About the Company

Edelweiss Financial Services Limited is registered with Securities and Exchange Board of India (SEBI) as Category I - Merchant Banker. The company was incorporated on November 21, 1995 and is the ultimate holding company of Edelweiss group of companies.

Business area of the company

The Company is principally engaged in providing investment banking services and holding company activities comprising of development, managerial and financial support to the business of Edelweiss group entities.

Products and Services


1. Retail Credit:

  • Housing Finance
  • SME & Business Loans
  • Loans Against Shares
  • Agri & Rural Finance

2. Corporate Credit

Investment & Advisory

1. Wealth Management

  • Personal Wealth
  • Private Wealth

2. Asset Management

  • Mutual Funds
  • Alternate Asset Advisors
  • Multi Strategy Funds
  • Distressed Assets Resolution

3. Capital Markets

  • Investment Banking
  • Institutional Equities
  • FX And Rates
  • Asset Services
  • Financial Product Distribution


1. Life Insurance

2. General Insurance



  • Excellence in Wealth Management India
  • Best use of video - Edelweiss SME campaign
  • Best product innovation - Wealth Plus
  • Best housing finance company (mid and small) - Edelweiss Housing Finance Limited
  • Best use of mobile technology in financial services - Edelweiss Global Wealth Management
  • Insurance Broker of the Year - Edelweiss Insurance Brokers
  • Best Customer Centric Culture - Edelweiss Global Wealth Management


  • Best Wealth Manager, India Domestic
  • Best Private Bank - India Domestic
  • Best Asset Servicing - Emerging Markets
  • Dream Employer of the Year (financial Services)
  • Best Talent Management Strategy
  • Best Affordable Housing Finance Company - Edelweiss Housing Finance Limited
  • Product Innovator of the year (Zindagi Plus)
  • Best In House Corporate Communication & PR Team of the Year
  • Best Product Launch/Re-Launch PR Campaign of the Year (ETLI’s Wealth Plus)
  • Golden Peacock Award for Risk Management
  • Affordable Housing Finance Company of the Year (Edelweiss Housing Finance)
  • Best Performing Institutional Member
  • Silver for Excellence in the Annual Report Category (Edelweiss Annual Report 2018)
  • Among the top 100 communication materials worldwide (Edelweiss Annual Report 2018)
  • Best Marketing Strategy (BFSI) - Asian Games Campaign
  • Best Wealth Manager - India
  • Outstanding Contribution to Wealth Management
  • Innovative Product of the Year (Zindagi Plus)
  • Gold for Best Induction Training Program
  • Best BTL Campaign for Financial Services (India 2025 Conference)


  • Best SME Lending Company of the Year
  • Best Merchant Banker in Debt Capital Market - Public Issue (Fixed Income Advisory)
  • Best Professional Clearing Member of the Year (Custodial Services)
  • Best Retail IPO Bidding Member (Personal Wealth Advisory)
  • National CSR Award
  • Best Private Bank, India (Private Wealth Management)
  • The Disruptive 100 Award 
  • Best Affordable Housing Finance Company of the Year (Mortgages)
  • Best NBFC in SME Finance of the Year (SME Lending)
  • IT Genius Award for Cloud Excellence (Technology)
  • Global Award for Excellence in Quality Management & Leadership (PWM COO Unit)
  • Effective Use of Marketing Communication Award (Asset Management Ltd)
  • Best Torchbearers of Commodity Derivatives Market (Professional Investor Research Team)
  • Gold Award for Best use of AI in Real Estate (Real Estate Advisory Practice)
  • Gold Award for Creative PR Campaign (Edelweiss Tokio Life Insurance, Zindagi Plus)
  • Bronze Award for Effective Digital Campaign (Edelweiss Tokio Life Insurance, Zindagi Plus)
  • Gold for Best Experiential Marketing
  • Best Business Transformation Award (SME Lending)
  • Best Omni-Channel Customer Experience Award (Salary Advance)
  • Best Use of Data Analytics to Improve Customer Experience (Personal Wealth Advisory)
  • Best Use of Technology in Risk Management (Treasury Risk & Technology team)
  • Best Contact Center (Edelweiss Tokio Life Insurance)
  • Best Private Bank - India
  • Customer Centric Advisory of the Year (Personal Wealth Advisory)
  • Best use of Voice of Customer (Personal Wealth Advisory)
  • Top 20 Financial Innovations of India (Project Phygital)
  • Most Innovative Learning Intervention (Ignite)
  • Best Learning Strategy of the Year (Business Leaders Program)
  • Innovative use of OOH Media
  • Youngest winner across categories (Edelweiss General Insurance)


  • Best Email Marketing Campaign
  • Best risk technology implementation of the year
  • Top 25 Financial Innovations of India
  • Best BFSI Technology Award - Cloud
  • Best Technology Implementation
  • Best IT Team of the Year
  • Best Use of Technology to Enhance Customer Experience (SME Lending)
  • Best Customer Centric Culture (Personal Wealth Advisory)
  • Best Customer Experience Team of the year
  • Best Product Launch PR Campaign of the Year for Edelweiss Mutual Fund’s Bharat Bond ETF Launch
  • Most innovative investor education program - Edelweiss Mutual Fund
  • Top 25 Financial Innovations of India (SME Lending)
  • Iconic Brands of India 2020 - Edelweiss Mutual Fund
  • Best Broker, India


  • 2000: Acquisition of Crossborder Investments Private Limited
  • 2001: F & O license obtained in the year 2001
  • 2002: NBFC registration of Crossborder Investments Private Limited Acquisition of Rooshnil Securities Private Limited
  • 2004: Commencement of Commodity Broking
  • 2005: Commencement of Insurance Broking
  • 2006: NBFC registration of ECL Finance Limited
  • 2006: Managed the first Qualified Institutional Placement under the new regulatory framework in India
  • 2006: Advised the first AIM listing of a listed Indian corporate
  • 2007: Clearing Member License
  • 2008: Edelweiss Capital informed that: ‘The Board of Directors of Edelweiss Capital Limited, vide a Circular Resolution passed on April 7, 2008 have approved change in the Company Secretary and Compliance Officer of the Company from Smruti Jhaveri to Chetan Gandhi.’
  • 2008: Edelweiss gets SEBI nod to launch MF
  • 2009: Edelweiss Capital appointed Berjis Desai as an Additional (Independent) Director on the Board of Directors of the Company with effect from November 18, 2009.
  • 2009: Edelweiss forms venture with Tokio Marine
  • 2010: Edelweiss Capital bought Anagram for Rs 164 crore
  • 2011: Company has changed its name from Edelweiss Capital Limited to Edelweiss Financial Services Limited 
  • 2014: Edelweiss Financial Services Limited acquires Forefront
  • 2016: Edelweiss Financial Services Limited agreed to acquire Ambit Investment Advisors’ flagship hedge fund Ambit Alpha Fund with an AUM of over Rs.1,100 crore
  • 2017: Edelweiss iAmTeamIndia Campaign to support Indian Olympic Team
  • 2018: Edelweiss Mutual Fund launches Edelweiss Maiden Opportunities Fund - Series 1
  • 2019: Edelweiss AMC launches ‘Galaxy’ for its partners
  • 2019: ECL Finance Limited announces strategic partnership with Bank of Baroda to co-lend to MSMEs
  • 2020: Edelweiss Mutual Fund's 'BHARAT Bond ETF' lists on National Stock Exchange (NSE)
Parent OrganizationEdelweiss Financial Services Ltd.Managing Director
Founded1995NSE SymbolEDELWEISS