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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

  • 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 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.