At Edelweiss, the aim is to provide sophisticated solutions to complex financial problems, taking a holistic view of client affairs and offering individual advice and tailored solutions.
Private Wealth Management
As a Financial Advisor we help manage, develop and preserve our client’s wealth through highly sophisticated and personalized investment strategies.

We partner with our clients through the entire life-cycle of their financial needs, both for personal investments as well as business needs.

Every client is assigned a single advisor for all their financial needs - individual and business - whose main focus is to ensure the highest level of quality in terms of advice, execution and reporting.

We also offer services to help plan client estates to manage inheritance and work towards maximizing the impact of philanthropic efforts.

Investment Management
Our investment approach is oriented towards developing a robust portfolio for each of our clients, based on their risk appetite and financial objectives. Once the goals have been clearly defined, our Financial Advisors work towards determining which instruments can be used to achieve the stated goals.

Advisory Portfolio Management - for those clients who want to access the research and expertise of Edelweiss Private Wealth, but would want to execute the final investment decision on their own.
Discretionary Portfolio Management - for those clients who want their portfolios to be actively managed, based on their risk profile and investment objectives. Day-to-day decision-making responsibility for such portfolios would rest with our portfolio managers, but the client would be fully involved in the decision-making process and would be provided with comprehensive reporting.

Our knowledge and understanding of markets is backed by an enviably wide range of research coverage which spans over 200 listed companies. Our Institutional Equities team is one of the biggest players in the industry, and advises both Foreign and Domestic Institutional Investors.

Edelweiss has a dedicated Fixed Income Desk which is backed by wide-ranging research coverage. We have one of the widest product offerings across tenures, credit ratings and sectors catering to different markets and client segments.

We have a vast bouquet of investment proposals geared towards capitalizing on the India growth story, catering to a variety of asset classes and durations. We base client-investments on fundamental research and macro-economic indicators to try and capture the best investments. Our team of qualified researchers is constantly scanning the markets for new opportunities and has thereby gained a reputation for being pioneers in alternate investment ideas.

Wealth Planning

At Edelweiss Private Wealth Management, we also extend customized wealth planning services for our clients. These services include:
Retirement Planning - Retirement planning is a key financial objective for most clients. At Edelweiss Private Wealth, we help our clients assess their financial needs and accordingly draw up an in-depth Retirement Plan to enable them to sustain a quality life post retirement.
Trust and Estate Planning - From asset transfer to family trusts, from property management to estate valuation, we provide targeted expertise. We work closely with our clients' Legal and Tax advisors to help structure and customize trust vehicles to meet specific requirements.

Financing
At Edelweiss Private Wealth Management, we extend financing against a range of assets. Such standard /customized lending can help to increase liquidity for any business or personal needs, or to take any tactical exposure in the capital markets. Our Financing proposition includes:
Loan against Securities
Employee stock options/Initial Public Offerings Funding (IPO/FPO)
Promoter Funding
Loan for/against Residential/Commercial property

 

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