OUR AFFILIATIONS

With an asset base of more than Rs. 32,000 Crores, combined with an experience of 22 years, Edelweiss brings with itself unparalleled knowledge in Indian equity markets with its wide range of portfolio management services and investment-linked products.

With this affiliation, we aim to provide the best-in-class front-end for all your queries and concerns, backed by our dedicated team from Edelweiss to pick and choose multi-baggers for your portfolio.

Here is a glimpse of some of the products offered by Edelweiss:

 

HEXAGON:

  • ‘Hexagon’ is an investment linked structured product offered by Edelweiss as a part of its portfolio management services
  • With an AUM of over Rs. 170 Crores, ‘Hexagon’ focusses on the Small & Mid-Cap segment in the equity market
  • Looks at a three-year horizon
  • Combines the different styles of investments, viz. Growth style, quality style, momentum style & Value style

 

  • SMART ASSET ALLOCATION:
    • ‘Smart Asset Allocation’ is a portfolio management service offered by Edelweiss for those who do not prefer direct investment into equity
    • Investment positioning is into diversified mutual funds investing in multi-asset classes such as debt, gold, domestic & global equity, amongst others
    • Looks at a five-year horizon
    • This service is bifurcated into three levels, based on the risk appetite of the investor