Investor Presentaiton
Wealth Management
-
Growth Opportunity
.
Rising wealth in India is creating immense opportunity in wealth management space
• Owner, Promoter, Director, Officer (OPDO) market is the new emerging client segment
• Edelweiss wealth has unique business model that straddles all client segments across multiple
product lines with focus on suitability, portfolio and operational risk management
• Edelweiss Wealth offers financial planning for family offices, Real Estate offering, Estate planning and
offshore advisory, enabling stronger penetration into this market
.
Edelweiss has emerged as one of the largest wealth manger in India
• Average yield on AuA of ~0.8% - 1.0%
• 80+ Offices
• 800+ Relationship Managers
No. of clients
UHNI
HNIS
Mass Affluent
Sep '16
300+
5,500+
370,000+
Credit
Non Credit
Insurance
Balance Sheet
36
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