Radhika Gupta, MD & CEO of Edelweiss Mutual Fund, believes that silver has become a mainstream investment option in 2025, similar to the enthusiasm for small-cap equities in the previous market cycle. She notes that silver has transitioned from a niche investment to a core component of investor portfolios, with Edelweiss Mutual Fund seeing significant traction in its commodity funds, particularly silver. The asset manager, which has around ₹1,65,000 crore in assets under management, has seen a sharp increase in investor interest in silver, with daily collections of ₹10-20 crore, compared to struggling to collect ₹20 crore in a new fund offer just three years ago.

Gupta attributes the growing appeal of silver to its dual role as a precious metal and an industrial commodity, which provides a hedge against inflation and market volatility. Edelweiss was the first to package gold and silver together in a blended structure, which has proven to be a powerful combination. The 50:50 gold and silver blend offers a stable and volatile component, similar to large-cap and mid-cap equities.

The momentum in commodities is also coinciding with Edelweiss Mutual Fund’s expansion into global investing through GIFT City. The asset manager has established a presence in GIFT City and is launching international products aimed at domestic and NRI investors seeking offshore exposure. The platform allows investors to participate in global markets without being constrained by domestic mutual fund overseas investment limits. Edelweiss has already launched an India-focused multi-manager strategy from GIFT City and is expanding its international fund lineup, including a Greater China equity fund.

The Greater China equity fund enables investors to access Chinese and broader regional equities via the Liberalised Remittance Scheme (LRS) route, addressing strong investor demand amid existing regulatory caps on overseas investments. The fund feeds into the same underlying portfolio as its domestic China offering, providing investors with a convenient and regulated way to access international markets. Overall, Edelweiss Mutual Fund is well-positioned to capitalize on the growing demand for commodities and international investments, with its innovative products and strategic expansion into GIFT City.

An Edelweiss flight from Zurich to Tanzania was forced to turn back to the gate on Saturday due to two unruly passengers who refused to follow the crew’s instructions. The incident occurred shortly before take-off, and the police were called to intervene. The Airbus A350, carrying 306 passengers, had already taxied to the runway when the problem arose, but returned to the gate at 10:33 am. The two disruptive passengers, a woman and her husband, were handed over to the Zurich cantonal police, and the woman was arrested.

The incident caused a significant delay, with the flight ultimately taking off two hours behind schedule at 11:37 am. The delay also affected connecting flights to Zanzibar and back to Zurich. The Edelweiss spokesperson, Andreas Marti, confirmed that the crew had followed standard procedures in dealing with the unruly passengers.

This incident is not an isolated case, as the number of incidents involving unruly travelers has been increasing worldwide. According to the International Air Transport Association (IATA), an incident was recorded on one in 395 flights in 2024, which is a significant increase from previous years. Similar cases have also occurred in Zurich this year, involving flights from Easyjet, Finnair, and Swiss.

The rise in unruly passenger incidents has become a concern for airlines and aviation authorities, highlighting the need for stricter measures to ensure passenger safety and prevent such incidents. The Edelweiss flight incident serves as an example of the challenges faced by airlines in dealing with difficult passengers and the importance of following standard procedures to maintain order and safety on board. The incident has also resulted in the woman being reported to the relevant authorities, and it is likely that she will face further action.

The Edelweiss Multi Asset Allocation Fund is a hybrid mutual fund that offers a unique blend of debt, equity arbitrage, and commodities to provide consistent accrual income with equity-like tax efficiency. The fund is designed for conservative investors and is managed by a team of experienced fund managers, including Bhavesh Jain, Bharat Lahoti, and Rahul Dedhia. The fund’s portfolio is allocated 56% to high-quality debt, 29% to equity arbitrage, and 13% to gold and silver arbitrage, with a yield to maturity of 6.69% and an average duration of 2.59 years.

The fund’s arbitrage strategy generates steady income while neutralizing market risk, delivering gross annualized returns of 7.2-7.5%, or around 6.2% post-tax. This makes it an attractive option for conservative or retired investors who prioritize tax efficiency and diversification over high-risk growth. The fund’s approach focuses on low volatility, steady accrual, and capital protection, positioning it between debt and equity savings funds on the risk-return curve.

In comparison to other multi-asset funds, Edelweiss Multi Asset Allocation Fund may not deliver double-digit short-term gains, but it offers low volatility, superior tax efficiency, and steady compounding. The fund’s fully hedged arbitrage strategy protects against downside risks, making it less sensitive to equity market swings. Other funds, such as Quant Multi Asset Allocation Fund and DSP Multi Asset Allocation Fund, have taken more aggressive calls and have delivered higher returns over the long term. However, Edelweiss’s consistent and predictable returns make it a defensive yet rewarding choice for investors seeking a blend of stability and growth.

For investors, the Edelweiss Multi Asset Allocation Fund provides a unique opportunity to balance stability and growth. By combining this fund with other funds that offer long-term alpha, such as Quant, investors can create a diversified portfolio that meets their investment goals. However, it’s essential to note that all mutual fund investments are subject to market risks, and investors should consult with a qualified financial advisor before making any investment decisions. Overall, the Edelweiss Multi Asset Allocation Fund is a solid choice for conservative investors seeking steady returns with minimal drawdowns, and its unique blend of debt, equity arbitrage, and commodities makes it a valuable addition to any investment portfolio.

Edelweiss Life Insurance, based in Mumbai, Maharashtra, India, has announced its highest-ever Claim Settlement Ratio of 99.29% for the fiscal year 2025. This ratio measures the percentage of death claims paid out compared to the total number of claims received, serving as a key indicator of an insurer’s reliability and commitment to its policyholders. The company’s Managing Director and CEO, Sumit Rai, stated that the moment of truth for Edelweiss Life Insurance is when families need them most, and they have continuously refined their processes and simplified claim procedures to provide compassionate guidance during difficult times.

Over the past five years, Edelweiss Life Insurance has focused on improving its claims performance by leveraging advanced technology integration, streamlining back-end processes, providing empathetic customer service, and ensuring transparent communication and settlement. The company has used multiple data models and technologies to process genuine claims swiftly while implementing controls to ensure a smooth settlement process. They have also made continuous improvements in underwriting and advisory systems, reducing the overall turnaround time for claims without inconveniencing claimants.

Edelweiss Life Insurance has prioritized empathetic customer service, providing clear guidance to help claimants submit complete documentation efficiently and reflecting sensitivity and understanding during difficult periods. The company keeps families informed at every step of the claims process, ensuring that claims are settled as quickly as possible. This commitment to incremental improvement has enabled Edelweiss Life Insurance to maintain claim settlement ratios above 99% for three consecutive years.

The achievement of a 99.29% Claim Settlement Ratio is a significant milestone for Edelweiss Life Insurance, demonstrating the company’s reliability and commitment to its policyholders. The company’s focus on refining its processes, simplifying claim procedures, and providing compassionate guidance has enabled it to maintain high claim settlement ratios over the years. This dedication to incremental improvement has earned Edelweiss Life Insurance a reputation as a reliable and trustworthy insurer in the industry.

Edelweiss Mutual Fund is launching a Greater China equity fund for retail investors through the GIFT City IFSC platform, marking its first international product under this structure. The fund will provide exposure to companies across Mainland China, Hong Kong, and Taiwan, mirroring the strategy of Edelweiss’s existing Greater China offshore feeder fund. This new fund is designed specifically for retail participation and will be the first of many international offerings to follow.

The fund will feed into the same underlying portfolio as Edelweiss’s current Greater China product, ensuring continuity in investment approach. The minimum investment required is $5,000, with $1,000 for additions, and the expense ratios stand at 0.50% p.a. (Direct Plan) and 1.50% p.a. (Regular Plan), excluding underlying fees. There is no exit load, and online onboarding will launch soon.

The portfolio will focus on technology, consumer discretionary, and financials, which are key to Greater China’s economy. This move allows Indian retail investors to invest in international markets without being subject to domestic mutual fund foreign limits. Edelweiss’s existing Greater China Equity Offshore Fund has delivered an average annual return of 38.41% since its inception in 2013 and has assets under management of Rs 2,534.28 crore as of December 12, 2025.

