Edelweiss Asset Management Limited Mutual Funds Investments

Edelweiss Mutual Fund

Edelweiss Mutual Fund is one of the most recently established funds houses in India. It is further managed by Edelweiss Asset Management Limited. Edelweiss Financial Services Ltd. is the parent company. In fact, it is the sole controller of the entire group of companies. 
Edelweiss Financial Services started its operation in India in 1996. Since then it has played a key role in the Indian Financial sector. Edelweiss Financial Services started dealing in Mutual Funds in 2008 when the economy was facing a setback.

About Edelweiss Asset Management Limited

Despite all odds, they founded the Edelweiss Asset Management Company Limited (EAMC) in August 2008. Thereafter, they launched mutual funds in the market through the company. Not to mention that due to the market conditions the mutual funds did not muster much attention.
However, in no time Edelweiss Mutual Fund picked up the pace. With their investor-friendly portfolios and high-end strategies, they started flourishing in the financial market. Edelweiss AMC now also deals with Alternative Investment. This has been their historical performance.

Presently, Edelweiss Asset Management Company manages a total AUM of Rs.11,841 invested in over 84 schemes. This all in all makes them one of the largest AMC in India. Not to mention they have about 11 distribution centres across the country.  
The main objective of EAMC is to provide a broad range of products to its investors. Above all, they strive to bring in the investor-friendly approach and create better customer support. They offer various products in order to help their investor achieve a financial goal.
Besides Edelweiss Asset Management Company is considered the only one company which focuses on digitalization. They rely on innovation and do not follow the conventional ways of investing. They However provide tech-friendly experience to its investors.  

Edelweiss AMC offers products in equity, debt and liquid categories. Their vision is to become one of the most respectable fund houses across the world. 

How to Invest in Edelweiss Mutual Funds via Scripbox?

KYC Required To Invest In Edelweiss Mutual Fund

KYC stands for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfil the KYC procedure before investing in a SEBI registered mutual fund. A KYC form will include details of identity, address, financial status, occupation, and demographic information.

You can get your KYC done with Scripbox. The following KYC documents required by Resident Indians and PIO residing in India:

• Photograph
• Pan Card
•  Address proof (Aadhar Card (Both Front & Back) / Driving License/ Passport/ Voter ID Card) 
• KYC Authorisation Letter. (Please write on a paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
• Video Selfie: Record a video by facing the camera for 5 seconds.

One can upload the clear colour scanned copies of their KYC documents during the registration itself. Or. They could share your KYC documents at help@scripbox.com or WhatsApp it to us on +91-8884448026.

Fund Managers of Edelweiss Mutual Fund

Fund Managers are professionals who manage various assets. They also help investors achieve their financial goals. They are the person who directs the fund management decisions.

Moreover, choosing an active fund manager for managing your investments is one of the most important things to do. 

Here is a list of top performing Fund Managers of  EdelweissMutual Fund. These funds managers are from Equity as well as Debt Schemes.

Equity Fund Managers

Mr. Harshad Patwardhan

Mr Patwardhan is the Chief Investment Officer – Equities at Edelweiss AMC. He has an overall experience of 25 years in various capacities. Not to mention he has gained a lot of respect for his historical performance in the financial market.

Prior to joining the company, he worked at various firms. He joined JP Morgan AMC as Executive Director and Head of Equities. Later in 2016, he was elevated to the post of CIO after Edelweiss acquired schemes of JP Morgan.

He also worked at various MNC brokerage firms as a Senior Research Analyst.

Mr Patwardhan is a B.Tech graduate from IIT- Bombay. In addition, he has done his MBA in Finance from IIM-Lucknow. He has also earned his CFA degree from the CFA Institute. Above all Mr. Patwardhan heads a team of highly experienced fund managers in the equity sector. He personally manages an AUM of  Rs. 2,006cr invested in about 12 schemes. Some of the funds that he manages are –

Edelweiss Large and Mid Cap Fund

Edelweiss Multi Cap Fund and Edelweiss Midcap Fund

Mr. Bhavesh Jain

Mr Jain is the Fund Manager- Equity at Edelweiss Asset Management Company. He has been associated with the Company since January 2008. He possesses overall experience of 10 years in the financial market.

