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8/8/2019 Edelweiss Online
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Edelweiss Group An overview
Edelweiss Online An overview
Edelweiss Online
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The Edelweiss Brand
An Overview
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Edelweiss Overview
Structure Integrated Investment Banking Company
People 1500 strong team withhighly experienced and stable seniormanagement team
Brand Well respected brand with strong position in relevant market segments
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Investment Banking
Completed over 120 transactions over multi-advisory platformsCY 2007 - Ranked #1 in Bloomberg (mid-cap PE) and FY 2008 Prime Database
(mid-market IPOs)
Outlook NDTV Award for Best Merchant Banker of the Year 2008
Broking- Institutional
Amongst Top 5 Institutional Brokerage firm
Amongst Top 3 Derivatives Desk
Unique alternative and quantitative research insights
Lending
Front runners among IPO financiers within one year of launch
Lending against liquid collateral of capital markets instruments
Broking- HNI services
Landmark tie-up with PSU Bank Union Bank of India and Bank of Rajasthan to engage HNI clients withinnovative and customised investment solutions
Debt Syndication DeskIn the first full year of operations of Debt Syndication Desk
Ranked #1 as per Prime Database in Short Term Debt Placement for CY08
Ranked #9 by Bloomberg and Thomson Reuters in Indian Domestic Bonds Market League Table for CY08
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Edelweiss Businesses
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Edelweiss Pioneer and Lead
Ranked #1
Bloomberg League
Tables
Mid-Cap PrivateEquity Transactions1
CY 2007
Ranked #1
Prime Database
League Tables
Mid Market IPOs2
FY 2008
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Edelweiss Online
An Overview
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Does your
Relationship
Manager not find
enough time for
you?
Wished to have
an investment
plan based on
your needs?
Dont find time
to trade during
market hours?
Do you find
expert advice
too expensive to
afford?
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Empower your trades
Place your own trade calls and execute them
Access to a pool of information and research reports at your fingertips
Technical tools to help you evaluate and plan your investments
Comprehensive analysis of your investment objectives
24x7 access to your personalized portfolio with multiple asset classes
Customer Friendly Site
Uncluttered information and easy site navigation
Single Destination for all financial avenues like Equity, Derivates, MFs and others
Interactive Customer Services page to address every doubt and query
Online platform coupled with offline services
www.edelweiss.in - Experience the next level of online trading
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Key take away
The percentage of Registered Accountswhich use the Online Platform hasincreased from 28% in 2007 to 46% in2008
(All numbers in Lakhs)
Source: NSE Fact Sheet 07/08
NSDL Website
Growth of Online Trading in India
Nov 07 Nov 08
RegisteredAccounts (NSDL)
80 96
Online Users 22 44
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Website Layout
www.edelweiss.inwww.edelweiss.in
TradeTrade
EquityEquity
F&OF&O
FundsTransferFundsTransfer
My EdelweissMy Edelweiss
My PortfolioMy Portfolio
My ResearchMy Research
My StrategyMy Strategy
Research &Strategy
Research &Strategy
MarketsMarkets
ResearchResearch
StrategyStrategy
Data ToolsData Tools
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Equity and F&O
Place multiple orders at once in ourBasket Order
Xpress trading terminal at your desk
Square off of positions with a click
Place After market orders to execute itnext day
Set alerts on indices or stocks of yourchoice
Funds Transfer
Get instant pay-in and pay-outsusing our Online Funds Transferplatform
Instant limits given on fundstransfer
Check the status of your transfer
Browser based platform with a clutter-free interface. Easy and user-friendly access to the trading portal.
Trading becomes as simple as internet surfing.
Trade
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Trade
Simple and easy order placing through BUY?SELL page
Auto suggest option for all the stocks and F&O
Same codes for both BSE/NSE stocks
Simple and easy order placing through BUY / SELL page
Auto suggest option for all the stocks and F&O
Same codes for both BSE/NSE stocks
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Trade: Xpress
Trading terminal at your desktop through XPRESS
Create a watch list as per your choice of stocks and place a quick order from screen
Multiple orders can be placed through Basket Order option
Alerts on the stocks and indices can be set to get SMS/email as your requirement
Trading terminal at your desktop through XPRESS
Create a watch list as per your choice of stocks and place a quick order from screen
Multiple orders can be placed through Basket Order option
Alerts on the stocks and indices can be set to get SMS/email as your requirement
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Funds Transfer
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Transfer funds between your savings account and trading account.
Avail a pay-in and pay-out option where you can transfer funds from and toyour trading account.
Tie ups with HDFC Bank, ICICI Bank and Axis Bank wherein you can easilytransfer funds from any of these banks.
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Stocks
Mutual Funds
Other Assets
Track and monitor all your investments through real-time price updates.Keep a watch on your investments at every stage and also view the historical
record of your holdings.
Customized to suit your needs.
Get Research and Strategies relevant to your holdings and interests.
Derivatives
Fixed Deposit
Cash
My Edelweiss
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My Portfolio
My portfolio pics to be included
Customer can create multiple portfolios and watch daily status of each component
Automatic updates of assets in the portfolio traded through Edelweiss
Cash flows in a particular period and performance reports can be viewed
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Research & Strategies
Navigation to stock/sector/index snapshot just by a click
Pre/Mid/Post market session news feeds to keep you updated on the market
Movements of all the stocks within a sector can viewed
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Edelweiss ResearchTeam
A Team of sectoral analysts covering about 250 companies on a regular basis.
Various top-down and bottom-up approaches to find stocks that best suityour investment patterns.
Regular Uploads of latest reports available on the site.
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Data Tools
The data tools section allows the user to use various analytical tools to gain complete insight
on his selection. These tools can be used for both, stocks and MF schemes.
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Customer Service
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A one point section for the customer where you can visit incase of any query that you haveregarding your account details or any corrections that need to be made.
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How are we different from our Competitors
Easy trading, lower margins and increased limits
Auto suggest for selection of stock, simple and common codes for NSE & BSE stocks
Fungible limits between equity and FNO, limits without selling stocks i.e. through collateral
Xpress - Broking terminal experience
Lower margins for Intraday stock future and options, appropriate margin calls for containing risk
Set alerts on stocks and indices , Place After Market Orders, Basket orders
Portfolio doctor
Portfolio evaluation & analysis on various parameters like sectoral concentration, volatility
Restructuring recommendations to enhance portfolio performance
Appropriate switch strategies to ensure balanced Portfolio
Updates on Portfolio at regular intervals
Model portfolio based on your risk and investment profile and preferences
Data Tools
Zero in on stocks/MF's to meet your criteria in a jiffy by using "STOCK/MF SCREENER" whichhas
70 different parameters to choose from Compare performance of stocks/MF's based on peer and sectoral performance over any period of
time
Technical charting based on graphical description, stock movements, and allows analyticalinterpretations using SMA, EMA, RSI MACD etc
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How to get started?
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Log on to www.edelweiss.in
Visit the Online Registrationsection
Fill in a quick form and leaveinformation for us to get intouch with you at a favorabletime for you
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Thank YouFor more information log on to www.edelweiss.in
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