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Edelweiss Account & AMC Charges



Edelweiss or ‘Edelweiss Group’, officially known as ‘Edelweiss Financial Services Ltd.’ is an investment and financial services providing company facilitating products and services in the fields of Equity, Currency Derivatives, Commodity, Mutual Funds, IPOs, Futures & Options, Debt, etc.

Edelweiss is a full-fledged service brokerage and has a diversified client base including high net-worth corporate customers along with casual & retail investors in domestic as well as in the global market.

In the retail credit segment, the company provides Rural creditand Retail Mortgage SME, loans against Securities, etc. while in the corporate credit category, it provides services such as standard collateralized credit, Distressed Credit, Wholesale Mortgages, etc.

In the advisory segment, Edelweiss facilitates Asset Management, Capital Markets, Wealth Management, etc. The company has a broad presence in the domestic market and operates through a strong network of sub-brokers in conjunction with authorized persons. Edelweiss has its offices in almost all major cities in India.


Edelweiss was incorporated in 1995 by Rashesh Shah and Venkat Ramaswamy. The company has its headquarter in Mumbai and offers its services in Equity, portfolio management, advisory, investment banking, corporate financing, etc.

Read also: How to earn money from Share market and Stock market


CIN L99999MH1995PLC094641
Headquarter Mumbai
Founder(s) Rashesh Shah

Venkat Ramaswamy

Company Status Active
RoC RoC-Mumbai
Registration Number 94641
Company Category  limited by Shares
Company Sub Category Non-govt company क्लास class
Class of Company Public
Date of Incorporation 21 November 1995
Age of Company ~26 years
Activity Equity, the Currency Derivatives, Commodity, Mutual Funds, IPOs, Futures & Options, Debt, General Insurance, Life Insurance, Investment Services, etc.


It helped raised new companies by providing the funds via Venture capital, Private Equity funds, non-IPOs, non-IPOs, etc. Edelweiss is registered with all prominent exchanges like BSE, NSE, MCX, etc.

As per the timeline, the following activities took place with Edelweiss:

In 1995, the company was   established by Rashesh Shah and Venkat Ramaswamy

Edelweiss became a merchant banker and provided services such as PE funds, VC, Non-IPOs, etc.

In 2001, Edelweiss acquired Crossborder Investments Pvt. Ltd.

In 2001, it acquired ‘Futures & Options’ license

Edelweiss Capital Ltd.

edelweiss capital
source: pixabay.com

Until now Edelweiss was known as Edelweiss Capital Limited, but in 2002, ECL acquired Rooshnil Securities Pvt. Ltd. and it became its subsidiary the  ‘Edelweiss Securities Limited’

In 2004, Edelweiss started a Commodity investment business

the company entered into the Insurance business

In 2006, Edelweiss was registered as a Non-Banking Financial Company and started institutional broking services

the company was listed for IPO with the capital of Rs. 692 crores

Additional Services

The same year, it obtained the Clearing Member License and offered a wide range of additional services such as Investment Banking, Risk management services, Asset protection/transfer, wealth management services, etc.

In 2008, the SEBI approved Edelweiss for Mutual Funds business

In 2010, obtained Anagram Capital for Rs. 164 crores

In 2011, the company collaborated with ‘Tokio Marine’ and ‘Tokio Life Insurance, the Japanese companies to start insurance-business

It acquired ‘Forefront Capital Management’ a Mumbai based asset management company

In 2016, Edelweiss acquired two more asset management companies, ‘Ambit Alpha Fund’ and ‘JP Morgan Asset Management India’

A Canada based institutional investor, CDPQ (Caisse de dépôt et placement du Québec) acquired 1/5th of equity stakes in Edelweiss Asset Reconstruction Company

Edelweiss has a widespread physical presence in India with 475 offices across 200 locations. The company has more than 12 lakhs customers and it conducts its operations across locations using the services of its over 11,900 employees.

Products & Services

Edelweiss Securities is the part of Edelweiss Group that facilitates its customer to invest in a wide range of financial products and services. The company offers you to trade in Equity, Currency Derivatives, IPOs, Mutual Funds, Commodities, F&O, Debt, etc.

