Edelweiss Financial Services (EDELWEISS) Corporate presentation summary

The alternatives opportunity

• Alternatives AUM in India projected to reach $166 bn by 2026, a 2.6x increase since 2016, with significant growth potential as penetration is only 3.5% of GDP compared to 27.8% in North America.

• Yield & income strategies are expected to grow at an 18% CAGR, reaching $140 bn by 2030 and comprising over 50% of the Indian alternatives market.

• Growth is supported by a rising pool of domestic investors, with HNI and UHNI populations projected to grow at 15.8% and 9.6% CAGR respectively by 2027.

Differentiated and diversified asset manager

• Institutional platform established over 15+ years, offering eight core strategies across yield and income verticals.

• Fee-paying AUM stands at approximately ₹48,600 crore, with investments spanning infrastructure, real estate, energy, and credit.

• Serves over 5,700 unique clients across 34 countries, with 78% of AUM from repeat clients.

• Demonstrates a robust track record, with flagship funds in their 3rd or 4th vintage and successful fund lifecycle completions.

• Recognized with multiple industry awards for fund raising, performance, and innovation from 2021 to 2026.

Built with asset management capabilities at its core

• Dedicated asset management team of 60+ professionals manages the full asset lifecycle and enhances operational efficiency through technology.

• Senior management team with over two decades of experience, supported by 80+ investment professionals and strong alignment through incentives.

• Operations are technology-driven, with robust risk management, independent oversight, and adherence to global ESG standards.