As a trusted Global Wealth Management services provider, Edelweiss aims to offer services calibrated to the individual requirements of each client.
We understand that each client has unique financial aspirations and thus aim to be a one-stop financial solutions provider of world class wealth management services; and to offer each of our clients services designed to meet their individual needs and circumstances. Understanding them personally – their challenges and aspirations – is the key to ensuring that our collective enterprise provides financial solutions appropriate to our clients' needs. Therefore, a dedicated personal financial advisor is at the center of a client's relationship with Edelweiss. Further, when a client partners with Edelweiss, a seasoned team of highly trained professionals will endeavor to provide quality advice, seamless execution, regular investment reporting and a disciplined review of investments.
The Edelweiss Wealth Management Team offers a truly multi-asset class platform with innovative, customized and structured solutions. We have integrated offerings for both corporate and individual clients. We have a seasoned team of professionals seamlessly executing investments whilst adhering to stringent controls and risk management practices. We offer dynamic asset allocation which aligns changing market scenarios with our clients’ financial goals. We also provide inter-generational transfer of wealth and liability management for opportunistic investments and short-term liquidity requirements.
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