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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

Total AUM

Rs.34.15 Cr.

1 Year Return

21.84%

Minimum Investment

Rs.50 Lakh

Experience

15 Years

Active Clients

53

Edelweiss Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.55 / 5

Fees

3.48 / 5

Experience

3.66 / 5

Support

3.64 / 5

Facilities

3.52 / 5

Overall Rating

3.57 / 5

Star Rating


Overview of Edelweiss Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Radhika Gupta

Founded In (year)

2009

No. of Active Clients

53

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Edelweiss PMS Returns or Performance

1 Year

21.84%

Nifty 50 - 1 Year

17.34%

3 Year

9.41%

Nifty 50 - 3 Year

13.57%

5 Year

22.38%

Nifty 50 - 5 Year

20.77%

Edelweiss PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

Flat 20% of Profit

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.75%

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

#1

Mr. Yashodhan Nerurkar

Edelweiss Portfolio Manager - Customer Support

Call Support

Available

Email Support

Not Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Edelweiss Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Not Provided

Switch Charges

1.1% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

2% within 1st Year

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Edelweiss PMS - SEBI Details

SEBI Reg. No.

INP000004631

Contact Person

Radhika Gupta

Email ID

NA

Telephone No.

022 4088 5670

Address

Edelweiss House, Off CST Road, Kalina, MUMBAI, MAHARASHTRA, 400098

Starting Date

Jan 20, 2015

Edelweiss Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Edelweiss Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Edelweiss PMS Backoffice or Dashboard Link

Web Platform

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