Read also:  Best Trading App in India 2021

Besides this, it offers a range of supportive services such as research-based analysis, recommendations, and advice across various segments. It offers one of the industry-leading trading platforms for all kinds of environments such as desktop, web portal, mobile platform, etc.

Its mobile trading platform is considered one of the best in the industry and is rated high online. Products and services offered in retail broking are such as –


Equity Yes
Commodity Yes
Mutual Funds Yes
Currency Yes
ETF (Exchange-Traded Fund) Yes
MF-SIP (Mutual Funds-Systematic Investment Plan) Yes
Banking No
General Insurance Yes
Life Insurance Yes


Accounts Basics

edelweiss account basic
source: pixabay.com

To trade in stocks you need to be registered with a firm or broker as you cannot directly trade with a stock exchange. A trading account is a fundamental requirement to buy or sell your stocks.

However, a trading account is necessary to trade in stocks but it does not hold your assets that are realized by your transactions. For this, you need a second account, a ‘Demat’ account.

A ‘Demat’ account is just like a digital locker where you keep all your assets in digital format. However, a ‘Demat’ account keeps your assets but you cannot do trading with it. You can only trade by using your trading account.

The word ‘Demat’ is an abbreviation of ‘dematerialization’ means you dematerialize your physical assets into digital format, i.e. from physical format to electronic format.

As physical bonds, paper securities, bank certificates, etc. are prone to fire damage, forgery, theft, physical damage, etc. the SEBI has made it mandatory to have a ‘Demat’ account to hold shares and assets.

With just having a trading account and not holding a ‘Demat’ account, you are only able to trade in ‘Mutual Funds’, ETF, Gold, F&O, etc.

For a seamless trading experience in all financial segments, you need to have both of the accounts, a trading account, and a ‘Demat’ account.

Account & AMC Charges

Edelweiss does not charge any amount for opening either a trading account or a Demat account. For first-year AMC is free for Demat account but after that, it charges Rs. 500/- per year for subsequent years.


Trading Account Rs. 0/-
AMC (Trading) Rs. 0/- (per year)
Demat Account Rs. 0/-
AMC (Demat) Rs. 300/- (per year)
Margin Money 75% Margin
Offline to Online No


Besides this, the company offers variable rates for AMC in different brokerage plans. For example, in its ‘Lite Plan’, AMC is free for the first year but onwards it is Rs. 300/- per year while in ‘Elite Plan’, it is free for 1st year too but afterward Rs. 500/- per year is charged. The company is a depository participant with CDSL and NSDL.


Edelweiss offers transparent brokerage plans for all its trading segments and mentions all details on its website. The company offers two types of brokerage plans to its customers, ‘Edelweiss Lite Plan’ and ‘Edelweiss Elite Plan’.

Edelweiss Lite Plan

It is a flat-rate discount brokerage plan in which you are charged flat rates. Rs. 10/- per executed order is charged for Equity Delivery, Intraday, and Futures & Options. For Currency derivatives, the scheme is the same.

In this plan, you pay as you use the model but you are not availed with any assistance, i.e. no Manager Assistance is provided. For ‘Value Added Services (VAS)’ you are charged separately.

Segment Charges
Equity Delivery Rs. 10/-
Equity Intraday Rs. 10/-
Equity Futures Rs. 10/-
Equity Options Rs. 10/-
Currency Futures Rs. 10/-
Currency Options Rs. 10/-


Edelweiss Elite Plan

It is a full-service brokerage plan where you are charged percentage-wise as per your trading volume and slab. In this plan, you are availed of a full range of services such as online & offline trading, free research, personal relationship manager, and many more.

You are charged 0.30% for Equity Delivery, 0.03% for Equity Intraday and Futures. Plan details are such as –

Segment Charges
Equity Delivery 0.3%
Equity Intraday 0.03%
Equity Futures 0.03%
Equity Options Rs. 75.00/- (per lot)
Currency Futures 0.02%
Currency Options Rs. 20.00/- (per lot)


Trading Platforms

edelweiss online trading platforms
source: pixabay.com

The company provides different types of trading platforms to suit all kinds of users. From web portal to smartphone trading environment, you can find a suitable trading portal as per your needs and requirements.

