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How does it help you grow your business?
Digital revolution is currently driving the economy and the financial sector is getting affected favorably through it. Digital payment systems are being encouraged for the growth of a less-cash society in India. Similarly, the regulators are contemplating allowing the use of mobile wallets for investing in Mutual Funds. This is going to revolutionize the industry, considering the increased use of such payment methods post demonetisation. Besides this, the retail participation in MFs and IPOs is also seeing higher interest buoyed by the recent rally in stock markets and good returns given by the recently listed IPOs. So, the time is ripe to increase your client base and also provide value-added services to your existing and prospective clients.
How does it help you manage your client's wealth the easier way with Edelweiss partners?
Edelweiss Partners enables you to plan the financial journey for your clients easily by providing a number tools like client goal planning etc. Discussing the requirements with the client and chalking out a strategy to drive your client on the right way enables you to recommend the right product to your client. Further, while this emphasizes on the planning part, care has been taken to make the execution of the wealth creation strategy equally easy. 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.
How does Edelweiss partners help you handle your clients with Mutual Funds?
Edelweiss Partners can be used by the business associates to manage their business and recommend mutual fund investments online.The online platform offers Mutual fund schemes across categories and fund houses, duly backed by research reports, expert analysis, fund recommendations and financial planning tools. Further, the performance of the investments can be tracked on a real-time basis along with thecreation of customized portfolios and research reports to suit the clients' needs. It is also equipped with an e-locker facility wherein the documents of the clients can be stored securely.Besides this, the online interface provides full back office support as may be required to service the client including transaction history, financial calculators, portfolio performance etc. This enables the business associates to servethe clients with a unique data-driven financial plan.
Having clients with varying risk appetites, why Edelweiss Partners is the right solution for you?
The online platform provides access to both equity and debt products. So whether your client is an aggressive investor with a healthy risk appetite or a conservative investor seeking protection to the invested capital, Edelweiss Partners offers solutions for all.
What to do if your client is averse to investing in stocks?
Edelweiss Partners allows you to add an excellent debt product to your services portfolio and offers you access to subscribe to Company fixed Deposits and bonds through its user-friendly platform. You can avail of the facility of pre-printed FD forms to simplify paperwork and improve efficiency. Further, you can also manage multiple client FD portfolios remotely using the Edelweiss Partners App
How does it help you transact on behalf of your clients?
It comes with an e-transaction facility to help you undertake transactions at a click of the mouse in the best interest of your clients. Further, the platform's variant also allows the client to undertake their transactions by themselves, enabling them to take anactive part in personal finances and make timely investment decisions on the go.
If your client is not with you to invest money, but borrow some, here's how it helps you
Edelweiss Partners is the largest distributor of loans and has strategic tie-ups with multiple Housing Finance Companies and lending companies in India, enabling us to offer the complete range of loan products to our partners' clients. So, while you offer unmatched value to your clients through highly competitive interest rates, you also earn attractive, fair, and transparent commission
What are the charges to use Edelweiss Partners?
Edelweiss believes in building relationships. Zero fee for the technology comes up as the icing on the cake as the ease of handling your business comes up at no extra cost.
Edelweiss Partners, therefore, emerges as a one-stop solution for your advisory transactions which helps you complete financial support with online transaction platform and back office support.Spend more time with your clients because Edelweiss Partners manages the back-office tasks for you.
Click below to avail complete financial solutions for advisors
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