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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

  • 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 Funds.

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.