Edelweiss Global Wealth Management Ltd

AUM (Cr.)

24.19

Clients

Inv. Approach

As On Date

30 September 2025

Edelweiss Group is a leading financial services conglomerate and among the top investment banking firms in India. Edelweiss Financial Services Limited was co-founded in 1995 by Mr. Rashesh Shah and Mr. Venkat Ramaswamy, with Mr. Shah serving as the Chairman and Chief Executive Officer (CEO). The group began its journey with a focus on private equity syndication, mergers and acquisitions, and advisory services. Over the years, it has evolved into a diversified financial powerhouse. Edelweiss Asset Management operates on a foundation of deep market knowledge, a strong track record, and a proven business model, with a steadfast commitment to delivering value-driven services through collaboration and expertise.

PMS Investments

PMS Investment Approach(s)		Returns
Investment Approach	Category	1 Yr Return	2 Yr Return	3 Yr Return	5 Yr Return	Inception Date
Focused Mid and Smallcap Portfolio	Small & Mid Cap	3.01%	12.01%	11.00%	20.27%	Aug 2015
Focused Mid and Small Cap Portfolio Series II	Small & Mid Cap	2.19%	9.92%	9.37%	20.37%	Jan 2018

* Returns are as on 31st October 2025, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

Portfolio Managers

Mr Prolin Nandu

Fund Manager

Prolin Nandu is a seasoned expert in institutional equities with over 14 years of experience in the financial industry. For nine years, he was a key member of GMO, managing an emerging markets fund worth approximately USD 2.5 billion, including around USD 500 million in India exposure. A CFA Charterholder and MBA graduate, Prolin has extensive experience tracking multiple sectors and companies across market capitalizations. Deeply passionate about investing, he believes in the continuous learning cycle that connects market insights with life experiences. A firm believer in India’s long-term growth potential, he is confident that the nation can achieve decades of prosperity with wise navigation. Outside of work, Prolin enjoys fiction, football, and Formula 1—hoping for a turnaround for Manchester United and Ferrari, especially with Lewis Hamilton joining the team—and finds rejuvenation through travel and exploring diverse personal stories.

AMC Reg. Address

Edelweiss House, Off Cst Road, Kalina, Mumbai, Maharashtra, India-400098 SEBI Reg No.: INP000004631

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