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.
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
- Investment Banking
- Risk Management
- Insurance Advisory