Other similar products in the market include the Axis Greater China Equity Fund of Fund, Nippon India ETF Hang Seng BeES, and Mirae Asset Hang Seng TECH ETF and its corresponding FoF. However, due to SEBI’s overseas investment limits, some of these products are currently closed to new investments. Edelweiss’s new fund offers a unique opportunity for retail investors to gain exposure to the Greater China region, and the company plans to launch more international products in the future.

Radhika Gupta, MD & CEO of Edelweiss MF, expressed her excitement about the launch, stating that it is a significant milestone for the company. She emphasized that the new fund is designed specifically for retail investors and will provide them with access to a diversified portfolio of companies in the Greater China region. With the launch of this fund, Edelweiss aims to provide Indian retail investors with a new investment opportunity and expand its presence in the international market.

Edelweiss Life Insurance has reported its highest-ever Claim Settlement Ratio of 99.29% in FY25. This ratio measures the percentage of death claims paid out versus total claims received, indicating the insurer’s reliability and commitment to policyholders. According to Sumit Rai, MD & CEO of Edelweiss Life Insurance, the company’s goal is to provide support to families during difficult times. Over the years, Edelweiss Life Insurance has refined its processes, simplified claim procedures, and equipped its teams to provide compassionate guidance, resulting in claim settlement ratios above 99% for three consecutive years.

To achieve this high claim settlement ratio, the company has focused on several key areas over the last five years. Firstly, Edelweiss Life Insurance has leveraged advanced technology integration, using multiple data models and technologies to process genuine claims quickly while implementing controls to ensure a smooth settlement process. Secondly, the company has streamlined its back-end processes, improving underwriting and advisory systems to reduce overall turnaround time for claims without inconveniencing claimants.

Additionally, Edelweiss Life Insurance has prioritized empathetic customer service, providing clear guidance to help claimants submit complete documentation efficiently and showing sensitivity and understanding during difficult periods. The company has also emphasizes transparent communication and settlement, keeping families informed at every step of the claims process to ensure claims are settled as quickly as possible.

The high claim settlement ratio achieved by Edelweiss Life Insurance demonstrates the company’s commitment to its policyholders and its focus on providing reliable and efficient service. By continuously refining its processes and prioritizing customer support, Edelweiss Life Insurance has established itself as a trusted insurer in the industry. With its strong claim settlement ratio, the company aims to provide peace of mind to its policyholders and their families, ensuring that they receive the support they need during difficult times.

Edelweiss Mutual Fund has achieved a significant milestone, reporting a total Assets Under Management (AUM) of approximately Rs 1.64 lakh crore as of October 31, 2025. This represents an impressive growth of over 80% in just three years, up from Rs 91,000 crore in October 2022. The fund house has also crossed the Rs 500 crore mark in its monthly Systematic Investment Plan (SIP) book, demonstrating strong investor confidence and sustained inflows.

The SIP book, which captures regular monthly investments, has witnessed a robust rise from Rs 142 crore in October 2022 to Rs 513 crore in October 2025. Radhika Gupta, MD and CEO of Edelweiss Mutual Fund, expressed gratitude to investors and distribution partners for their support, stating that the fund house’s equity and hybrid AUM has expanded nearly fourfold in the past three years.

The number of investor folios has more than tripled to 31.5 lakh in October 2025, up from 10.93 lakh folios in October 2022. Additionally, SIP folios have surged almost four times to 13.8 lakh as of October 31, 2025, from 3.59 lakh in the same period a year ago. As of September 30, 2025, Edelweiss Mutual Fund had an AUM of Rs 1.79 lakh crore and managed 67 schemes, including 28 equity, five hybrid, 19 debt funds, three commodity-based, and 12 other schemes.

The significant growth in AUM and SIP book is a testament to the growing preference among investors for long-term wealth creation through mutual funds. Edelweiss Mutual Fund’s achievement is a notable milestone in the Indian mutual fund industry, and the company’s continued focus on providing innovative investment solutions and building strong relationships with investors and distribution partners has contributed to its success. With its strong performance and growing investor base, Edelweiss Mutual Fund is poised for further growth and expansion in the Indian mutual fund market.

The Reserve Bank of India’s (RBI) Monetary Policy Committee (MPC) has cut interest rates by 25 basis points, bringing the repo rate down to 5.25 percent. This move is seen as a signal of early policy easing, ahead of other global central banks. The committee voted unanimously for the rate cut, while maintaining a “neutral” stance, despite inflation softening and growth momentum remaining strong. The RBI has also lowered its average CPI inflation forecast for the current fiscal year to 2.0 percent, citing exceptionally low food prices.

The central bank has also revised its GDP growth estimate upward to 7.3 percent, supported by resilient domestic demand and strong investment activity. In addition to the rate cut, the RBI has announced an aggressive liquidity push, including open market purchases of government bonds worth ₹1 trillion and a $5 billion buy-sell forex swap. These moves are designed to add durable liquidity to the financial system, particularly at a time when banks typically face year-end pressures.

The bond market has responded positively to the RBI’s moves, with the benchmark 10-year yield easing by around 4 basis points. However, analysts note that the yield curve remains steep due to expectations of future fiscal pressures and uncertainty around government borrowing. Investors are advised to focus on short-duration and accrual-based strategies over the next two to three months, including low-duration, money-market, and liquid funds.

Short-duration mutual funds, which invest in a mix of treasury bills, commercial papers, and government securities, are seen as a practical choice for investors looking to park money for one to three years without large fluctuations. These funds carry moderate interest rate risk and are riskier than liquid and ultra-short-term funds but safer than medium-duration and long-term funds. Investors are advised to select schemes that do not take excessive credit or duration risk, as capital safety should remain the top priority in debt investments.

Overall, the RBI’s moves are seen as supportive of the economy, and the near-term environment appears favorable for short-term debt investments. However, investors are advised to temper their expectations of a sustained rally at the long end of the curve, as volatility is expected to persist in maturities beyond 15 years. Fund houses expect the short end of the curve to remain the most stable pocket for fixed-income investors heading into early 2026, making short-duration funds a viable option for investors looking for stable returns.

Edelweiss Life Insurance has announced its highest-ever Claim Settlement Ratio of 99.29% in the fiscal year 2025. This ratio measures the percentage of death claims paid out compared to the total claims received, indicating the insurer’s reliability and commitment to policyholders. According to Sumit Rai, MD & CEO of Edelweiss Life Insurance, the company’s continuous refinement of processes, simplification of claim procedures, and provision of compassionate guidance have enabled it to maintain a claim settlement ratio above 99% for three consecutive years.

Over the past five years, Edelweiss Life Insurance has focused on enhancing its claims performance by leveraging advanced technology integration. The company has utilized multiple data models and technologies to ensure that genuine claims are processed efficiently while implementing controls to guarantee a smooth settlement process. This commitment to incremental improvement has yielded positive results, with the company achieving its highest-ever claim settlement ratio in FY25.

The achievement of a 99.29% claim settlement ratio is a significant milestone for Edelweiss Life Insurance, demonstrating its dedication to providing reliable and efficient service to its policyholders. The company’s emphasis on technology integration and process refinement has enabled it to streamline its claims process, resulting in faster and more accurate settlements. As stated by Sumit Rai, the company’s goal is to provide compassionate guidance during difficult times, and its high claim settlement ratio is a testament to its success in achieving this objective.

The report, published on November 18, 2025, highlights Edelweiss Life Insurance’s commitment to excellence in claims settlement. The company’s focus on technology, process improvement, and policyholder satisfaction has positioned it as a leader in the life insurance industry. With its impressive claim settlement ratio, Edelweiss Life Insurance has reinforced its reputation as a reliable and trustworthy insurer, providing policyholders with peace of mind and financial security. Overall, the company’s achievement is a significant milestone, demonstrating its dedication to delivering exceptional service and support to its policyholders.

Carlyle Group Inc. is in discussions to acquire a majority stake in Nido Home Finance Ltd., a Mumbai-based Indian home mortgage firm owned by Edelweiss Financial Services Ltd. The potential deal, valued at an initial funding of $300 million, would mark Carlyle’s latest investment in India’s financial services sector. Negotiations are ongoing, and a deal has not been finalized.

