Edelweiss Global Wealth Management Ltd – Portfolio Management Services (PMS)

Edelweiss Group is into financial services and they are the top investment bankers in the country. Edelweiss Financial Services Limited is co-founded by Veteran Mr.Rashesh Shah, who is also the Chief Executive Officer (CEO) and Chairman. Initially, Edelweiss group worked on private equity syndication, mergers and acquisitions & focused on advisory services. Edelweiss was founded in 1995 by Rashesh Shah and Venkat Ramaswamy. At Edelweiss Asset Management, they are committed to offering desirable services with importance on teamwork. The Edelweiss Asset management business function is built on a Deep knowledge-based foundation, backed by a strong track record and a verified business model.

AUM (₹ Cr)

25.32

Clients

37

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Edelweiss Global Wealth Management Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Focused Mid and Smallcap Portfolio Small & Mid Cap 1.60% 12.38% 15.94% Aug 2015
Focused Mid and Small Cap Portfolio Series II Small & Mid Cap -1.13% 9.87% 15.34% Jan 2018

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr Prolin Nandu

Fund Manager

Prolin Nandu is an accomplished expert in institutional equities with 14 years of experience in the industry. For 9 of those years, he was an integral member of GMO, where he played a vital role in managing an emerging markets fund valued at approximately USD 2.5 billion, with specific oversight of India exposure amounting to around USD 500 million. His extensive career encompasses tracking multiple sectors and companies across different market capitalisations.Prolin possesses prestigious qualifications, holding both a CFA and an MBA, which enhanced his passion for investing. He advocates for the virtuous learning cycle that weaves together investment lessons with life experiences.A strong proponent of the Indian narrative, Prolin is inspired by the belief that, if navigated wisely, India can secure decades of prosperity.In his leisure time, Prolin finds comfort in fiction, immersing himself in engaging narratives and exploring new realms through literature. He dedicatedly follows football and F1, eagerly anticipating a mean reversion in Manchester United's fortunes and a turnaround in luck for Ferrari, especially with the possibility of Lewis Hamilton wearing the iconic red. Prolin also enjoys travelling, seeking nourishment for his spirit through journeys across natural landscapes. Above all, he is captivated by the intricate tapestries of individual stories and the remarkable journeys they encompass.

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Regulatory Information

SEBI Registration: INP000004631

Registered Office: Edelweiss House, Off Cst Road, Kalina ,Mumbai,Maharashtra,India-400098

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)