the last few months has underscored my aspiration of what value a truly good Wealth Manager can add and the kind of relationship that can be developed. Let this be an example of the kind of service and value added we deliver to all our clients.
Wanted to share some appreciation for the hard work and thorough follow up maintained since we got together to manage my small but valuable wealth. I have always learnt while growing up that one’s savings should act as a permanent earning member of the family. And who better than you, to advice me to sweat my assets! Thank you for managing 2 generations and 4 different mind sets of the family! You are the 5th member of the *** family; neutral and most wise.
This year, I have developed the family investment business with a solid foundation that I hope to grow upon, in the coming years to come. I started with investments a few years back in a very casual manner and I am happy that we have been able to develop it. There is a long way to go and I am hopeful of having a functional family office soon. As I reflect upon the investment business, I like to take a moment to thank and pay my gratitude, for the unconditional support, patience and care. Of course, there is always a room for improvement from both sides but overall we have been able to develop a good respectful working relationship. I feel we have been able to grow our portfolio because Edelweiss has been able to understand, not just my requirements, but also of my brother and other family members. They have taken ownership of the portfolio and at most times consistently persisted with me that we stick to our defined objectives. I hope to develop on this relationship with Edelweiss in the next financial year. I would also like to take this opportunity to thank you for your warmth and friendship.