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WEALTH MANAGEMENT

STUDY OF DIFFERENT INVESTMENT
AVENUES

By
Ashish Rungta
Edelweiss Securities Private Limited
Date: 25/04/2006
About

Edelweiss
About

Edelweiss Wealth Management
Wealth Management
Business Model
Different Investment
Avenues
 Portfolio Management Service
 Mutual Fund Advisory
 Insurance Advisory
 Art Fund
 Real Estate Fund
 Structured Products & Derivative Strategy
 Loan Against Securities / IPO Financing
 Others
Training and learning platform
for new recruits

AV Information
Recruit

  
 Training Format
Normal training  Intra Net Platform 
sessions &  to Know In and Out 
feedbacks of Products

Illustrative pitching 
Speech document 
of clients by 
and speech 
recruits and feed 
training
back
THANK
YOU