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

Edelweiss Group is a diversified financial services entity and a leading investment banking firm in India. Edelweiss Financial Services Limited is co-promoted by Mr. Rashesh Shah, who serves as its Chief Executive Officer and Chairman. The organization's initial focus was on private equity syndication, mergers and acquisitions, and advisory services. Founded in 1995 by Mr. Rashesh Shah and Mr. Venkat Ramaswamy, Edelweiss has since expanded its offerings. Edelweiss Asset Management is dedicated to delivering high-quality services through a collaborative approach. The asset management division operates on a robust knowledge base, supported by an established performance history and a proven operational framework.

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 brings 14 years of extensive industry expertise in institutional equities. During a significant nine-year tenure at GMO, he was instrumental in the management of an emerging markets fund with an approximate value of USD 2.5 billion, including specific responsibility for India exposure totalling approximately USD 500 million. His professional background includes comprehensive coverage of diverse sectors and companies across various market capitalisations. Mr. Nandu holds esteemed professional designations, including CFA and MBA qualifications, which have further fueled his commitment to investment. He champions a continuous learning framework that integrates investment insights with real-world experiences. With a strong conviction in India's growth trajectory, Prolin is motivated by the potential for sustained economic prosperity over several decades through astute strategic management. In his personal pursuits, Prolin engages with fictional narratives, finding inspiration and exploration through literature. He is an avid follower of football and Formula 1, maintaining an optimistic outlook for Manchester United's performance and anticipating a positive shift in fortune for Ferrari, particularly with the potential involvement of Lewis Hamilton. Furthermore, Prolin finds enrichment through travel, seeking renewal by exploring natural environments. His profound interest extends to the unique narratives and remarkable experiences of individuals.

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Regulatory Information

SEBI Registration: INP000004631

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

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

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