Edelweiss PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.
Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.
The Edelweiss Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
Edelweiss PMS - Snapshot
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Overview of Edelweiss Portfolio Management Services
Organization Type
Head Office
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Founded In (year)
No. of Active Clients
Minimum Investment
Investment Strategies
Edelweiss PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Edelweiss PMS Charges or Cost
Fixed Fees
Variable AMC
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Edelweiss PMS Investment Strategies
Strategy Name | Focused Mid Smallcap |
Start Date | 03-Aug-15 |
Category | Small & Mid Cap |
Benchmark | Nifty 50 |
AUM (Rs.) | Not Disclosed |
No. of Stocks | 24 |
1 Yr. Return | 21.84% |
3 Yr. Return | 9.41% |
5 Yr. Return | 22.38% |
Fund Manager | Mr. Yashodhan Nerurkar |
Top Portfolio Managers of Edelweiss Portfolio Management Services
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Edelweiss Portfolio Manager - Customer Support
Call Support
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Dedicated RM Support
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Issue Resolving TAT
Edelweiss Portfolio Management - Investment Facilities
Custom Strategy
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NRI Investment
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Edelweiss PMS - SEBI Details
SEBI Reg. No.
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Edelweiss Portfolio Management Services - Eligibility Criteria
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Edelweiss Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
Edelweiss PMS Backoffice or Dashboard Link
Web Platform