If successful, Carlyle would join other prominent investors, such as Blackstone Inc. and Sumitomo Mitsui Financial Group Inc., which have recently invested in India’s booming housing finance sector. Carlyle has a history of investing in India, having previously held stakes in PNB Housing Finance and Yes Bank Ltd., which it sold earlier this year.

Edelweiss Financial Services Ltd. has been seeking a private equity partner to support the growth of its housing finance business. In November, Group Chairman Rashesh Shah mentioned that the company was in early talks with potential investors. Carlyle, on the other hand, has expressed its intention to write larger checks in India, focusing on majority stakes and building platforms to consolidate businesses.

With a 25-year history of investing in India, Carlyle has committed approximately $8 billion to the country. The firm’s India head, Amit Jain, has stated that Carlyle aims to increase its investments in the region. The potential acquisition of Nido Home Finance Ltd. would be a significant step in this direction, enabling Carlyle to expand its presence in India’s financial services sector.

The deal, if completed, would also demonstrate Carlyle’s confidence in India’s housing finance market, which has attracted significant investment from international players in recent years. As the Indian economy continues to grow, the demand for housing finance is expected to increase, making it an attractive sector for investors like Carlyle.

India’s equity market is experiencing a mix of positive earnings trends and macro concerns, according to Trideep Bhattacharya, CIO of Equities at Edelweiss AMC. The latest quarterly results have finally delivered earnings upgrades after a year and a half of subdued revisions, contributing to the market’s recent buoyancy. This improvement is supported by government initiatives and a favorable macro backdrop. However, the optimism is tempered by uncertainty surrounding the India-US deal, with delays creating nervousness among investors.

The push-and-pull between positive earnings momentum and geopolitical concerns has kept the market in a balanced but cautious position. The sharp intraday weakness in the rupee has added another layer of discomfort, but Bhattacharya emphasizes that the direction of corporate earnings is the more important trend to watch. He notes that corporate earnings have finally begun turning upward, which is a positive sign for the market.

Bhattacharya also commented on the expanding universe of platform companies in the listed market, including consumer tech, food delivery, and home-services businesses. He describes their valuations as generally expensive and notes that Edelweiss AMC has adopted a more selective stance in recent months. The fund house is focusing on companies that are close to achieving profitability and have a credible roadmap to get there.

The competitive dynamics in the platform company space have become more intense, with unlisted players returning to the market and creating renewed pricing pressure. As a result, Edelweiss AMC has been more cautious in allocating capital to this segment. Bhattacharya’s assessment is that the market is navigating a complex landscape, with both positive and negative factors at play. While the earnings trends are encouraging, the macro concerns and geopolitical uncertainty are tempering the optimism.

Overall, Bhattacharya’s comments suggest that the Indian equity market is likely to remain volatile in the near term, with investors needing to be cautious and selective in their investment decisions. The fund house’s approach is to focus on companies with strong fundamentals and a clear path to profitability, while avoiding expensive valuations and intense competitive dynamics. As the market navigates this complex landscape, investors will need to stay informed and adapt to changing circumstances to make informed investment decisions.

India’s equity market is experiencing a mix of positive and negative trends, according to Trideep Bhattacharya, CIO of Equities at Edelweiss AMC. On the positive side, the latest quarterly results have shown much-needed earnings upgrades, supported by government initiatives and a favorable macro backdrop. This has contributed to the market’s recent growth. However, this optimism is tempered by uncertainty surrounding the India-US deal, with delays creating nervousness among investors. The sharp intraday weakness in the rupee has also added to the discomfort.

Bhattacharya notes that the direction of corporate earnings is the most important trend to watch, and it has finally begun to turn upward. He also commented on the expanding universe of platform companies in the listed market, including consumer tech, food delivery, and home-services businesses. He describes their valuations as generally expensive and says that Edelweiss AMC has adopted a more selective stance in recent months.

Bhattacharya’s assessment of these companies centers on their proximity to achieving profitability and whether management teams have a credible roadmap to get there. He notes that competitive dynamics have become more intense, with unlisted players returning to the market and leading to renewed pricing pressure and a longer runway to profitability. As a result, Edelweiss AMC has been more cautious in allocating capital to this segment.

Overall, the market is in a balanced but cautious position, with a push-and-pull between positive earnings momentum and geopolitical concerns. Bhattacharya emphasizes the importance of watching the direction of corporate earnings and being selective in investing in platform companies. With the market navigating these mixed trends, investors are advised to be cautious and keep a close eye on the latest developments. Edelweiss AMC, which manages assets worth ₹3.49 crore, is taking a selective approach to investing in the current market, prioritizing companies with a clear path to profitability.

Edelweiss Mutual Fund has successfully closed its first SIF (Segregated Investment Fund) under the Altiva SIF platform, raising approximately Rs 320 crore. The Altiva Hybrid Long-Short Fund, which was launched to provide a tax-efficient investment strategy, has received robust subscription from both individual and corporate investors. The fund aims to deliver consistent, income-oriented returns through a combination of equity arbitrage, high-quality fixed income, and selective opportunities in special situations in equity markets.

The fund house believes that the successful subscription reflects the growing investor appetite for innovative and resilient investment solutions that combine stability with tax efficiency. Radhika Gupta, MD & CEO of Edelweiss Mutual Fund, stated that the success reinforces the trend of investors seeking structured, multi-strategy products capable of delivering consistent outcomes across market conditions.

The Altiva Hybrid Long-Short Fund is an interval investment strategy that offers daily subscriptions and redemptions available twice a week. The minimum application amount is Rs 10 lakh, with options including lump sum, SIP, STP, and SWP. The fund is positioned as a tax-efficient investment product, with long-term capital gains taxed at 12.5% beyond a 24-month holding period.

The fund’s core allocation to fixed income, arbitrage, and smart long/short equity strategies aims to deliver steady, low-volatile returns. The fund also provides selective opportunities in special situations in equity markets, such as IPOs, buybacks, open offers, and mergers, pair trades, along with low-risk derivative strategies like covered calls and straddles.

Deepak Jain, President & Head – Sales, Edelweiss Asset Management, stated that the overwhelming participation from both individual and corporate investors demonstrates strong confidence in their multi-strategy approach. The fund house is excited about the path ahead and its vision to create all-weather, tax-efficient investment products that cater to evolving investor needs.

The successful closure of the Altiva Hybrid Long-Short Fund is a significant milestone for Edelweiss Mutual Fund, and the company remains committed to introducing differentiated products backed by rigorous research and disciplined execution. As a reliable and trusted news source, it is essential to stay updated on the latest developments in the mutual fund industry, and Edelweiss Mutual Fund’s innovative approach to investment strategies is definitely worth watching.

Edelweiss, a premium wheat beer from the Austrian Alps, has introduced a new limited-edition variant in Peninsular Malaysia called Lemon Honey. This 320ml can combines the brewery’s signature wheat beer smoothness with zesty lemon and subtle honey notes, creating a balanced taste that is perfect for casual evenings with good company. The introduction of this new flavor is part of Edelweiss’ strategy to explore new flavors inspired by nature, as stated by Sean O’Donnell, Marketing Director at Heineken Malaysia.

The timing of the launch is deliberate, as lemon and honey are familiar flavors in Malaysian kitchens and cafes, often found in popular drinks. Edelweiss is translating this affinity into a wheat beer format, catering to local palates that are already attuned to the combination. To mark the launch, Heineken Malaysia is running a promotion until the end of December, where customers who purchase any Edelweiss product can win an all-expenses-paid trip for two to Club Med Phuket or Touch ‘n Go eWallet credits worth RM30.

The limited-edition flavor is available at major supermarkets, hypermarkets, and convenience stores across Peninsular Malaysia, as well as through Heineken Malaysia’s official Shopee and Lazada stores. Edelweiss sits within Heineken Malaysia’s stable of international brands, which includes Heineken lager, Tiger Beer, and Guinness stout. The wheat beer category remains relatively niche in Malaysia, but Edelweiss has carved out a loyal following among drinkers who appreciate its naturally cloudy appearance and softer, less bitter profile.

