• Wealth Solutions
  • Financing
  • Real Estate Advisory
  • Targeted Solutions
  • Inheritance & Succession Planning

Wealth Solutions

Edelweiss believes that solutions can be offered only when the needs are clearly understood. A portfolio must fulfill different needs at different life phases. We are skilled in assisting a client understand his choices given his life goal priorities, financial goals and his attitude to risk; and then partnering him to make the appropriate investment decisions.

We focus on creating significant value by identifying and capitalizing on market opportunities early and optimizing growth strategies, be it for long-term growth, preservation of wealth or creating a steady source of income to meet his lifestyle needs.

 Growth

When a client seeks quantum growth of wealth, we provide aggressive solutions that require an appetite for risk. We aim to achieve high growth by spotting market opportunities ahead of the curve. However this is balanced with prudent portfolio risk management.

 Income Generation

Ensuring a steady yield on wealth is a client priority. We help create and monitor a portfolio that focuses on yields, liquidity, protecting it against aspects like taxation and optimizes it according to a mutually agreed targeted return. Your portfolio will be structured towards solutions that provide steady returns in line or above the benchmark portfolio.

 Preservation

Ensuring absolute safety of wealth is a priority when the Client seeks to preserve his wealth. We provide solutions that make the portfolio safe, stable and efficient. These solutions take into account the changed scenarios that can impact a portfolio adversely like - New tax laws, inflation or changes in lifestyles. Our solutions ensure that the wealth is free from any encumbrances. We also have proven expertise in creating a framework for smooth “inter-generational transfer of wealth".

Financing

 Promoter Funding

Our client is offered competitive solutions to leverage his equity holdings in his own company. Our solutions will allow the promoter to increase his current shareholding or use the funds to expand and diversify the business.

 Loan against Securities

We arrange for loans offered against listed securities such as Stocks, Debentures and Mutual Funds. This enables you to borrow funds against your existing investment portfolios in order to meet investment and liquidity requirements. Loan against securities are available in multiple variants depending on your profile and needs.

 IPO Financing

IPO Financing is a loan facility offered for applying in Primary Market Issues (IPOs and FPOs). Investors can apply for IPOs by investing only a margin amount which is specified separately for each IPO. Now apply for an IPO without pledging a large quantum of funds.

 ESOP Funding

Our Client can take a loan against shares which have been granted / allotted to him by his employer. The facility enables employees to exercise their ESOP options by providing a loan against ESOP Grants.

Real Estate Advisory

Edelweiss Real Estate advisory team assists client purchase, sell or lease properties across the country. Edelweiss Global Wealth Management ensures real estate needs are addressed internally or through our realty partners to ensure our clients save time in making the right choice at the right price. We ensure that our clients gain access to top quality properties, selected thorough due diligence and investment rationale apart from the competitive prices.

 Real Estate Financing

There is a lot of value that can be unlocked from the real estate portfolio. Our client can leverage it to avail short term to medium term liquidity. We offer a variety of loan options for both commercial and residential properties like Loan against properties, home loans, lease rental discounting apart from large project funding requirements for business expansions and working capital.

 Real Estate Investment

Real Estate investments forms an integral part of a portfolio, however the right opportunity to invest is always challenging. Edelweiss Global Wealth Management has expertise that reflects a deep understanding of real estate and real estate linked investment options. Our advice does not merely stop at helping a client identify the right property but also in investing in an avenue most suitable for him.

Targeted Solutions

 Illiquid and Concentrated Holdings

Entrepreneurs commonly face the risk of wealth being overly concentrated in their own company’s stock. We provide special solutions that ensure that besides his own stock, his entire portfolio is well diversified and the overall portfolio is balanced on risk. Edelweiss Global Wealth Management offers personalised solutions to ensure wealth preservation amid market volatilities.

 Special Situation Opportunities

Edelweiss pioneered derivative and arbitrage trading in Indian capital markets. Edelweiss Global Wealth Management team draws on this expertise in derivatives and arbitrage products to help clients spot special low risk market opportunity trades and strategies that capitalize on price mismatch due to corporate announcements, result expectations, IPOs etc. A specialized full service desk monitors such market anomalies and makes recommendations to clients on such opportunistic trades. Our integrated advisory platform helps execute these strategies swiftly and simply.

 Portfolio Hedging

Market volatility can adversely impact the growth of a portfolio. Frequent evaluation of options to protect or hedge your investments is the only way to stay updated on the risk. Edelweiss, with proven expertise in the capital markets has sound capability to manage risk and review portfolios. Our teams constantly evaluate market trends and provide solutions to balance client’s portfolio risk through strategies like bull & bear spreads, Put Call spreads and other strategies in line with the overall portfolio risk.

Inheritance and Succession Planning

An Indian business entrepreneur often faces a new challenge - how to ensure that the wealth created by him will get transferred to the next generation smoothly? This can be daunting, messy and emotionally exhausting.

At Edelweiss Global Wealth Management, we value the legacy created by our client and the importance of its preservation. We have the expertise to address concerns on how to ensure that this wealth gets transferred to the next generation smoothly and uncontested. Our experts help the client with the many aspects of inheritance planning: from assisting in making a will to acting as the executor and trustee if the need may arise. Client also benefits from our selected network of partners for assistance on advice on wills, trusts, and other tax efficient ways to ensure the wealth is best structured for the beneficiaries and future generations.

  • Edelweiss believes that solutions can be offered only when the needs are clearly understood.
  • A portfolio must fulfill different needs at different life phases. We are skilled in assisting a client understand his choices given his life goal priorities, financial goals and his attitude to risk; and then partnering him to make the appropriate investment decisions.
  • We focus on creating significant value by identifying and capitalize on market opportunities early and optimizing growth strategies, be it for long-term growth, preservation of wealth or creating a steady source of income to meet his lifestyle needs.
  • Client also benefits from our selected network of partners for assistance on advice on wills, trusts, and other tax efficient ways to ensure the wealth is best structured for the beneficiaries and future generations.