Edelweiss Partners

103

Evolve seamlessly from a single product advisor to a complete financial advisor only with Edelweiss Partners.

Now offering a complete partner solution through which our business partners can offer different products like Mutual Funds (MFs), IPOs, NCDs, Company Fixed Deposits (FDs), home loans and more, on a single platform to their clients.

With Edelweiss Partners app now you can-
- Initiate Transactions – Lump sum Purchase, SIP Registration, Single payment for multiple MF schemes,
- Initiate redemption anytime, anywhere and on the GO
- Start SIP instantly using Instant SIP via Net banking
- View Online Investment Portfolio – SIP Reports, Cumulative Portfolio, Fixed Deposit
- View Portfolio, Public Issue Transaction Details, Loans Details,
- View Commission paid details
- Financial Planning – Track your client goals and new goals
- View individual net worth and statements
- Triggers & Reminders for Products like Insurance premium, SIP debit etc.

The 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.

The mobile app is available for all our registered partners. Register as a business partner at www.edelweisspartners.com to grow with us.

Happy investing !
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What's New

Minor bug fixes
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Additional Information

Updated
June 19, 2018
Size
8.6M
Installs
1,000+
Current Version
1.0.6
Requires Android
4.0.3 and up
Content Rating
Everyone
Permissions
Offered By
Edelweiss
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