Smarter
- Multi Asset Class tracking platform: Monitor your investments across asset classes using My Edelweiss
- Personalised sub-portfolios:Create sub-portfolios based on your needs and financial goals
- Personalised insights:Get suggestions based on your portfolio holdings
- Alternative My Edelweiss channels: Access updated portfolio information through different channels like mobile and desktop application
Sharper
- Relevant research and strategies: Get personalised research and strategies for your stocks in your portfolio
- Complete picture of your investments: Analyse your investments through different perspectives using Edelweiss views
- Know your net worth at a glance: Get a complete calculation of your networth across asset classes
- Analyse performance: Track your cash flows and view your portfolio profitability
Simpler
- Single view, multiple insights: Dashboard design that makes information easier to comprehend
- Easy upload: Import your portfolio information using a simple excel file
- User friendly design: Clutter free interface that helps better accessibility and navigation
- Easy execution: Trigger a trade on your securities from the portfolio section
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