NEW DELHI: Radhika Gupta, CEO of Edelweiss Mutual Fund, shared in-depth details about how Edelweiss approaches investments in an insightful interview with Rohan Dua, Executive Editor of The New Indian. Known for her innovative strategies and leadership, Gupta emphasized the trust and responsibility that define their investment process and the importance of creating secure opportunities for investors.
Rohan Dua acknowledged Gupta’s accomplishments and asked about Edelweiss Mutual Fund’s size and scope. Gupta explained, “Edelweiss Mutual Fund manages assets of ₹1.4 lakh crores, sounds very big to common people, but more than that, it is almost 20 lakh Indians’ accounts. People’s dreams are connected with money.”
Check out the full interview:
She stressed the emotional connection her business has with its investors, saying, “In our business, I am not selling you a cup of coffee, I am not selling you a lipstick. When you become an investor with Edelweiss Mutual Fund, you get trust. It is a promise that I will manage your money in the best way possible so that your dreams come true.”
Speaking about the weight of responsibility her role carries, Gupta added, “This profession is challenging, and I feel a constant sense of responsibility. Since I’ve become known, people write to me, saying, ‘Madam, I trust you for my daughter’s education SIP.’ You think this is flattering? It’s actually very stressful.”
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When asked how Edelweiss Mutual Fund distinguishes itself, Gupta described it as a “challenger brand” with a focus on innovation and outreach. “We are a young, new-age company that’s been growing for the past 6-7 years. Yes, our size is comparable to established players, but our DNA is very innovative. We are active on social media, and we’ve introduced first-to-market products like Bharat Bond and ETFs,” she said.
Dua inquired about Edelweiss Mutual Fund’s diligence in selecting investments. Gupta highlighted the rigorous processes her team follows: “Managing public money is very difficult because of the weight of responsibility. SEBI and the Fundhouse have defined a lot of boundaries we operate within. For example, if you run a mid-cap fund, you can’t take too many large or small companies. This ensures stability.”
Gupta shared a unique aspect of their approach: “We do forensic analysis on every company. Beyond the numbers, we check audit practices and robustness of the business model. Forensics is a very important thing. If you avoid mistakes while investing, you can make a lot of money.”
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When Dua asked about third-party auditing, Gupta clarified, “Some audits are third-party, and some are internal. It’s a mix. We don’t talk much about it, but transparency is essential to us. We also focus on financial literacy and build trust through clear communication.”
Gupta elaborated on her commitment to understanding the companies they invest in: “We spend a lot of time on companies. I encourage my team to visit factories and meet promoters. Catching the nerve of a business and its leadership is vital.”
Through her leadership, Edelweiss Mutual Fund has established itself as a trusted name by emphasizing transparency, forensic diligence, and a steadfast commitment to its investors’ financial goals.
