Edelweiss Partners: Simplifying your lives

With the evolving markets and increased investor education, the clients today have much more expectations than ever. One needs to be thorough with research, products comparison and their suitability to the client's needs. Edelweiss has always been at the forefront of the capital market.To enhance our client coverage, we are planning to expand our branch network to 9 more cities. We are already witnessing a healthy growth in Mutual Fund SIPs in Tier-1 and Tier-2 cities and with the robust branch network, we are confident to achieve all our internal targets. We have also been Ranked 1 in Equity and debt issues for last 2 years and among the Top 5 national distributors for loans, Pan India andthis would not have been possible without the support of our business associates.

Multi product platform

With an intent to help our partners grow their business, Edelweiss came up with the idea of offering a multi-product platform, Edelweiss Partners,exclusively for its business associates. Theplatform gives an access to different products in the market like Mutual Funds (MFs), IPOs, NCDs, Company Fixed Deposits (FDs),home loans etc. to scale up theirbusiness across a variety of products. You can have a consolidated view of all the investments made by your client at one place, thereby making your job of portfolio management and wealth monitoring easier.

Data driven financial plans

With mutual funds continuing to be the focus areas for us, our business associates can also use the platform to recommend mutual fund investments online, which is duly backed by research reports, expert analysis, fund recommendations and financial planning tools. Besides making fresh investments for the clients, it also makes the job of reviewing the performance of the portfolio an easier task as the investments can be tracked on a real-time basis along with the customized portfolio reports to suit the clients' needs. This will enable you to serve the clients with a unique data-driven financial plan.

Participate fully in the IPO action

Besides this, the retail participation in IPOs is also witnessing high growth, primarily due to stellar listing gains by some of the newly listed shares. The euphoria in IPO market also gets captured with the subscription details in the recent IPOs wherein the retail quota gets subscribed much swiftly than the HNI or QIB quota. With the platform offering you to view the IPO bid status and allotment status online, you can use this to provide value-added services to your existing and prospective clients. You can also view the latest subscription figures for the open public issues/ IPOs and provide valuable insights to your clients.

The platform has indeed been designed to be useful to the investors of varying risk appetites as it provides access to both equity and debt products. So an aggressive investor client or a conservative investor client, Edelweiss Partners is for all.

Variety of debt products

Edelweiss Partners allows you to add an excellent debt product to your services portfolio and gives you access and information in respect of the Company fixed Deposits and bonds through its user-friendly platform on behalf of your clients. To help you with the documentation and KYC procedures, it gives you the facility of pre-printed FD forms. The facility to invest in company FDs is also available through the portal for select companies, thereby saving you from the hassles of filling the application form and the related documentation.

Facilitate loans for your clients

Being the largest distributor of loans, Edelweiss has strategic tie-ups with multiple Housing Finance Companies and lending companies in India and as such the platform offers you a complete range of the loan products to your clients. This translates into an attractive, fair and transparent commission, as you offer unmatched value to your clients through highly competitive interest rates.

Leverage our digital solutions

Recognizing the potential of Digital India to grow your business, Edelweiss Partners has now developed a mobile app for its partners and clients. Coming up with a simple and insightful dashboard, it allows you to track your client's portfolio with a single click. You can also invest in Mutual Funds through online transaction facility in the app itself and help your clients earn a better return on their investments through Company Fixed Deposits.

Helping your clients and the associates alike, the mobile app also gives you an access to business and commission reports to help you manage your business. The product information for various products being offered through the platform can also be accessed through the mobile app. In the times when 'End of Season Sales' (EOSS) are the flavor of the season, the app provides you information about latest offers for the clients and customers.

Spend more time with your clients

The platform on the web and through mobile app comes to you at no extra cost. With all the above features and ease of transacting, Edelweiss Partners emerges as a one-stop solution for all your needs. Edelweiss also offers marketingsupport in terms of providing research reports, product brochures, application forms etc. so that all the investing and financial requirements of your clients are taken care of. Now, spend more time with your clients because Edelweiss manages the back-office tasks for you.

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