The Edelweiss portfolio has been gradually expanding its flavor range, with the Lemon Honey variant joining existing options. This strategy appears to be aimed at appealing to drinkers looking for something less conventional than a straight lager. For those curious about trying it, the window is limited, as the Lemon Honey variant is a peninsula-exclusive release with no specified end date beyond its “limited-edition” label. Edelweiss products are strictly for non-Muslims aged 21 and above, and the brand advocates responsible consumption and urges consumers not to drink and drive.

The Securities and Exchange Board of India (Sebi) has settled a case with two entities of Edelweiss, a financial services company, over alleged violations of alternative investment fund (AIF) rules. The two entities, Edelweiss Stressed and Troubled Assets Revival Fund Trust and Edelweiss Alternative Asset Advisors Ltd, have collectively paid Rs 61.4 lakh as settlement charges.

In addition to the settlement amount, Sebi has also imposed a restriction on the officers-in-default of the two entities, directing them not to engage with the company for a period of 12 months. This decision was made by Sebi’s adjudicating officer, Sudeep Mishra, in an order issued on Tuesday.

The case originated from complaints filed on Sebi’s online grievance platform, SCORES, which alleged lapses in governance and conflict management against the Edelweiss-managed AIF. Sebi’s investigation found that Edelweiss Stressed and Troubled Assets Revival Fund Trust had failed to act in the interest of investors and did not exercise independent professional judgment, thereby violating Sebi norms.

The two Edelweiss entities had filed settlement applications with Sebi, proposing to resolve the proceedings without admitting or denying the findings of fact and conclusions of law. Sebi accepted the settlement applications and disposed of the adjudication proceedings, bringing the case to a close.

The settlement amount of Rs 61.4 lakh and the 12-month restriction on the officers-in-default are intended to hold the Edelweiss entities accountable for their alleged violations of AIF rules. The case highlights the importance of governance and conflict management in the alternative investment fund industry and the need for entities to prioritize the interests of investors.

Sebi’s decision to settle the case with the Edelweiss entities demonstrates the regulator’s commitment to ensuring compliance with securities laws and protecting the interests of investors. The settlement also serves as a reminder to other entities in the industry to adhere to Sebi norms and guidelines to avoid similar actions in the future.

Edelweiss, a premium wheat beer brand, has launched a new limited-edition flavor, Edelweiss Lemon Honey, exclusively in Peninsular Malaysia. This refreshing beer combines the smoothness of wheat beer with zesty lemon and gentle honey notes, creating a naturally crisp taste. The new flavor is available in 320ml cans and is perfect for sharing with friends or enjoying with a partner.

According to Sean O’Donnell, Marketing Director of HEINEKEN Malaysia, the new flavor is inspired by nature and brings together the sweetness of honey and the tanginess of lemon to create a smooth and balanced taste. The launch of Edelweiss Lemon Honey is part of the brand’s effort to explore new flavors and provide consumers with a unique drinking experience.

To celebrate the launch, Edelweiss is running a promotion where shoppers who purchase any Edelweiss product between November 1 and December 31, 2025, can win an all-expenses-paid trip for two to Club Med Phuket worth RM8,000 or Touch ‘n Go eWallet credits worth RM30. The promotion is subject to terms and conditions.

Edelweiss Lemon Honey is available at major supermarkets, hypermarkets, and convenience stores, as well as online through HEINEKEN Malaysia’s official stores on Shopee and Lazada. Consumers can also find more information about the new flavor and ongoing promotions on the Edelweiss Instagram page, @edelweissbeer.my.

It’s worth noting that Edelweiss and its related promotions are strictly for non-Muslims aged 21 and above only. The brand advocates responsible consumption and urges consumers not to drink and drive. With the launch of Edelweiss Lemon Honey, the brand is offering consumers a new way to unwind and enjoy a refreshing beer with a unique flavor profile.

Edelweiss Alternatives, the investment arm of Edelweiss Group, is planning to file for an initial public offering (IPO) for its roads Infrastructure Investment Trust (InvIT) worth Rs 2,500 crore next month. This move marks a significant development for the company as it seeks to strengthen its presence in India’s infrastructure sector through public market participation. The decision to pursue a public listing reflects Edelweiss Alternatives’ strategy to leverage capital markets for funding growth and operational initiatives within the roads sector.

By advancing this IPO plan, Edelweiss Alternatives Asset Advisors (EAAA) joins other major infrastructure investors, such as KKR and I Squared Capital, which are also planning to take their InvITs public. The National Highways Authority of India (NHAI) is also playing a notable role in the InvIT space, with recent initiatives to raise capital through InvITs. The target of Rs 2,500 crore for the planned IPO underlines EAAA’s approach to scaling up its operations using funds sourced from the broader investment community.

The anticipated filing next month is part of a wider trend of infrastructure-focused capital raising in Indian capital markets. EAAA’s decision to proceed with a public listing reflects the current momentum around infrastructure investment trusts aiming for greater market access. The emergence of prominent financial institutions in this space suggests continued interest from both institutional and retail investors.

The filing for the Rs 2,500-crore roads InvIT IPO by Edelweiss Alternatives is part of a collective industry approach, with major players like KKR, I Squared Capital, and NHAI advancing similar public market strategies. The move is being closely tracked by stakeholders across the infrastructure sector, and it is expected to contribute to the sector’s ongoing transformation and the rising profile of InvITs as a vehicle for mobilising capital.

The growth of InvITs in India’s investment landscape is a significant development, and Edelweiss Alternatives’ decision to proceed with a public listing is a testament to the growing relevance of InvITs in the country. As more infrastructure investment trusts seek public listings, it is likely that the sector will continue to attract interest from investors, and the profile of InvITs will continue to rise. Overall, the planned IPO by Edelweiss Alternatives is a significant development in the infrastructure sector, and it is expected to have a positive impact on the company’s growth and operations.

The refreshing combination of lemon and honey has been a timeless favorite for centuries, with lemon being a staple on sea voyages and honey being a popular sweetening agent. Building on this classic duo, Edelweiss, a renowned wheat beer from the Alps, has introduced a new limited-edition flavor: Edelweiss Lemon Honey wheat beer. This innovative brew combines the zesty tang of fresh lemon with the mellow sweetness of honey, blended with the smoothness of Edelweiss wheat beer to create a refreshingly balanced taste experience.

The Edelweiss Lemon Honey wheat beer is now available in Peninsular Malaysia, specifically in 320ml cans at major supermarkets, hypermarkets, convenience stores, and online platforms such as Shopee and Lazada. This limited-edition release is perfect for those looking to try something new and exciting. The beer’s unique flavor profile makes it an excellent choice for sipping on its own or pairing with a hearty meal.

To make the launch even more exciting, Edelweiss is offering a special promotion. From November 1 to December 31, 2025, customers who purchase any Edelweiss product will have the chance to win an all-expenses-paid trip for two to Club Med Phuket, worth RM8,000, or Touch ‘n Go eWallet credits worth RM30. This is a fantastic opportunity for fans of the brand to indulge in their favorite beer while also standing a chance to win an amazing prize.

As with any alcoholic beverage, it’s essential to enjoy Edelweiss Lemon Honey wheat beer responsibly. With its unique flavor and refreshing taste, this limited-edition beer is sure to be a hit among beer enthusiasts. Whether you’re a longtime fan of Edelweiss or just looking to try something new, the Edelweiss Lemon Honey wheat beer is definitely worth checking out. So, be sure to grab a can and experience the perfect blend of lemon, honey, and wheat beer for yourself.

The India Energy Transition Fund, backed by the Edelweiss Group, has secured $60 million in fresh capital from the European Investment Bank (EIB), a global development finance bank. This investment is part of the fund’s efforts to scale its investments in climate action and environmental sustainability domains, including renewable energy, energy efficiency, transmission, battery storage, and electric vehicles. The fund, which is registered in GIFT City, has a target corpus of $300 million and aims to make equity and quasi-equity investments in greenfield infrastructure projects and growth-stage companies in India.

The EIB’s investment is a significant milestone for the fund, which was set up in December 2024 by Edelweiss Group’s alternative investment arm, EAAA India Alternatives Ltd. The EIB is the long-term lending institution of the European Union, and its investment in the India Energy Transition Fund is part of its efforts to pursue EU policy objectives. The EIB’s specialized arm, EIB Global, aims to mobilize €100 billion in investments by the end of 2027, representing around one-third of the overall target of the EU initiative.

