Inflation, Depreciation & Power of Compounding

Plan Execution, Review & Rebalancing

Investment Plan

Financial Plan

Cash Flows

Comprehensive Individual Risk Profiling

Inflation, Depreciation & Power of Compounding

The two key factors that impact long term returns are inflation (decreases the purchasing power of money) and the power of compounding (creates long term value). Our Financial Plans incorporate & integrate both these vital aspects.

Plan Execution, Review & Rebalancing

We provide you with a convenient transaction platform to execute and monitor your investments. Our Financial Planning Managers review and rebalance your plan according to changes in your objectives, risk profile, cash flows or macro-economic situations.

Investment Plan

During the investment planning process, we integrate your cash flows and risk profile with your investment objectives using best in class, highly rated investment products with proven track records. This ensures optimum ‘risk adjusted returns’.

Financial Plan

We assess your cash flows and risk appetite, to clearly understand your financial objectives, future goals and aspirations. This enables us to customize your plan to put you on track to meet your unique objectives within clearly defined timelines.

Cash Flows

Our Financial Planning Managers work with you to understand your cash inflows and outflows, help plug potential financial leaks, prioritize your financial objectives and allocate your surplus in line with your priorities in a disciplined, structured manner.

Comprehensive Individual Risk Profiling

Every individual has a different attitude to risk. Our comprehensive risk profiling process ensures that your portfolio is properly diversified across multiple asset classes, and that the investment avenues recommended to you are in line with your risk tolerance levels.

What our customers say

  • Initially I was skeptical on how FinEdge will treat my portfolio requirements. I thought they are one among all other advisory companies who generally convince...

    Mr. Luna Dacha , Senior Vice President - NSL Infratech Limited. Hyderabad
  • As an engineering professional, I was blindly putting my money in my insurance policy to get tax benefit, but never gave a second thought to my life after retirement, education & financial planning, etc...

    Mr. Biswajit Neogi, Controls and Instruments Engineer - GE Energy Hyderabad
  • It was a very good experience with FinEdge. My Financial Planning Manager helped me in understanding my goals and plan my funds accordingly. The current unstructured allocation of my funds are now better off...

    Mr. Kailas Kulkarni , India Controllership - Accenture India Mumbai