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  • Service Clients
    On the Go
  • Multiple
    Products
  • Handholding
    & Training
  • One
    dashboard
  • Online
    Transaction
  • Personalized
    Service

Register Now

AMFI Certified :
  • Online Platform
  • Mutual Funds
  • Home Loans
  • Public Issues
  • Corporate Fds
  • Goal Planning

Your Digital Assistant

Benefits

Service Clients On The Go

  • Manage multiple clients from a single login
  • Access client portfolios through mobile app

Multiple Products

  • Partner focused portal with multiple financial products
  • Domain expertise and strategic tie-ups with leading companies

Handholding & Training

  • Assistance for new channel partners
  • Ongoing training for sales, goal planning, and soft skills

View All Clients from One Dashboard

  • Leveraging technology for personalised service
  • Pre-filled forms and documentation support

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

FAQs

What is Edelweisspartners?
Edelweisspartners is an online value-added investment platform for financial advisors, to serve their investors in India.
How can a Financial Advisor 'Empanel' with Edelweisspartners.com ?
Do you have offices all over India or are you a purely an online platform?
How long will it take for account activation ?
Which all products can I sell through Edelweisspartners
Can I transact Online through Edelweisspartners platform?
Are there any registration charges ?

Note: For detailed Terms & Conditions, please refer www.edelweisspartners.com

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