The partnership between the India Energy Transition Fund and the EIB is expected to have a positive impact on India’s energy sector, particularly in the areas of renewable energy and energy efficiency. The investment is also expected to contribute to the EU’s climate action goals and help reduce energy prices for households. According to Nicola Beer, vice-president of the EIB, the initiative demonstrates the EIB’s commitment to delivering real climate action and improving conditions for households.

The Edelweiss Group’s alternative investment arm, EAAA India Alternatives Ltd, manages over $7 billion in assets and has a strong track record of investing in alternative assets. The India Energy Transition Fund is one of the firm’s key initiatives, and the investment from the EIB is expected to help the fund achieve its target corpus and invest in a range of climate-friendly projects and companies in India. Overall, the partnership between the India Energy Transition Fund and the EIB is a significant development in the Indian energy sector and is expected to have a positive impact on the country’s transition to a more sustainable and environmentally friendly energy mix.

Edelweiss Mutual Fund has introduced the Altiva Hybrid Long-Short Fund, a new investment strategy under its Specialised Investment Fund (SIF) platform. The fund’s New Fund Offer (NFO) is open for subscription from October 1 to October 15. This interval investment strategy combines multiple approaches to generate consistent, income-oriented returns with low volatility. The fund’s core allocation focuses on equity arbitrage and high-quality fixed income, while also exploring selective opportunities in special situations such as IPOs, buybacks, mergers, and pair trades. Additionally, it uses low-risk derivative strategies like covered calls and straddles to enhance returns.

The fund’s multi-strategy approach aims to deliver smoother outcomes regardless of market direction, providing an “all-weather” solution for investors. One of the key benefits of the fund is its tax-efficient structure, with long-term capital gains (LTCG) above a 24-month holding period taxed at 12.5%, plus applicable surcharge and cess. This rate is more attractive than typical Category III AIFs, making post-tax returns potentially higher for investors.

The minimum investment required for the fund is ₹10 lakh, and investors can subscribe through lump sum, SIP, STP, or SWP options. Redemption is allowed twice a week, on Mondays and Wednesdays, while subscription is allowed daily. According to Radhika Gupta, MD & CEO of Edelweiss Mutual Fund, the fund is designed to provide resilience and growth across market cycles by combining disciplined investing, diversification, and selective strategies in equities and derivatives.

The fund’s objective is to provide consistent returns with low volatility, making it an attractive option for investors looking for a stable investment strategy. The fund’s tax-efficient structure and flexible subscription and redemption options also make it an appealing choice for investors. Overall, the Edelweiss Altiva Hybrid Long-Short Fund offers a unique investment opportunity for those looking for a diversified and resilient investment strategy. With its multi-strategy approach and tax-efficient structure, the fund is well-positioned to provide investors with consistent returns and growth across market cycles.

Edelweiss Asset Management Company Ltd. (Edelweiss AMC), a leading Indian mutual fund company, has upgraded its data infrastructure with Snowflake’s AI Data Cloud. This modernization has enhanced operational agility, investor experience, and risk management. Edelweiss AMC previously struggled with legacy databases, fragmented data silos, and reporting delays. However, with Snowflake’s unified, cloud-native environment, the company can now manage larger data volumes and complex workloads efficiently.

The partnership with Snowflake has enabled Edelweiss AMC to streamline compliance processes, facilitate faster regulatory reporting, and leverage advanced analytics and artificial intelligence (AI) in asset management. The company has unified all data into a single environment, providing near-instant access to structured, governed data for teams across risk and compliance, finance, sales, and client reporting.

As a result, Edelweiss AMC has significantly improved operational efficiency, reducing End-of-Day (EOD) processing time from 8 hours to under 2 hours and making management information system (MIS) reports available 5 hours before business hours. The company has also reduced data warehousing spending by 50% by optimizing cloud storage costs and paying only for consumed computing resources.

With Snowflake’s AI Data Cloud, Edelweiss AMC plans to leverage integrated AI features, such as Cortex AI, large language model support, and Snowpark ML, to embed intelligence directly into business processes, automate workflows, and unlock deeper insights. The company aims to build predictive models to forecast fund flow, optimize liquidity planning, and improve risk management, as well as create personalized recommendation engines to enhance customer engagement and cross-sell opportunities.

Snowflake’s robust security, governance, and compliance features have enabled Edelweiss AMC to meet stringent local and global regulatory standards while reducing operational complexity and cost. The company has implemented column-level encryption with its own encryption managed keys, ensuring sensitive data is encrypted at the source and accessible only to authorized personnel.

The collaboration has allowed Edelweiss AMC to stay innovative and strengthen its industry leadership, providing a secure, unified, and scalable platform foundational to its data and AI strategy. Snowflake is helping Edelweiss AMC create a modern investor experience backed by an intelligent data foundation, driving growth, competitiveness, and superior service delivery. With this partnership, Edelweiss AMC plans to set a new industry benchmark in the AMC market, leveraging Snowflake’s AI Data Cloud as the foundation for its future AI and machine learning innovations.

The Edelweiss group’s alternative investment arm and its stressed assets fund have settled allegations with the Securities and Exchange Board of India (SEBI) regarding conflicts of interest and failure to act in the best interest of investors. The allegations were raised in a show-cause notice issued by SEBI in July 2024, which claimed that the fund and its manager had failed to exercise independent professional judgment and had submitted inaccurate information to its trustee.

To address these allegations, the fund and its manager have established a ‘Fund Board’ with two independent members and a Governance Committee to handle conflict of interest situations. They have also paid a total of Rs 61.42 lakh (approximately $69,250) to settle the allegations. Additionally, the executives who were found to be in default have been removed from the Investment Committee and will not be allowed to engage or associate with the company in any manner for 12 months.

The Edelweiss Stressed and Troubled Assets Revival Fund was launched in 2012 with a target of raising up to Rs 500 crore. The fund focused on investing in stressed assets in the fashion and textile industry, and one of its portfolio companies was the materials manufacturer Blue Blends (India) Ltd. The fund and its manager filed settlement applications with SEBI last year, and the terms of the settlement were finalized in May 2025.

The settlement terms were put forward by SEBI’s Internal Committee and included the fine paid by the fund and its manager, as well as the submission that the irregularities had been addressed and that the executives should be held liable for their actions. SEBI’s High Powered Advisory Committee reviewed the settlement terms and found them acceptable, subject to the non-monetary term that the officers-in-default would not engage or associate with the company in any manner.

The settlement of these allegations marks a significant development in the Indian alternative investment space, highlighting the importance of transparency and accountability in the management of stressed assets. The establishment of a ‘Fund Board’ and a Governance Committee to handle conflict of interest situations demonstrates the fund’s commitment to acting in the best interest of its investors. The removal of the executives who were found to be in default and the imposition of a 12-month ban on their association with the company also serves as a deterrent to similar behavior in the future.

Radhika Gupta, MD and CEO of Edelweiss Mutual Fund, has addressed the growing demand for hybrid-style index funds. While a regulatory framework for these funds is currently lacking, Gupta suggests that Fund of Funds (FoFs) can achieve similar outcomes. She highlighted Edelweiss Mutual Fund’s new Multi Asset Omni FoF, which offers diversified exposure across asset classes with a static allocation of 65% in large and midcap equities, 20% equally divided between gold and silver, and 15% in debt.

Gupta emphasized the simplicity and effectiveness of this approach, stating that “sometimes, the real magic lies in the power of simplicity.” She also discussed the challenge of determining the right gold-silver mix for investors, citing Edelweiss’s experience with its gold-silver FoF, which was launched three years ago with a 50:50 allocation. This mix provides stability through gold and alpha through silver.

The Edelweiss Multi Asset Omni Fund of Fund was launched on September 3, 2025, and is an open-ended fund of funds scheme that invests in equity-oriented schemes, debt-oriented schemes, and Gold and Silver ETFs. The minimum application amount is Rs 100, and the fund is suitable for investors seeking long-term capital appreciation. The fund is managed by Bharat Lahoti and Bhavesh Jain.

