• Edelweiss Financial Services
  • Edelweiss Global Wealth Management
  • Meet The Team

Edelweiss Financial Services

  • Finance may entail only numbers, but we believe it's a fine art of growing wealth. At Edelweiss, you will experience a combination of skill, creativity and imagination in all our financial endeavours.
  • Our range of work covers the whole spectrum of financial services in the wholesale and retail market segments - Credit including Housing Finance, Financial Markets, Asset Management, Commodities and Life Insurance.
  • Our employee strength of over 4001 professionals across 216 offices and branches spread across 118 cities of India and 6 cities abroad are ‘Client Centric’ in letter and spirit. 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 Purpose

Help our clients capture opportunities and trends in
financial markets; protect them from risks in a volatile world

Edelweiss Global Wealth Management

Edelweiss Global Wealth Management 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 experienced Financial Advisors enable solutions for you that include:

  • Family Governance and Wealth Structuring
  • Asset Protection and Asset Transfer Strategies
  • Investment Management - Capital Markets, Real Estate, Commodities, Currencies and Alternatives
  • Financing
  • Investment Banking
  • Risk Management
  • Insurance Advisory

We offer you personalized services designed to meet your needs and circumstances. The Edelweiss credo of Ideas create, values protect, directs our actions and its practice makes us the most trusted advisor to our clients.

Meet The Team

Nitin Jain CEO - Global Asset and Wealth Management

  • Over 15 years of experience in the financial markets
  • Part of Edelweiss Group Management Committee and headed the Edelweiss Treasury Business till FY10
  • Engineer from IIT Kharagpur and PGDM from IIM Calcutta.

Anshu Kapoor Head – Global Wealth Management

  • Over 17 years of experience in Private Banking, International Financial Markets and Consumer Banking.
  • CFA & Bachelors in Business Studies from Delhi University

Alok Saigal Head-Family Office and Institutions Group & Investment Advisory Group

  • Over 12 years of experience in Wealth Advisory
  • Masters in Economics from Delhi School of Economics

Loveena Khatwani Head- Client Experience Office

  • Over 18 years of experience in Financial Services
  • Six Sigma Black Belt & Process Pioneer
  • Masters in Management from K.J. Somaiya

Suvankar Chakravarty Head - East

  • Over 24 years of experience in Sales Management in Financial Services, Stock Broking and Wealth Management Space .
  • Masters in Economics from Calcutta University

Amit Saxena Head - North

  • Over 17 years of experience in Private Banking and Wealth Management
  • ACWA & Post Graduate in Management from Symbiosis

Riyaz Marfaria Head – West & South

  • Over 19 years of experience in Banking & Financial Services sector.
  • Graduate from Pune University