Earlier, he joined Edelweiss in the low-risk trading team. This team was responsible for looking at arbitrage between SGX Nifty and NSE Nifty.

Presently, he manages several funds at Edelweiss AMC. These funds are a part of the risk Risk-Adjusted Return Strategies. In addition to this, he also manages an ETF.

Mr Jain has a masters degree in Management Studies from N.L. Dalmia Institute. In addition to this, he has also done his MBA in Finance from Mumbai University.

Mr. Bharat Lahoti

Mr Lahoti is the Fund Manager – Equity at Edelweiss Asset Management Company. He has altogether about 13 years of experience in portfolio management. In addition to this, he has also gained experience in macro and sector value research.

Prior to joining Edelweiss, Mr Lahoti had worked with Marquee Investment Bank and AMC. He also worked with DE Shaw Group as Sector Manager.
Mr Lahoti has done Masters in Management Studies in Finance from N.L. Dalmia. In addition, he has also done his BE in Electronics and Telecom from Mumbai University.

Mr. Hardik Varma

Mr Varma is the Fund Manager – Equity at Edelweiss Asset Management Company. He has been associated with the Company since September 2015. With about 5 years of experience in the financial market, Mr Varma holds the post of Fund Manager at Edelweiss.
At Edelweiss his role is to devise a strategy for risk-adjusted investments. Prior to joining Edelweiss, he was associated with ICICI Securities as Research Analyst.

Mr Varma completed all 3 levels of the CFA Program (US) in 2015. In addition, he has also done B.Tech in IT from Nirma University. Not to mention he is also an MBA in Finance from NHIMS.

Mr. Harsh Kothari

Mr Kothari is the Fund Manager- Equity at Edelweiss Asset Management Company. He has been associated with the company since 2017. He possesses about 8 years of experience in the financial market.

Prior to joining Edelweiss AMC, he worked with JP Morgan India Pvt. Ltd. as Research Analyst. His other work experience comes from Morgan Stanley Advantage Services Pvt. Ltd. He gained experience in tracking companies across sectors.

At Edelweiss he manages funds like- Edelweiss Long Term Equity Fund and Edelweiss Tax Advantage Fund.

Mr Kothari is an MBA in Finance from R.A. Poddar College Mumbai. He has also done his Bachelor in Management Studies.

Mr. Pratik Dharmshi

Mr Dharmshi is the Fund Manager – Equity at Edelweiss Asset Management Company. He has been associated with the Company since 2017. He possesses more than 9 years of experience in the financial market.

Prior to joining Edelweiss AMC, he worked with JP Morgan as Equity Value Research Analyst. In addition, he also worked with CRISIL India Ltd and Morgan Stanley Advantage Services.

At Edelweiss AMC, Mr Dharmshi manages different risks associated with investment returns.

Academically, he has done his bachelors in Commerce from the University of Mumbai. In addition, he is also a qualified Chartered Accountant from ICAI.

Debt Fund Managers 

Mr. Gautam Kaul

Mr Kaul is the Fund Manager – Debt at Edelweiss Asset Management Company. He has been associated with the Company since 2016. He holds more than 15 years of experience in the financial market. 

Mr Kaul earlier worked with renowned fund houses. He has work experience with Sahara, IDBI AMC and various firms. He has worked in various capacities in these firms.

Mr Kaul is an MBA in Finance from Pune University. He also has strong knowledge in the Fixed Income Schemes.

Mr. Rahul Dedhia

Mr Dedhia is a Fund Manager, Debt Sector at Edelweiss Asset Management Company. He has over 9 years of experience in the financial market.

His career started with Alka Securities in the Year 2009. He had also worked with DHFL Pramerica, Deutsche Mutual Fund and Peerless Mutual Fund.

Mr Dedhia is an MBA in Finance. In addition, he has also done his Bachelor’s in Engineering.