Our Investment Principles

Follow Asset Allocation

Asset allocation is the most important factor determining portfolio performance

Being contrarian can be rewarding

We will stick to facts and not be swayed by noise and momentum

Protect Downside

We will actively manage risk and ask ourselves - what can go wrong

Costs matter

All investment decisions will be taken based on a cost benefit study

Our investment process explained

Global Investment Committee, Asset Class experts
Asset Class
Client Alignment
by Fund Manager
Family Council
and financial Advisor View

Your Approach, our experts

Alok Saigal

Head, Private Wealth

Amit Agarwal

Head, Edelweiss Stressed Assets Strategy, Stressed Fund

Amit Rajawat

Fund Manager, Edelweiss Infinity PMS

Anshu Kapoor

Head, Investment Management

Ashish Kehair

MD & CEO, Edelweiss Wealth Management

Dhawal Dalal

CIO-Fixed Income, Edelweiss Asset Management

Kapil Gupta

SVP - Research Analyst, Institutional Equities

Keyur Ajmera

Chief Risk Officer, Wealth Management

Onkarpreet Jutla

Executive Vice President, PWM Product

Prannav Parikh

Managing Partner and Head, Edelweiss Private Equity, Crossover Series 3

Sandeep Raina

SVP - Research Analyst, Wealth Management

Sanjeev Rastogi

Senior Executive Vice President, Real Estate Financing, Private Debt

Saurabh Rungta

Managing Partner & CIO, Private Wealth

Shiv Sehgal

President & Head, Institutional Securities 

Ajay Marwaha

Head – Fixed Income Structuring

Safeguarding your portfolio

Active monitoring of your portfolio

On demand access to detailed portfolio holding reports and analytics

Investment Policy Statement driven monitoring based on specified limits across parameters

  • Asset Class and product category exposure
    • Security level, issuer level & Manager level exposure
      • Market Cap & Credit Exposure
        • Portfolio liquidity

Find more about Edelweiss Infinity today