Gupta’s comments suggest that FoFs can provide a similar benefits to hybrid index funds, which are gaining popularity among investors. The Edelweiss Multi Asset Omni FoF offers a diversified portfolio with a simple and effective allocation strategy. With its launch, Edelweiss Mutual Fund aims to provide investors with a reliable and trusted investment option that can help them achieve their long-term financial goals.

As the investment landscape continues to evolve, it is likely that demand for hybrid index funds and FoFs will continue to grow. Edelweiss Mutual Fund’s new offering is well-positioned to meet this demand, and Gupta’s emphasis on simplicity and effectiveness is likely to resonate with investors. With its experienced management team and diversified portfolio, the Edelweiss Multi Asset Omni FoF is an attractive option for investors seeking long-term capital appreciation.

Edelweiss Mutual Fund has successfully closed its first fund, the Altiva Hybrid Long-Short Fund, under the Altiva SIF platform, raising approximately Rs. 320 crore. The fund’s successful subscription reflects the growing demand for innovative and resilient investment solutions that combine stability with tax efficiency. According to Radhika Gupta, MD & CEO of Edelweiss Mutual Fund, the success of the fund reinforces the trend of investors seeking structured, multi-strategy products that can deliver consistent outcomes across market conditions.

The Altiva Hybrid Long-Short Fund is an interval investment strategy that aims to deliver consistent, income-oriented returns through a core allocation in equity arbitrage and high-quality fixed income. The fund also explores selective opportunities in special situations in equity markets, such as IPOs, buybacks, and mergers, as well as low-risk derivative strategies like covered calls and straddles.

The fund’s success has been attributed to the strong confidence of both individual and corporate investors in Edelweiss Asset Management’s multi-strategy approach. Deepak Jain, President & Head of Sales at Edelweiss Asset Management, expressed excitement about the path ahead and the company’s vision to create all-weather, tax-efficient investment products that cater to evolving investor needs.

The closure of the Altiva Hybrid Long-Short Fund marks a significant milestone for Edelweiss Mutual Fund, and the company is poised to continue creating innovative investment solutions that meet the changing needs of investors. With the growing demand for structured investment products, Edelweiss Mutual Fund is well-positioned to capitalize on this trend and provide investors with consistent and stable returns.

The success of the Altiva Hybrid Long-Short Fund is a testament to the company’s commitment to delivering high-quality investment products and its ability to adapt to changing market conditions. As the investment landscape continues to evolve, Edelweiss Mutual Fund is likely to remain a key player in the industry, providing investors with a range of innovative and resilient investment solutions.

Swiss International Air Lines has announced its summer 2026 flight schedule, which includes new destinations, increased frequencies, and expanded services. Starting March 29, 2026, Swiss will operate flights to Poznań, Poland, three times a week, and Rijeka, Croatia, twice a week during the summer months. The airline will also increase frequencies to popular destinations such as Alicante, Valencia, Manchester, and Venice, with some routes offering up to 28 or 29 weekly flights.

In addition to its European expansion, Swiss will also operate daily flights to several cities in the United States, including New York, Los Angeles, San Francisco, Boston, and Miami, in anticipation of the FIFA World Cup. The airline will also serve Toronto, another World Cup venue, with five weekly flights starting April 26.

Swiss is also expanding its long-haul service to Asia, with daily flights to Tokyo-Narita in April, May, and October 2026. The airline’s summer flight schedule includes 112 destinations from Zurich and Geneva, with 70 European and 25 intercontinental destinations from Zurich, and 29 short-haul destinations plus New York from Geneva.

The leisure airline Edelweiss is also expanding its network for summer 2026, with new long-haul routes and extended seasons. The highlight of the new schedule is the addition of Windhoek, Namibia, which will be served twice a week starting June 1, 2026. Edelweiss will also increase frequencies and extend seasons to several destinations, including Seattle, Halifax, Punta Cana, Tampa Bay, Cape Town, and Colombo.

Bookings for Swiss and Edelweiss flights are available now, with the full summer schedule to be published in December 2025. The summer flight schedule runs from March 29 to October 24, 2026, and offers a wide range of destinations and frequencies to suit different travel needs. With its expanded network and increased frequencies, Swiss and Edelweiss are well-positioned to meet the demand for travel during the summer of 2026.

Edelweiss Mutual Fund has successfully completed the first subscription of its Altiva Hybrid Long-Short Specialised Investment Fund (SIF), raising approximately ₹320 crore from both individual and corporate investors. This unique interval fund combines a core allocation to fixed income, equity arbitrage, and long/short equity strategies, with selective opportunities in special situations such as IPOs, buybacks, and mergers. The fund aims to provide consistent, income-oriented returns with relatively low volatility over the medium term.

The Altiva Hybrid Long-Short Fund offers daily subscriptions and allows redemptions twice a week, with a minimum investment requirement of ₹10 lakh. As it falls under the SIF framework, long-term capital gains exceeding 24 months are taxed at 12.5%, which can enhance post-tax returns compared to Category III Alternative Investment Funds. However, investors should be aware that investments in SIFs carry higher risks, including potential capital loss, liquidity risk, and market volatility.

Edelweiss Mutual Fund, part of Edelweiss Financial Services, offers a wide range of investment solutions across equities, hybrid, fixed income, and Specialised Investment Funds. The company has a large customer base of over one crore and manages assets worth nearly ₹2.2 lakh crore. With the launch of the Altiva Hybrid Long-Short Fund, Edelweiss Mutual Fund aims to provide investors with a unique investment opportunity that can help them achieve their financial goals.

It is essential for investors to review all strategy-related documents and understand the risks associated with investing in SIFs before making any investment decisions. The fund’s ability to provide consistent returns with relatively low volatility makes it an attractive option for investors seeking income-oriented returns. Overall, the successful completion of the first subscription of the Altiva Hybrid Long-Short Fund is a positive development for Edelweiss Mutual Fund and its investors, and it will be interesting to see how the fund performs in the future.

Edelweiss Air, a subsidiary of the Lufthansa Group, has launched its seasonal flights from Zurich to Colombo, marking the beginning of the winter travel season. The inaugural flight, WK-064, arrived at Bandaranaike International Airport (BIA) in Katunayake on October 28th, carrying 257 passengers. The flight was operated by an Airbus A340, with 27 passengers in business class and 230 in economy, accompanied by 12 cabin crew members.

The aircraft was greeted with a traditional water salute upon arrival, a ceremonial gesture to mark the occasion. The flight’s arrival and departure were significant, as it signals the start of Edelweiss Air’s winter schedule, which will see the airline operate two flights per week between Zurich and Colombo. The flights will take place every Tuesday and Saturday, providing travelers with convenient options for visiting Sri Lanka during the winter season.

The return flight, WK-065, departed for Zurich at 11:45 a.m., marking the beginning of a regular service between the two cities. Edelweiss Air’s decision to operate seasonal flights to Colombo is expected to boost tourism in Sri Lanka, as well as provide a convenient travel option for Sri Lankans traveling to Europe. The Lufthansa Group’s presence in the Sri Lankan market is expected to increase competition and offer more choices for travelers.

The winter season is a peak travel period, and Edelweiss Air’s flights are expected to be popular among tourists and business travelers alike. With its modern fleet and high-quality service, Edelweiss Air is well-positioned to cater to the growing demand for travel between Europe and Sri Lanka. The airline’s commitment to operating seasonal flights to Colombo demonstrates its confidence in the Sri Lankan market and its desire to provide travelers with more options and flexibility. Overall, the launch of Edelweiss Air’s seasonal flights is a positive development for the Sri Lankan tourism industry and is expected to contribute to the country’s economic growth.

The concept of the middle class in India has been a topic of debate for decades, with the definition becoming increasingly blurred due to economic growth, rising aspirations, and widening income gaps. The traditional notion of the middle class referred to individuals with modest earnings, stable jobs, and limited luxuries. However, with urban salaries on the rise and social media influencing lifestyle choices, many individuals with high incomes are still identifying as middle class.

