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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

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

  • 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 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.