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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

  • 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

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

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

  • 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.