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1800 266 6001 / (22) 6900 0470
Monday To Friday : 10:00 AM - 6:00 PM
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Products Offering

ONLINE PLATFORM

  • An intuitive and user-friendly online platform
  • Distinct Apps for Partners and End-Users
  • Track Portfolios and Transact On The Go!
  • Manage more client portfolios
  • Execute distributor initiated transactions
  • Use business reports and analytics to offer the best advice to your clients
  • Back Office Support
  • E-locker, Expert Recommendations, and much more…

MUTUAL FUNDS

  • Buy Mutual Funds across categories for your clients
  • Access to the online transaction platform
  • Get fund cards, expert analysis, and recommendations
  • Comprehensive goal planning tools
  • Online back office support
  • Web login and mobile app for your clients to track portfolios

HOME LOANS

  • Fresh Home Loans
  • Balance Transfer

MORTGAGE LOANS

  • Loan Against Property
  • Commercial Purchase
  • Lease Rental Discounting
  • Loan Transfer

OTHERS

  • Educational Loans
  • Personal Loans
  • Construction Finance
  • Credit cards

PUBLIC ISSUES

  • Largest distributor of IPOs & NCDs
  • Unmatched support and assistance for IPOs
  • Access insightful reports, analysis, tools, and expert opinions
  • Receive Live Bid details, Online Transaction details, Allotment Data, and more.

CORPORATE FDS

  • Single platform for Corporate FDs
  • FDs from major corporate, financial institutions, and Non-Banking Finance Companies
  • Get updates on Ratings and Interest Rates
  • Execute deals online

GOAL PLANNING

  • A range of goal planning tools and calculators online
  • Undertake goal planning for your clients
  • Engage in need and risk profile-based recommendations
  • Conduct periodic portfolio analysis and give recommendations
  • Zero advisory fees

Why Us

With over 11,000 satisfied users, Edelweiss Partners is a leading platform for financial product distributors across the country. Built on the strong brand values and driving principles of Edelweiss, the company has earned the trust of its distributors and the admiration of its partners and associate companies. The company offers a wide range of product under one platform.

SERVICE CLIENTS ON THE GO!

Manage multiple clients from a single login

Access client portfolios through mobile app

ONLINE TRANSACTION FACILITY

Online transactions through Partner App

Directly initiate transaction for your clients

PERSONALIZED SERVICE

Timely and accurate brokerage payments

Value added services for partner’s clients

BACK OFFICE SUPPORT

Leveraging technology for personalised service

Pre-filled forms and documentation support

HANDHOLDING & TRAINING

Assistance for new channel partners

Ongoing training for sales, goal planning, and soft skills

MULTIPLE PRODUCTS

Partner focused portal with multiple financial products

Domain expertise and strategic tie-ups with leading companies

Contact Us

Corporate Office

Edelweiss,104,1st floor,PJ Towers,
Bombay Stock Exchange Bldg.
Fort,Mumbai -400001

Customer Care

edelweisspartners@edelweissfin.com
1800 266 6001 (Toll Free)