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 !