Edelweiss Public Alternatives – Portfolio Management Services(PMS)

Expertise You Trust

The image highlights some of the key USPs of the Company: 1. We have our own G2G Framework 2. Backed by Edelweiss Group 3. Experienced Intellectual & Honest Team 4. Our Processes drive outcomes 5. Discipline to buy, discipline to say no and sell 6. We avoid large loss of mind and money

Buy Good-to-Great Businesses
Avoid Great-to-Good Pitfalls

The image depicts a 2x2 matrix which we call our G2G Investment Framework. “Business” on X-axis and “Valuation” on Y-axis and both are bifurcated into Good & Great There are 4 boxes in 2x2 Matrix which indicate our Buy/sell zone – Buy: Good Business at Good Price - Solid business, fair value, decent growth Buy: Great Business at Good Price - Exceptional business, temporarily undervalued Hold/Sell: Good Business at Great Price - Solid business, expensive, limited re-rating Sell: Great Business at Great Price - top-tier business, overpriced, rising risks
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Who are we?

Who are we?

Edelweiss Public Alternatives is an investment management business and a part of the Edelweiss Group. We believe businesses, like everything, are cyclical and have two distinct phases. They go from Good-to-Great (1), become big, expensive, loved by all; then they go from Great-to-Good (2).

As investment managers of our clients’ assets, we want to own businesses in the Good-to-Great phase: our BUY discipline. But our job doesn’t end there. We want to protect capital by avoiding the massive losses of mind and money that Great-to-Good phases bring. This is our Sell or Say NO discipline.

We generate value for our clients by sticking to our G2G framework, keeping discipline in our Buy/Sell process and being intellectually honest to acknowledge and learn from our mistakes.

About Edelweiss Group

Edelweiss is a diversified financial services company with seven independent and well-governed businesses. The businesses include Alternative Asset Management, Mutual Fund, Asset Reconstruction, Lending, Housing Finance, Life, and General Insurance. The businesses have robust operating platforms, dedicated management teams, and strong boards that ensure the highest standards of governance. Edelweiss employs more than 6,000 people, serves around 76 Lakh customers, and manages over ₹2,10,000 Cr. worth of assets.

About Edelweiss Group

Investment
Philosophy

Our core investment philosophy guides us to first buy and hold stocks of Good businesses that will go on to become Great. Secondly, we also want to exit such businesses when they become Great and also trade at sky-high Great valuations.

Invest in India:

A Good-to-Great Story

Per Capita GDP in US Dollars

Invest in India:

A Good-to-Great Story

India is a top investment destination, offering size, growth, quality companies, and talent. As the world’s 5th largest economy, India’s GDP is $3.2 trillion, growing at 6-8%. With a young, optimistic population and a rapidly increasing per capita GDP of $2,500, India will supply the largest global workforce in the next two decades. 6,000+ listed companies provide diverse investment opportunities. As a democracy with a strong institutional framework, Indian talent leads global firms like Google and Microsoft. Indian stocks have consistently outperformed other emerging markets over the past two decades.

Our Offerings - Coming Soon

PMS Strategies

Discretionary

Non-discretionary 

Advisory

In-depth Research, Robust Fundamentals

To know about our offerings in Alternative Investment Funds (AIF), go to our

Why Us? 

Our Own
G2G Framework

Discipline to Buy, Discipline
to Say NO and Sell

We Avoid Large Loss of
Mind & Money

Our Processes
Drive Outcomes

Experienced, Intellectual
& Honest Team

Backed by
Edelweiss Group

Our Own
G2G Framework

Discipline to Buy, Discipline
to Say NO and Sell

We Avoid Large Loss of
Mind & Money

Our Processes
Drive Outcomes

Experienced, Intellectual
& Honest Team

Backed by
Edelweiss Group

Meet our team

Our team of seasoned experts is dedicated to delivering exceptional alternative investment solutions.

Chhavi
Moodgal

President

Ajay Sharma

President

Prolin Nandu

Principal
Officer

Abhishek Modi

Chief
Operating Officer

Manish Sharma

Head of Sales

Knowledge Centre

Disclaimer

We have become aware that fraudsters are falsely claiming association with Edelweiss Global Wealth Management Limited and Edelweiss Financial Services Ltd. (EFSL) subsidiaries. These scammers are misusing Edelweiss name, logo, and brand through fake WhatsApp groups, social media channels, and fraudulent mobile apps (including “EDELHNW11”,“EDELHNW+”,“EDELPRO”), impersonating our officials and circulating fake trading advisories and investment tips.

We categorically state that Edelweiss has no connection with these fraudulent applications, groups, channels, or individuals. These activities are entirely unauthorized and illegal.

We have reported these incidents to the Police and strongly urge the public to remain vigilant. Do not engage with or invest through any such platforms. Edelweiss entities will not be liable for any losses or consequences arising from such fraudulent activities.

Stay alert. Stay safe.