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Edelweiss Granted Certificate of Registration to Act as an Investment Advisor


News provided by

Edelweiss Financial Services Limited

20 Sep, 2013, 09:53 IST

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MUMBAI, September 20, 2013 /PRNewswire/ --

Edelweiss Investment Adviser Limited, that offers financial planning services, has been granted certificate of registration to act as an Investment Advisor by SEBI. Edelweiss is one of the first few companies to have received this certification from SEBI.

Edelweiss Financial Planning offers a fee-based comprehensive financial planning service that enables individuals to identify define and create a plan to achieve their financial goals. This service provides a systematic process that begins by first articulating needs, goals and aspirations, and then providing them with a detailed blueprint that presents the entire journey to their financial life. The core philosophy is to work in the interest of the clients and the financial plan is developed keeping the clients goals foremost. A qualified and well-trained team of Certified Financial Planners (CFPs) handhold the client in the financial planning process and also assist the client in the easy execution of the plan through an easy to use sophisticated technology platform. Periodic reviews are conducted to ensure that the goals remain in sight and are tracked to completion.

Mr. Nirmal Rewaria, SVP and Business Head, Edelweiss Financial Planning said, "At Edelweiss, we understand the importance of listening - listening to our client's goals, dreams and aspirations. We work closely with them to understand their current scenario and their future goals. It helps us a lot in creating a financial plan that is best suited for them."

He further adds, "A lot of people plan for life's temporary events like birthday parties, job interviews and holidays while giving little or no attention to plan for something that's going to be with them forever - their finances. Hence this service assumes a lot of importance in an individual's life."

About Edelweiss Financial Services

Edelweiss is a leading Indian company that provides a broad range of financial products and services to a substantial and diversified client base that includes corporations, institutions and individuals. It offers products and services spanning across asset classes, consumer segments and geographies. Its businesses are broadly divided into Credit-Wholesale; SME; Housing, Financial Markets; Commodities and Life Insurance. The group's research driven approach and proven history of innovation has enabled it to foster strong relationships across all segments of clients. The life insurance, retail finance, housing finance, mutual fund and retail financial markets businesses have paved the way for Edelweiss to cater to the large retail client segment. Edelweiss's presence now spans 195 offices in 112 cities in India and abroad with over 4000 employees. Along with a 6,000 strong network of authorized persons and sub-brokers, Edelweiss group has presence across all major centers in India catering to over 460,000 clients under various businesses in retail and wholesale segments. 

Edelweiss Financial Services trades under the symbols NSE: EDELWEISS, BSE: 532922, Bloomberg: EDEL.IN, Reuters: EDEL.BO. To learn more about the Edelweiss Group, please visit www.edelweissfin.com.                  

Primary Media Contact: Revathi Pandit, [email protected], 91-22-40635433

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