Finance manager person

OUR FEATURES

OFFERING

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.

OUR STORY

ABOUT US

Edelweiss Private Wealth is one of the fastest growing Wealth Management firms in India. Our clientele include – New Age Entrepreneurs, Business Owners/ Promoters, Family Offices, CXOs and Corporate Treasuries.

Our core philosophy of ‘Ideas create, values protect’ is translated into an approach that is led by entrepreneurship, research and creativity, protected by intellectual rigour, and analysis.

OUR PEOPLE

LEADERSHIP TEAM

INVESTMENT PHILOSOPHY

CORE FEATURES

Multi Asset Class Expertise

The Edelweiss Group has the expertise and knowledge honed from operating across several...

Risk Management

Our approach to risk resonates with clients keen on building upon opportunity but at the same time...

Client Centric

The Client is at the heart of our being. The relationship is grounded in understanding his priorities...

360 Degree Solutions

Edelweiss Private Wealth is popular with the new age entrepreneur as he finds value in our ability...

Institutional Approach

Edelweiss is a large diverse business house with a structured, transparent and proven approach to business...

Governance And Transparency

We look at the business as a partnership. Clarity of thought and action governs our practice. Our client is sensitized ...

WHAT WE OFFER

WEALTH SOLUTIONS

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

FOR INDIVIDUALS

Edelweiss believes that solutions can be offered only when the needs are clearly understood.

FOR CORPORATES

Edelweiss offers a wide range of corporate financing like project funding and working capital loans, besides advisory services on structuring and syndicating

TESTIMONIAL

QUOTES

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.

Client

Edelweiss - Private Wealth Management

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.

Client

Edelweiss - Private Wealth Management

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.

Client

Edelweiss - Private Wealth Management