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.

About Us
At Edelweiss Partners, we offer a wide range of financial products under one online platform. We provide the best services to our partners on the strength of Edelweiss Group’s years of expertise in Capital Markets and Investments.
Contact Us
Unit No. 1 to 8, 1st Floor,
Kanakia Wall Street, Chakala,
Andheri Kurla Road,
Andheri East, Mumbai-400093
Partners Help Desk
022-68264922
Monday - Friday(9.00 AM - 6.00 PM)
Broking services offered by Edelweiss Broking Limited under SEBI Registration No.: INZ000005231 (Member of NSE, BSE, MCX and NCDEX). EBL CIN: U65100GJ2008PLC077462. Research services offered by Edelweiss Broking Ltd. under SEBI Registration No. INH000000172. Depository participant with NSDL having SEBI registration no: IN-DP-NSDL-314-2009 and DP ID: IN302201 and IN303719. Depository participant with CDSL having DP ID- 12032300. Investor grievance resolution team: 040-41151621; Email ID: Helpdesk@edelweiss.in (for trading related) and dpservicesebl@edelweiss.in (for demat related). Name of the Compliance Officer for Trading & DP - Mr. Pranav Tanna, Email IDs: complianceofficer.ebl@edelweissfin.com / ebl.dpcompliance@edelweissfin.com. Edelweiss Broking Ltd. also acts in the capacity of distributor for Products such as OFS, Mutual Funds and NCD etc Corporate Office: Edelweiss House, Off CST Road, Kalina, Mumbai - 400098, Contact 18001023335 / (022)-42722200 / 022-40094279. Registered Office: 201 to 203, Zodiac Plaza, Xavier College Road, Off C G Road, Ahmedabad, Gujarat - 380009. Contact: (079) 40019900 / 66629900. Edelweiss Rural and Corporate Services Limited is registered as Application Service Provider with National Stock Exchange. Edelweiss Broking Ltd. acts in the capacity of distributor for Products such as OFS, Mutual Funds, IPOs and NCD etc. All disputes with respect to the distribution activity, would not have access to Exchange investor redressal forum or Arbitration mechanism. Investment in securities market are subject to market risks, read all the scheme related documents carefully before investing. Edelweiss Broking Ltd. acts in the capacity of distributor of Edelweiss Mutual Fund and other AMCs under AMFI Registration Number - 70892. Commission structure of Mutual Fund distribution is displayed on the website disclaimer section. Mutual Fund Investments are subject to market risks. Please read all scheme related documents carefully before investing. Investment in the securities involves risks. The user is required to undergo risk profiling before investing. Guided view is indicative in nature and is based on the information provided by the user voluntarily. Each user of this information should make such investigation as it deems necessary to arrive at an independent evaluation of an investment in the securities of companies referred here (including the merits and risks involved), and should consult his own advisors to determine the merits and risks of such investment. Past performance is not necessarily a guide to future performance. TOC refers to Trade on Context. Edelweiss Broking Limited acts in capacity of a Corporate Agent; registered with IRDA having Licence number : CA0131.
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