Recently, a podcast sparked a discussion on whether an annual income of Rs 70 lakh can be considered middle class. Radhika Gupta, CEO of Edelweiss Mutual Fund, argued that such an income does not fit the category and instead belongs to the upper class. According to her, the actual income range for the middle class in India is between Rs 5 lakh and Rs 8 lakh annually. Gupta emphasized that applying a single income definition to a country of 1.4 billion people is unrealistic, with about 100 million Indians living on less than $2,000 per year.

Gupta noted that many high earners in urban India still identify as middle class due to a psychological attachment to the label, which is often rooted in their family background. However, in financial terms, this identity no longer reflects reality. Despite higher earnings, many individuals experience dissatisfaction due to urban living costs, rising rents, and lifestyle inflation. Social media has also created a culture of comparison, where individuals feel pressure to maintain a certain online appearance and lifestyle.

Gupta cited the example of a young professional who felt the need to work long hours to maintain their fitness, take vacations, and keep up with online appearances. This, she said, is part of a larger competition driven by digital exposure. The middle-class identity has become a cultural habit, but it is essential to recognize that it no longer reflects the financial reality of many individuals in India. As the country continues to grow and evolve, it is crucial to redefine what it means to be middle class and to acknowledge the changing economic landscape. By doing so, individuals can better understand their place within the economy and make more informed financial decisions.

The recent transaction between Edelweiss Financial Services Limited (EFSL), Edelweiss Mutual Fund (Edelweiss MF), and WestBridge has significant implications for all parties involved. For EFSL, this deal marks a crucial step in its value creation and value unlock journey in the mutual fund (MF) business. The transaction is expected to enhance the company’s growth prospects and unlock new opportunities, ultimately leading to increased value for its stakeholders.

From Edelweiss MF’s perspective, the deal strengthens its growth trajectory and paves the way for the company to become an institutionalized, independent business. This development is likely to enable Edelweiss MF to expand its operations, improve its market position, and achieve greater autonomy in its decision-making processes.

For WestBridge, the transaction represents a strategic entry into the high-growth MF business. WestBridge has identified Edelweiss MF as a well-governed business with proven leadership and significant scale potential. By investing in Edelweiss MF, WestBridge aims to capitalize on the growth opportunities present in the Indian mutual fund industry, which has been witnessing rapid expansion in recent years.

The deal is expected to bring about a synergistic relationship between the three parties, with each entity benefiting from the other’s strengths and expertise. EFSL will likely continue to focus on its core businesses, while Edelweiss MF will leverage the investment from WestBridge to drive growth and expansion. WestBridge, on the other hand, will gain a foothold in the Indian MF industry, which is poised for significant growth in the coming years.

Overall, the transaction underscores the growing interest in India’s mutual fund industry, which has been attracting significant investments from domestic and international players. The deal is also a testament to the attractiveness of Edelweiss MF’s business model and its potential for growth and scalability. As the Indian economy continues to grow, the demand for mutual fund products is likely to increase, making this transaction a strategic move for all parties involved.

Radhika Gupta, the MD and CEO of Edelweiss Mutual Fund, has written a book titled “Mango Millionaire” that offers a fresh perspective on saving money. Gupta compares saving to a cricket net practice, where the discipline built at the beginning sets the stage for successful investing later. She introduces the 10-30-50 rule, a step-by-step framework to build lifelong wealth. The rule recommends saving 10% of income in one’s twenties, 30% in one’s thirties and forties, and 50% after forty.

Gupta advises young professionals to start small, even with just 1% of their income, and gradually increase their savings over time. She acknowledges the challenges faced by young professionals, including lower salary packages and the desire to enjoy lifestyle amenities. However, she emphasizes the importance of starting early and being consistent.

As individuals enter their thirties and forties, Gupta recommends increasing their savings to at least 30% of their income. This is a time when career growth and promotions can lead to increased earnings, making it easier to save more. Finally, in one’s forties and beyond, Gupta suggests saving at least 50% of income, as this is typically a time when earnings peak and expenses such as children’s education and retirement planning become more significant.

Gupta also proposes a Savings Deducted at Source (SDS) model, inspired by the Tax Deducted at Source (TDS) system. This model would involve automating savings deductions, making it more difficult to bypass saving. She stresses that the key to wealth creation is habit, not just the percentage of savings. “Savings is a habit-driven approach,” she says. “Initially, forming the habit of saving is more important than the percentage of money you save.”

Overall, Gupta’s approach to saving and investing emphasizes the importance of discipline, consistency, and habit. By starting early, increasing savings over time, and making savings a priority, individuals can set themselves up for long-term financial success. As Gupta notes, “No investor can hope to succeed without first mastering the art of saving.” By following the 10-30-50 rule and adopting a habit-driven approach to saving, individuals can build a strong foundation for wealth creation and achieve their financial goals.

Edelweiss Financial Services Limited (EFSL) has announced a public issue of secured redeemable non-convertible debentures (NCDs) with a face value of ₹1,000 each. The issue has a base size of ₹1,500 million and a green shoe option of up to ₹1,500 million, aggregating to ₹3,000 million. The NCDs have a tenure of 24 months, 36 months, 60 months, and 120 months with annual, monthly, and cumulative interest options. The effective annual interest yield on the NCDs ranges from 9.00% p.a. to 10.25% p.a.

The issue is scheduled to open on September 24, 2025, and close on October 8, 2025. At least 75% of the funds raised will be used for repayment/prepayment of existing borrowings, and the balance will be used for general corporate purposes. The NCDs have been rated “Crisil A+/Stable” by Crisil Ratings Limited.

EFSL is a diversified financial services company with a presence in retail, corporate credit, mutual fund, alternative asset management, asset reconstruction, life insurance, and general insurance businesses. The company has a strong research-driven approach and a seamless customer experience, with a pan-India and international network of 257 offices and 5,615 employees as of June 30, 2025.

The issue is open for subscription on working days from 10:00 a.m. to 5:00 p.m. (Indian Standard Time) during the issue period. Applications will be accepted only through the electronic platform of BSE Limited. Investors are advised to invest only on the basis of the information contained in the prospectus, which is available on the company’s website and the website of BSE.

The company and the lead managers have cautioned investors that investment in the NCDs involves a high degree of risk and that they should refer to the prospectus, including the sections titled “Risk Factors” and “Material Developments,” before making an investment decision. The rating agency, Crisil Ratings Limited, has also provided a disclaimer stating that its rating is not a recommendation to buy, sell, or hold the rated instrument and that it does not guarantee the completeness or accuracy of the information on which the rating is based.

Overall, the public issue of NCDs by EFSL provides an opportunity for investors to earn a fixed income with a relatively high yield. However, investors should carefully evaluate the risks and benefits of the investment and refer to the prospectus before making a decision.

The Securities and Exchange Board of India (SEBI) has recently cleared Specialised Investment Funds (SIFs) for affluent investors seeking strategies beyond traditional equity and debt. SIFs are being launched by leading asset managers under separate branding across equity, debt, and hybrid categories. Quant Mutual Fund was the first to launch a SIF in September 2025, followed by Edelweiss and SBI Mutual Fund on October 1.

SIFs differ from other products in that they allow participation with a minimum investment of Rs 10 lakh, or Rs 1 lakh for accredited investors. They also offer the ability to take naked short positions of up to 25% of assets, enabling SIFs to potentially profit in falling markets. Edelweiss Altiva Hybrid Long-Short Fund is one of the first SIFs to be launched, with a blend of equity, debt, arbitrage, and derivative strategies. The fund has a conservative portfolio construction, with nearly 50% of assets in debt and the rest divided between arbitrage, unhedged equity, and derivative strategies.

The taxation advantage of SIFs is that long-term gains are taxed at 12.5% after two years, compared to higher rates applicable to debt or conservative hybrid funds. However, SIFs come with risks, and investors should be cautious. Long-short strategies require asset managers to make accurate calls on market direction, allocation, and derivative positions, and missteps can amplify volatility and erode returns.

Experts suggest that investors wait and watch how SIFs perform before committing significant capital. SIFs may best suit seasoned investors comfortable with higher risk in pursuit of differentiated strategies. Traditional mutual funds remain the preferred route for long-term wealth creation and portfolio simplicity. It is essential for investors to consult with a qualified financial advisor before making any investment decisions.

