The investment philosophy of Edelweiss focuses primarily on recommending purchases in financially sound companies at reasonable market prices. We would also recommend sales of companies which are above the sales price targets or whose business prospects are poor.

Edelweiss recognises that every individual is unique in terms of his investment time horizon, investment objectives, personal financial situations, level of interest and inclination in the investment decision taking process and last but not the least, his risk taking ability. Whilst it is hard to beat the level of absolute customisation and hand holding that a qualified personal financial planner would provide, we  have attempted to individualise, as much as possible, model portfolios that we believe reflect the individual’s unique investment profile.

A team of highly skilled analysts and  experienced Investment professionals will be   constantly monitoring a population of potential investment  in companies so as to buy and sell on the basis of  analytically derived risk/return ratios. The population of companies have been selected based on many quantitative and qualitative benchmarks.

The effort is directed to prevent permanent loss of capital and to make absolute returns over time with a minimal amount of business risk.  Edelweiss is confident that through this process, over a three year period, the investment results will be superior to any market index. The portfolio, however, may fluctuate in the short run as the investment decisions will be guided by business prospects and not by short term market movements. We feel that this process will be well suited to the needs of investors.

We see our role as that of an unbiased information provider and advisor attempting to empower individuals to take investment decisions and styles  that suit them. Our selection of companies reflects this many of the companies that we have recommended for investment are providers of goods and services that touch the every day life of most of us. Our belief is  that the comfort level of  investing in such companies, therefore, would be very high.