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  • Wealth Management

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    anchit_aswani
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    Edelweiss Securities Private Limited provides wealth management services through different investment avenues such as portfolio management, mutual funds, insurance, art funds, real estate funds, structured products, derivatives strategies, and loan/financing options. The company trains new recruits through normal sessions with feedback, illustrative client pitches with feedback, and speech documents and training to learn about products on an intranet platform.

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    Edelweiss Securities Private Limited provides wealth management services through different investment avenues such as portfolio management, mutual funds, insurance, art funds, real estate funds, structured products, derivatives strategies, and loan/financing options. The company trains new recruits through normal sessions with feedback, illustrative client pitches with feedback, and speech documents and training to learn about products on an intranet platform.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd
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    Download as ppt, pdf, or txt
    503 views7 pages

    Wealth Management

    Uploaded by

    anchit_aswani
    Edelweiss Securities Private Limited provides wealth management services through different investment avenues such as portfolio management, mutual funds, insurance, art funds, real estate funds, structured products, derivatives strategies, and loan/financing options. The company trains new recruits through normal sessions with feedback, illustrative client pitches with feedback, and speech documents and training to learn about products on an intranet platform.

    Copyright:

    Attribution Non-Commercial (BY-NC)
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    of 7

    WEALTH MANAGEMENT

    STUDY OF DIFFERENT INVESTMENT


    AVENUES

    By
    Ashish Rungta
    Edelweiss Securities Private Limited
    Date: 25/04/2006
    About

    Edelweiss
    About

    Edelweiss Wealth Management


    Wealth Management
    Business Model
    Different Investment
    Avenues
     Portfolio Management Service
     Mutual Fund Advisory
     Insurance Advisory
     Art Fund
     Real Estate Fund
     Structured Products & Derivative Strategy
     Loan Against Securities / IPO Financing
     Others
    Training and learning platform
    for new recruits

    AV Information
    Recruit

      
     Training Format
    Normal training  Intra Net Platform 
    sessions &  to Know In and Out 
    feedbacks of Products

    Illustrative pitching 
    Speech document 
    of clients by 
    and speech 
    recruits and feed 
    training
    back
    THANK
    YOU

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