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 sigh t and are tracked to completion.
Nirmal Rewaria, SVP and Business Head, Edelweiss Financial Planning said â€śAt Edelweiss, we understand the importance of listening - listening to our clientâ€™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 themâ€ť.
He further adds, â€śA lot of people plan for lifeâ€™s te mporary events like birthday parties, job interviews and holidays while giving little or no attention to plan for something thatâ€™s going to be with them forever â€“ their finances. Hence this service assumes a lot of importance in an individualâ€™s life.â€ť
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