Edelweiss Mutual Fund

About Edelweiss Mutual Fund

Among one of the newest and fastest-growing AMCs, Edelweiss Mutual Fund was established in 2008 and offers investment solutions for different investor portfolios. The AMC has an AUM of over ₹1 Lakh Crores, making it one of the houses with the fastest industry rating growth between 2017 and 2022.

 

The AMC offers funds in eight categories, including passive debt and equity funds, with returns going up to 12.94% since inception. With offices in major cities and an experienced investment team, the AMC provides for a range of investment goals and risk tolerance.

Incorporated	30 Apr. 2008
Mdceo	Radhika Gupta
Trustee	Edelweiss Trusteeship Company Ltd.
Cio	NA

How to Invest in Edelweiss Mutual Fund?

Investing in Mutual Funds on Bajaj Markets includes a hassle-free, end-to-end online procedure with no tedious form filling or branch visitations. You can follow the steps given below on the Bajaj Markets website and the app as well. 

 

• Step 1: Log in using your mobile phone number

• Step 2: Under ‘Investments’, choose ‘Mutual Funds’

• Step 3: Fill in basic information such as your bank account number, PAN Card number, etc. 

• Step 4: Start your investment journey with Bajaj Markets once your account has been activated

   

You can invest through various payment methods like UPI, net banking, real-time gross settlement (RTGS), and national electronic funds transfer (NEFT). 

Documents Required to Invest in Edelweiss Mutual Fund:

Here are the documents required in order to invest in a mutual funds scheme through Bajaj Markets.

 

• PAN Card

• Voter ID

• Driving Licence

• Passport

Top Fund Managers

Experienced fund managers work to manage the company's schemes and deliver results to investors looking to make serious gains. 

1. Trideep Bhattacharya

Chief Investment Officer (CIO) in Equities, Trideep Bhattacharya has more than two decades of equity investment experience in the Indian and overseas markets. He has a PGDM in Finance and B. Tech in Electrical Engineering. He has worked with Axis Asset Management Company, UBS Global Asset Management, and State Street Global Advisors. He has managed an AUM worth over ₹7,000 Crores and 15+ schemes. 

2. Bhavesh Jain

Having joined the AMC in 2008, Bhavesh Jain has 10+ years of experience and is currently the Co-Head of Hybrid & Solutions Funds. In his role, he manages ETFs and funds that are a part of Risk Adjusted Returns Strategies. He has a Master’s in Management Studies and an MBA in Finance. With an AUM worth ₹20,000+ Crores, he has managed 50+ schemes. 

3. Bharat Lahoti

Co-Head of Hybrid & Solutions Funds, Bharat Lahoti, Bharat Lahoti has 15+ years of experience in portfolio management and macro and sector research. He has a Master’s in Management Studies and a BE in Electronics and Telecom. He has also worked with a global hedge fund - DE Shaw Group. With Edelweiss Mutual Fund, he has managed AUM of over ₹14,000 Crores and 30+ schemes.

4. Dhawal Dalal

Senior Executive Vice President & Chief Investment Officer of Fixed Income at the AMC, Dhawal Dalal, has over 20 years of experience and handles retail as well as institutional clients. He is an MBA from the University of Dallas and has previously worked with DSP Black Rock Investment Managers Private Limited. He has managed an AUM worth ₹40,995+ Crores and 60+ schemes. 

5. Pranavi Kulkarni

Associated with the AMC since 2017, Pranavi Kulkarni started as a Credit Analyst and is now a Fund Manager in the Fixed Income team. She has an MBA and a BE in Computer Science with 10+ years of experience in credit rating, banking, and asset management. She has managed an AUM of over ₹2,000 Crores and 20+ schemes.

Email	NA
Phone	+91 22 4093 3400
Address	Edelweiss House Off C.S.T. Road, Kalina