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.
|Created||19 Oct. 2021|
|Incorporated||30 Apr. 2008|
|Trustee||Edelweiss Trusteeship Company Ltd.|
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).
Here are the documents required in order to invest in a mutual funds scheme through Bajaj Markets.
Experienced fund managers work to manage the company's schemes and deliver results to investors looking to make serious gains.
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.
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.
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.
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.
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.
|Phone||+91 22 4093 3400|
|Address||Edelweiss House Off C.S.T. Road, Kalina|
Edelweiss Mutual Fund offers 44 mutual fund schemes across different categories.