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Edelweiss AIF

PMS Rating

IME PMS Rating

5 of 5 stars

Highly recommended for investors seeking alternative investment options: Edelweiss AIF has created a clear niche for itself, in two core segments - Pre-IPO and High Yield Funds. Their Pre-IPO funds have been amongst the largest & best-performers in their category. The High Yield Funds benefit from Edelweiss's group's strong core competency as a niche lender in the high-yield segment. For some of these specific fund categories, Edelweiss AIF is a strong AMC to consider investing in.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (30000cr) | Promoter Category ()

AMC Background

Edelweiss Securities Ltd (ESL) is part of Edelweiss Wealth Management (of Edelweiss Financial Services Ltd). Pacific Alliance Group (PAG), the world’s largest Asia-focussed private investments firm with >$38bn in AUM, as a strategic partner, Edelweiss stands to benefit significantly beyond their home-grown advantage.

Edelweiss wealth management is a leading wealth manager in India with $20bn+ AUA. The expertise of Edelweiss in India and PAG’s global best practices make it a formidable investment firm.

Investment Philosphy

EDELWEISS CROSSOVER

Strategy

  • Investment Focus: IPOs | Attractive investment opportunity with structural growth characteristics
  • Pre-IPO and Late Stage PE: Most attractive way to participate in high-quality IPOs | relatively less crowded space and significant liquidity discount provides for better risk-adjusted returns
  • Thematic Bias: driven by structural Indian underpenetrated consumer growth | visible room for structural growth over at least 5+ years | consumer, consumer tech, financial services, niche technology leaders are focus areas
  • Leadership Bias: capabilities as market leader | higher growth than the industry
  • Fundamental Bias: profitable growth with low leverage | proven unit economics with capital-efficient business models

Edelweiss Expertise

  • PE Expertise: sourcing, diligence, negotiations¬†
  • Assessment of IPO readiness, and public market expertise
  • Fund structure and mandate customized for Pre-IPO and Late-stage PE

Inv Team

Investment Team

Nalin Moniz | 4-star rated FM

CIO | 19 yrs Experience | 7 yrs at current firm

Past Experience: Founder (Forefront Capital Management), Portfolio Manager (Goldman Sachs)

Mr. Nalin Moniz had Co-Founded, Forefront Capital Management, and has worked as a Portfolio Manager at Goldman Sachs Asset Management (New York, USA).He has 8 years of India investment track record on the PMS, AIF, and FII platform covering fundamental equities, event arbitrage, and commodities.He brings global research and investment management experience at one of the world’s largest hedge funds in equities, bonds and credit. Graduated magna cum laude from Management & Technology Program at the University of Pennsylvania with a B.S. Economics (Wharton School).

Pranav Parikh | 4-star rated FM

Fund Manager | 24 yrs Experience | 9 yrs at current firm

Past Experience: MD (Fountainhead Ventures), MD (Q-India Advisors), Portfolio Manager (Q-India)

Pranav has close to 20 years of investing experience in the USA as well as India, he was awarded the best PE Dealmaker. He successfully managed the first 2 series of Crossover Fund making many successful investment calls. Pranav is an MBA graduate from the University of Texas and a CFA Charter Holder.

Ashish Agarwal | 4-star rated FM

Managing Partner | 23 yrs Experience | 2 yrs at current firm

Past Experience: Senior Investment Director (Navis Capital Partners)

Ashish Agrawal joined Edelweiss as a Managing Partner and Head – Private Equity for their AIF team since Nov 21. He has more than 25 years of experience and prior to edelweiss, He worked for 14 years in Navis Capital Partner, with his last position being the Senior Investment Director. His investing experience spans private equity and public equity funds; mid-market transactions in India, Europe, the US, and South East Asia and across sectors.

Nilesh Saha | 2-star rated FM

Fund Manager | 11 yrs Experience | 10 yrs at current firm

Past Experience: Investment Analyst (Edelweiss Financial Services)

Nilesh Shah has been associated with Edelweiss since May 14. He initialy joined as an investment analyst but after 3 years, he was promoted as the Fund Manager. Prior to this, he had a short stint with Goldman Sachs as an Analyst for less than year. He did his B.E in Mechanical Engineering at BITS, Pilani and is a CFA Charterhlder.

Subahoo Chordia | 4-star rated FM

Head – Real Estate Strategies | 23 yrs Experience | 17 yrs at current firm

Past Experience: Axis Bank, IDBI Bank

Subahoo Chordia spearheads the Edelweiss Infra Fund Business, bringing with him nearly two decades of extensive experience in the infrastructure sector. His expertise spans private fund management, asset management, corporate finance, mergers and acquisitions, capital markets, and advisory services. Notably, he initiated the Infrastructure practice at Edelweiss in 2007. Before joining Edelweiss, Subahoo held key positions at Axis Bank and IDBI Bank, where he excelled in project finance, portfolio management, and investment banking.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Returns as of 28-Feb-24.

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Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.