Industry watchers expect several other fund houses to follow suit, making SIFs one of the most closely tracked product launches in the asset management industry this year. With the introduction of SIFs, Indian investors now have access to a new range of investment strategies that were previously unavailable to them. As the market for SIFs grows, it will be interesting to see how they perform and whether they will become a popular choice among Indian investors.

Edelweiss Mutual Fund, based in Mumbai, has introduced the Altiva Hybrid Long-Short Fund, a unique investment strategy under its Specialised Investment Fund (SIF) platform. The new fund offer (NFO) commenced on October 1, 2025, and will remain open until October 15, 2025. This launch comes after the Securities and Exchange Board of India (Sebi) introduced SIFs in February 2025.

The Altiva Hybrid Long-Short Fund is designed to adapt across various market cycles, aiming to generate stable, income-oriented, and tax-efficient returns. The fund’s core allocation is divided between arbitrage and fixed income, providing a balanced approach to investment. One of the key features of this fund is the availability of daily subscriptions and redemptions, which will be processed twice a day.

The introduction of the Altiva Hybrid Long-Short Fund marks an important development in Edelweiss Mutual Fund’s SIF platform, which is likely to attract investors seeking diversified and adaptive investment strategies. By offering a hybrid approach that combines elements of arbitrage and fixed income, the fund aims to provide a stable source of returns, regardless of market conditions.

The NFO period, which runs until October 15, 2025, presents an opportunity for investors to participate in this new fund. With its adaptive strategy and core allocation to arbitrage and fixed income, the Altiva Hybrid Long-Short Fund is poised to offer a unique investment proposition to those seeking stable and tax-efficient returns.

As the Indian mutual fund industry continues to evolve, the introduction of SIFs by Sebi has paved the way for innovative investment products like the Altiva Hybrid Long-Short Fund. Edelweiss Mutual Fund’s decision to launch this fund under its SIF platform demonstrates its commitment to providing investors with a range of options that cater to their diverse needs and risk profiles.

Overall, the Altiva Hybrid Long-Short Fund offers a compelling investment opportunity for those seeking a stable and adaptive investment strategy. With its core allocation to arbitrage and fixed income, daily subscriptions and redemptions, and tax-efficient approach, this fund is likely to attract investors looking for a unique investment proposition in the Indian mutual fund market.

Edelweiss Asset Management Company Ltd. (Edelweiss AMC), a leading mutual fund house in India, has modernized its data infrastructure by adopting Snowflake’s AI Data Cloud. This move aims to drive agility, cost efficiency, and a more personalized investor experience in a data-driven financial landscape. By migrating from legacy databases to a cloud-native environment, Edelweiss AMC has achieved significant benefits, including 50% savings in data warehousing spend and a dramatic boost in performance and productivity.

The partnership with Snowflake has enabled Edelweiss AMC to cut end-of-day processing times from 8 hours to under 2 hours, and management information system (MIS) reports are now ready 5 hours before business hours. The company has also achieved near-instant access to structured insights for decision-makers, allowing leadership to respond dynamically to customer behavior and market shifts. This real-time intelligence enhances investor trust and enables personalized investment planning.

Edelweiss AMC is also exploring Snowflake’s integrated AI capabilities to build predictive models that can forecast fund flows, optimize liquidity, and deliver recommendation engines for personalized investor engagement. The company has implemented robust security and compliance measures, including IP-based access controls and column-level encryption, to secure sensitive data.

The migration to Snowflake has provided Edelweiss AMC with a secure, unified, and scalable platform that is foundational to its AI strategy. The company has significantly boosted agility and productivity, enabling data-driven decisions and reduced costs. Edelweiss AMC’s roadmap places AI at the heart of its next growth phase, with plans to analyze historical market data for predictive insights and embed recommendation engines for customer engagement.

This transformation underscores a broader shift in the asset management sector, where cloud-native platforms, AI-driven intelligence, and secure governance frameworks are becoming the foundation for operational resilience, regulatory compliance, and investor-centric growth. Edelweiss AMC is positioning itself as a digital-first player in India’s rapidly evolving investment ecosystem, and its partnership with Snowflake is expected to set a new industry benchmark. With its modernized data infrastructure and AI-driven approach, Edelweiss AMC is well-placed to drive growth and innovation in the asset management sector.

Edelweiss Asset Management Company (Edelweiss AMC) has taken a significant step in its digital transformation by adopting Snowflake’s AI Data Cloud, aiming to drive agility, cost efficiency, and a more personalized investor experience. By migrating from legacy databases to a cloud-native, unified environment, Edelweiss AMC has achieved faster insights, automated workflows, and embedded intelligence across its operations. This move has resulted in a 50% reduction in data warehousing spend, as well as a significant boost in performance and productivity.

The implementation of Snowflake’s AI Data Cloud has enabled Edelweiss AMC to cut end-of-day processing times from 8 hours to under 2 hours, and management information system (MIS) reports are now ready 5 hours before business hours. The company has also seen faster beginning-of-day (BOD) reconciliations, enabling smoother workflows across various departments. Snowflake’s pay-as-you-use model and separation of compute and storage have reduced infrastructure costs and optimized system responsiveness during peak usage.

Edelweiss AMC has achieved near-instant access to structured insights for decision-makers by consolidating data into a single governed platform. This real-time intelligence allows leadership to respond dynamically to customer behavior and market shifts, enhancing investor trust and enabling personalized investment planning. The company is also exploring Snowflake’s integrated AI capabilities, including predictive models to forecast fund flows, optimize liquidity, and deliver recommendation engines for personalized investor engagement.

In terms of security and compliance, Snowflake’s governance and security framework has played a pivotal role. Edelweiss AMC has implemented IP-based access controls, column-level encryption, and governed data sharing to secure sensitive data and streamline regulatory reporting. The company’s leadership has expressed enthusiasm for the transformation, citing the significant boost in agility and productivity, and the enablement of data-driven decisions and personalized planning for customers.

Edelweiss AMC’s roadmap places AI at the heart of its next growth phase, with plans to analyze historical market data for predictive insights and embed recommendation engines for customer engagement. This transformation underscores a broader shift in the asset management sector, where cloud-native platforms, AI-driven intelligence, and secure governance frameworks are becoming the foundation for operational resilience, regulatory compliance, and investor-centric growth. With Snowflake’s AI Data Cloud, Edelweiss AMC is positioning itself as a digital-first player in India’s rapidly evolving investment ecosystem.

Edelweiss Financial Services Limited (EFSL) has announced the launch of a public issue of secured, redeemable non-convertible debentures (NCDs) worth up to ₹3,000 million. The issue consists of a base size of ₹1,500 million with a green-shoe option to retain an additional ₹1,500 million. The NCDs will be offered in 10 series with fixed coupon rates and tenures ranging from 24 to 120 months. Investors can choose from annual, monthly, or cumulative interest options, with effective annual yields between 9% and 10.25%.

The subscription window for the issue will open on September 24, 2025, and close on October 8, 2025. Allotments will be made on a first-come-first-serve basis, with proportionate allocation in case of oversubscription. At least 75% of the proceeds from the issue will be used for repayment or prepayment of interest and principal on existing borrowings, while the remainder will go towards general corporate purposes.

The NCDs have been rated “Crisil A+/Stable” by Crisil Ratings Limited, indicating adequate safety of timely payment of financial obligations. The lead managers to the issue are Trust Investment Advisors Pvt. Ltd., Nuvama Wealth Management Ltd., and Tipsons Consultancy Services Pvt. Ltd. The debentures will be listed on BSE Limited to ensure liquidity for investors.

The company stated that the issue represents a part of its strategy to optimize borrowing costs while providing investors with stable, long-term returns in a regulated environment. The NCDs offer a face value of ₹1,000 each, and investors can benefit from the fixed coupon rates and flexible interest payment options. With a strong credit rating and a reputable lead management team, the issue is expected to attract investors looking for stable and secure investment opportunities.

Overall, the public issue of NCDs by Edelweiss Financial Services Limited offers a unique investment opportunity for those seeking stable and long-term returns. The issue’s flexible tenure and interest payment options, combined with its strong credit rating, make it an attractive option for investors. The company’s strategy to optimize borrowing costs while providing investors with stable returns is expected to benefit both the company and its investors.