WEALTH MANAGEMENT

PRIVATE WEALTH

Established in 2010 with a clear vision of helping clients spot opportunities and trends in volatility, Edelweiss Private Wealth Management offers bespoke private wealth strategies to New Age Entrepreneurs, Business Owners/Promoters, Family Offices, C-Suite and Corporate Treasuries.

private wealth

Amongst top 3 Wealth Management businesses in India, in terms of Assets Under Advice (AUA), Edelweiss leverages technology to optimally bolster its comprehensive solutions platform through seamless integration, relevant solutions & in-depth insights and to build long-term client relationships.

Edelweiss Private Wealth Management also offers India’s first “subscription-based” wealth management platform – Infinity, which has been built on client insights and feedback.

Infinity combines customized investment strategies with a fee structure aligned to client interests.

Our other advisory services include:

  • Family Governance and Wealth Structuring
  • Asset Protection and Asset Transfer Strategies
  • Investment Management- Capital Markets, Real Estate,
    Currencies and Alternatives
  • Financing
  • Investment Banking
  • Risk Management
  • Insurance Advisory