Edelweiss Private Wealth

Company overview:

We are one of the leading Wealth Management firms in India. Our clientele includes – New Age Entrepreneurs, Business Owners/ Promoters, Family Offices, CXOs and Corporate Treasuries. Our purpose is to help our clients capture opportunities and trends in financial markets and protect them from risks in a volatile world. We cater to ~2,800 of India’s wealthiest families as well as ~0.8M high net-worth individuals and other affluent clients.  

We offer diversified wealth solutions all under one roof:

  • For Entrepreneurs & Business Owners, we offer – Promoter Financing, Real Estate Financing, Advisory – Strategic, Legal, Tax, Investment Advisory, Risk Management and Wealth Structuring (Asset Protection, Succession Planning)
  • For Family Offices/Corporate Treasuries, we provide – Capital Raising (Equity/Debt/PE), Structured Credit, Business Advisory, Tax Advisory, Treasury Management, Investments Advisory and Currency Management
  • For CEOs/CXOs, we offer - ESOP Financing, Real Estate Financing, Investment Advisory, Advisory (Strategic, Legal, Tax), Specialized Solutions (Securities Lending -Borrowing Scheme, Risk Management) and Wealth Structuring (Asset Protection, Succession Planning)  

We bring value with our 360 Degree Advisory, Expertise Across Asset Classes, sophisticated Risk Management practices, Technology-backed Platform and Robust Research Capabilities. Over 11 years, we achieved success by believing in the power of agility and consistently delivering an everevolving wealth management proposition. Our customer assets under advice have grown with an ~40% cumulative annualized growth rate from USD 2.5 Bn in the fiscal year 2015 to ~USD 26 Bn in the fiscal year 2022.

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Sep 7, 2022   

INDIA WEALTH MANAGEMENT FORUM 2022 We were delighted to host our 10th annual event in India for the Private Wealth Management Community. Thanks to our Partners - Henley & Partners, Trident Trust, Edelweiss Wealth Management, Intellect Design Arena, Motilal Oswal Asset Management Panels and presentations covered these...

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India

Curating the Right Solutions for India’s HNWI Clients in Today’s Environment A panel of experts debated the key trends on wealth structuring and wealth planning for India’s wealthy private clients and discussed how the industry should best engage and retain younger generation clients, as more and more wealth is transferred to the next generations.