Branch Locator
Toll Free
(22) 6900 0470 / (22) 6900 0470
Monday To Friday : 10:00 AM - 6:00 PM
Ask Us

Products Offering

ONLINE PLATFORM

Edelweiss Online Platform is a comprehensive solution which offers portfolio management services focused towards associate partners and distributors. It is segregated into two types of users: Partners (financial advisors/distributors channel partners) and their Client base.

KEY FEATURES

For Partners:
  • Track multiple client portfolios
  • Recommend products and initiate transactions
  • Manage client portfolios and generate reports
  • Access insightful reports and recommendations
  • Service clients on the go
  • Back-office support
  • Access to e-locker
  • Handholding and training to new channel partners
For Partners Clients:
  • On-demand Net-worth statement
  • Real-time portfolio valuation
  • Insurance tracking
  • Access to e-locker
  • Access to market reports and business analytics
  • Tools to track and plan investments
  • Execute distributor-initiated transactions
  • Personalised service

BENEFITS FOR PARTNERS

For Partners:
  • Manage more clients easily
  • Track various product categories using a single app
  • Use portfolio management features to offer customized advice to clients
  • Use business reports and analytics to offer the best advice to your clients
For Partners Clients:
  • Get active with your personal finances
  • Track your portfolio to make timely decisions
  • Access insights and expert recommendations to make informed decisions
  • Access the e-locker to save important documents, virtually
  • Track and plan investments on the go!

Financial advisors and retail investors can contact us to know more or Download the Edelweiss App and learn about the online platform and its capabilities.

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

MUTUAL FUNDS

Edelweiss Partners is a dedicated distributor-focused online mutual fund platform that allows professional mutual fund distributors to manage their business and recommend mutual fund investments online.

Distributors and partners can work with us to offer their clients, a comprehensive bouquet of Mutual Fund schemes across categories and fund houses. As our Partner, you get priority access to the online transaction platform, research reports, expert analysis, fund recommendations, and financial planning tools to assist your clients and to manage their investments.

Our end-to-end services lets you offer your clients get all things related to Mutual Funds under one online platform. You can also receive back-office support to add value to your clients and enhance service experience.

Edelweiss offers its mutual fund distributor partners all the tools and resources required to manage a full scale advisory business.

Our comprehensive back-office support and handholding ensures that you offer great value to your clients at all stages.

KEY FEATURES

  • Online Transaction Platform
  • Tailor made portfolio
  • Pre-printed forms
  • Personalized services
  • Timely commission Pay-outs
  • Business Reports
  • Login for your clients
  • Dedicated Relationship Manager Support

BENEFITS FOR PARTNERS

  • Unlimited Access to the online mutual fund transaction platform for you and your clients
  • Manage multiple clients and portfolios in a simplified manner with a user-friendly app
  • Unmatched research resources, analysis, commentary, outlook, and business insights which can be leveraged to offer the best mutual fund investment advice to your clients
  • Features for creating tailor-made portfolios, initiating transactions, and getting pre-printed forms
  • Comprehensive personalised services and regular pay-outs

Edelweiss offers its mutual fund distributor partners all the tools and resources required to manage a full scale advisory business. Our comprehensive back-office support and handholding ensures that you offer great value to your clients at all stages.

Mutual fund distributors can contact us to know more or Download the Edelweiss App and get started!

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

Edelweiss Partners offers you a platform to track Initial Public Offering (IPO) and Non-Convertible Debentures (NCD). As a distributor, you can stay updated with the latest news and developments around forthcoming IPOs and recommend the same to your clients.

As the largest distributors of IPOs and NCDs in India, we have developed an intuitive and user-friendly App that allows you to directly invest in IPOs and manage your client’s investments on the go!

  • Live Bid Details
  • Online Transaction Details
  • Real-Time Allotment Data
  • Access to latest updates on new IPOs issued in India
  • Insights upcoming IPOs
  • Ready reckoner in the form of Indian IPO calendar
  • Pre-printed IPO Forms and Back-office Support
  • A wealth of information and knowledge about various IPOs in India
  • Ability to plan your client’s finances and provide expert, data-backed information
  • Facility to track allotments in real-time
  • Spend more time with your clients because we manage the back-office tasks
  • A formal association with Edelweiss Partners, the largest Distributor of IPO & NCD

IPO Issues

Company Price Brand Open Date Close Date Product Note Subscriptions
HSBC Brazil Fund 300-340 20-Dec-2016 28-Dec-2016
DSPBR World Gold 250-270 20-Dec-2016 28-Dec-2016
Kotak World Gold 200-220 20-Dec-2016 28-Dec-2016
DSPBR Natural 180-200 20-Dec-2016 28-Dec-2016
Sundaram Rural 125-145 20-Dec-2016 28-Dec-2016
Company Price Brand Open Date Close Date Product Note
HSBC Brazil Fund 300-340 20-Dec-2016 28-Dec-2016
DSPBR World Gold 250-270 20-Dec-2016 28-Dec-2016
Kotak World Gold 200-220 20-Dec-2016 28-Dec-2016
DSPBR Natural 180-200 20-Dec-2016 28-Dec-2016
Sundaram Rural 125-145 20-Dec-2016 28-Dec-2016
Company Price Brand Open Date Close Date Product Note Subscriptions
HSBC Brazil Fund 300-340 20-Dec-2016 28-Dec-2016
DSPBR World Gold 250-270 20-Dec-2016 28-Dec-2016
Kotak World Gold 200-220 20-Dec-2016 28-Dec-2016
DSPBR Natural 180-200 20-Dec-2016 28-Dec-2016
Sundaram Rural 125-145 20-Dec-2016 28-Dec-2016

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

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

CORPORATE FDS

Edelweiss Partners provides you a one-stop online platform for tracking and recommending corporate fixed deposits offered by major corporates, financial institutions, and Non-Banking Finance Companies.

KEY FEATURES

  • Access to a wide array of corporate fixed deposits across ratings of top rated companies
  • Easy interface to track various corporate offerings for your clients
  • Manage fixed deposit portfolios online
  • Pre-printed FD forms

BENEFITS FOR PARTNERS

  • Choose from a wide range of for your clients
  • Manage multiple client FD portfolios remotely using the Edelweiss Partners App
  • Use of pre-printed FD forms simplifies paperwork and improves efficiency
  • Allows you to add an excellent debt product to your services portfolio

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

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

GOAL PLANNING

Edelweiss Partners recommends and prescribes a goal-based financial planning approach for its partners and their clients. We offer a comprehensive range of goal planning tools and online calculators for our partners so that they can make the most of their time with the clients and offer customized and data-driven financial solutions.

KEY FEATURES

  • Real-time goal based portfolio tracking for multiple clients
  • Online calculators and tools for financial need identification
  • Recommendations based on risk profiles
  • Tools for comprehensive goal-based financial and investment advisory
  • Online goal tracking tools
  • Zero advisory fees

BENEFITS FOR PARTNERS

  • Leverage online tools to undertake financial goal planning for your clients and help them identify the right mix of financial products for their specific needs
  • Use goal tracking tools to offer periodic portfolio evaluation statements and recommendations
  • Need analysis tools help you present a comprehensive and a data-driven financial plan to your clients
  • With the Edelweiss App, tracking portfolios and providing quick updates is easier

Financial advisors can contact us to know more or Download the Edelweiss App and learn about the various goal planning and financial planning tools offered by Edelweiss Partners.

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