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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…

Financial advisors can contact us to know more or
Download the Edelweiss Partner App and get started with Online Platform.

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

Financial advisors can contact us to know more or
Download the Edelweiss Partner App and get started with Mutual Funds.

HOME LOANS

Edelweiss Partners is the largest distributor of loans and has strategic tie-ups with multiple Housing Finance Companies and lending companies in India, enabling us to offer the complete range of loan products to our partners’ clients.

Due to our excellent reach and scale, we offer consumers the best interest rates and attractive referral commission to our channel partners.

KEY FEATURES

  • Access to loan and mortgage products from multiple housing finance companies and lenders
  • Housing Loans, Personal Loans, Educational Loans, and Business Loan offerings
  • Complete execution support
  • Doorstep service
  • Best deals for your clients
  • Online loan file tracking
  • Timely commission pay-outs

BENEFITS FOR PARTNERS

  • Add a wide array of lending products to your services portfolio
  • Offer unmatched value to your clients through highly competitive interest rates
  • Earn attractive, fair, and transparent commission
  • Spend more time towards understanding your client’s loan leads and leave the back-office and execution tasks to us

Financial advisors can contact us to know more or Download the Edelweiss App and learn about the various loan products offered through Edelweiss.

Financial advisors can contact us to know more or
Download the Edelweiss Partner App and get started with Home Loans.

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.

Financial advisors can contact us to know more or
Download the Edelweiss Partner App and get started with IPOs and NCDs.

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

Financial advisors can contact us to know more or
Download the Edelweiss Partner App and get started with Corporate Fds.

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

Financial advisors can contact us to know more or
Download the Edelweiss Partner App and get started with Client Goal Plannings.