WEALTH MANAGEMENT

PRIVATE WEALTH

Established in 2010, Edelweiss Private Wealth offers bespoke wealth strategies to New Age Entrepreneurs, Business Owners, Family Offices, C-Suite and Corporate Treasuries to protect and grow their wealth. Set up with the maxim of Customer First, our wealth platform combines the best of technology and personalized service to bring world class advisory across asset classes, easy transaction enablement and insightful reporting.

private wealth

One of the leading Wealth Management businesses in India by Assets Under Advice (AUA), we leverage our integrated platform to provide relevant solutions and in-depth insights to support our clients’ long-term goals and ambitions.

Our purpose is to help our clients spot opportunities and trends in financial markets and protect them from risks in a volatile world.

Our value proposition:

  • Expert advice across the spectrum: Leveraging expertise of the Edelweiss Group
  • Comprehensive Risk Management: Multiple
    layers of monitoring to protect client interests
  • Governance & Transparency: Strong controls and transparency on fees

 Our bouquet of offerings includes:

  • Family Governance and Wealth Structuring
  • Asset Protection and Asset Transfer Strategies
  • Investment Management, Capital Markets, Real Estate, Currencies and Alternatives
  • Financing - Against instruments (MFs/ESOPs/Stocks/Bonds etc.)
  • Investment Banking
  • Risk Management
  • Insurance Advisory

    To know more visit: https://wealth.edelweiss.in/

FINANCIAL SERVICES

WEALTH MANAGEMENT