Trading terminals provided by the company are such as –

Edelweiss. in 

The website of the company is a free online trading platform where you can trade and invest in a wide range of financial products and services including Stocks, Mutual Funds, Commodities, etc.

Read also:  Earning Apps Without Investment

Here, you can view your stocks, surf/track/position your contracts and stocks, toggle to different pages, etc. A feature ‘Quick Trading Toolbar’ allows you to quickly trade in your interests.

For slow internet connections and the company also provides a lightweight website for all your trading needs.

Edelweiss Xpress

It is a web browser-based trading application that can be installed on your computer. This Java-based trading terminal facilitates you to buy & sell Equity and Derivatives using live feeds of stocks information.

Edelweiss Xtreme Trader

It is a desktop-based trading software that can be installed on a PC or a laptop. With this, you get a wide range of features such as live-streaming quotes, technical analysis, advanced charting tools, etc.

This trading terminal is most suitable for high-frequency traders. It offers stock alerts (though live feeds, SMS, E-mail) as per conditions defined by you, customizable interface, shortcut keys, research calls and powerful charting tools, etc.

Edelweiss Mobile Trader

It is a completely free-to-use mobile-based app. It offers to trade in Equity, Derivatives, Currency, etc., using live streaming quotes, charting tools, portfolio monitoring, along with other services like fund transfer, Order Book, Trade Book, Holdings, Balances, expertise research, and many useful features.


Advantages of trading with Edelweiss –

  • Offers all kinds of services such as full-service and discount services as well
  • Flat Rs. 10/- per executed order brokerage across segments
  • Instant online account opening
  • Online IPOs services
  • Being a full-fledged brokerage and it has a widespread physical presence
  • High rated online trading platforms (web/desktop/mobile)
  • Personal manager and PMS services
  • Free trading tips and research-based recommendations


Potential disadvantages if you trade with Edelweiss –

  • No 3-in-1 account opening
  • In ‘Elite Plan’ charges are high (Rs. 0.03/- for delivery & Rs. 0.01/- for ‘Intraday’ and ‘Futures’)
  • No Bracket/GTC orders
  • Call & Trade facility is available only when you pay Rs. 20/- per call
  • 50/- is charged for research calls & tips

At Last

edelweiss final thoughts
source: pixabay.com

Edelweiss is one of the most popular brokerages in India that offers a wide range of financial products & services to all kinds of investors. It offers both types of brokerage services such as discount services as well as full services.

The company has many awards in its name including ABP BFSI Awards 2017, Best Broker in India 2016 (Finance Asia Country Awards, Hongkong), and National Digital Marketing Awards 2017, and Best Equity Broking House 2015 (Bradstreet Equity Broking Awards), etc.

If you are new to the stock market and looking for expert advice and recommendations for your trading needs, or you are an experienced investor and just want essential services, and Edelweiss caters to all kinds of services to all types of clients. Edelweiss is one of the best brokerages to consider for your trading requirements.

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  1. called Social Cash Club Network. I too had login into this site, and here mostly earning comes by the daily tasks and offers they show. But, again here earning potential is low, I felt. They pay up to few cents to earn here, as there is 1-2 options available only to earn. Although, write and earn is the feature where it shows coming soon.

  2. सोशल कैश क्लब से जुड़ने के लिए इनकी ऑफिशियल वेबसाइट पर जाकर पंजीकरण करना होगा। तभी आप जुड़ सकते है। या आप हिमारे लिंक पर क्लिक करके डायरेक्ट website पर पहुंच जाएंगे।

  3. Social Cash Club एक ऐसी Website है जिसके माध्यम से आप धनी तो नहीं बन सकते लेकिन छोटे-मोटे Task को करके अच्छे Income हर दिन कमा सकते हैं।

  4. Social Cash Club Network मै Jaining Bonus वह Income होता है जो आपको कंपनी में केवल 10 बनवाने पर मिलती है। यह 2100 होता है। इसकी निकासी आप तब कर सकते हैं जब आपको Account में 500 रुपये पूरा जमा हो जायेगा


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