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 till customer puts money and disappear. The way FinEdge approached and specially my advisor with a structured methodology understanding my requirements and patiently following up and asking questions till he gets a clear picture of the overall requirements of customer. I can say very proudly that my Financial Planning is in safe hands.
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. Thanks to FinEdge for educating me on the Systematic Investment Plans and its benefits. It was nice talking to you & I have had a good experience with you on phone and am happy with your financial advice. Thanks….Hope to work again with you in the near future.
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. The co-ordination of paper work was also quite good without any hassle. I am quite happy with the interaction and it made me understand the available plans.
Well… there have been many finance executives call me offering investment products. They are rightly called investment agents. You, however, were the only one to call and ask about my financial GOALS first, listen to them and then chalk out a financial plan that is best suited for me and fits my pocket. This personal (or should I say ‘human’) touch is your strength and sets FinEdge apart from the others. Your effort to connect with me informally and understand my needs, is truly appreciated.
It is very nice experience for me to be a part FinEdge Advisory. And I appreciate your support and concerns which help me out to choose the correct plans which can help me to fulfill my future goals.
I would like to give my special thanks to my Financial Planning Manager for her dedication towards work and my portfolio management. It was great to be associated with Financial planner like you. This is my first time I have shared my financial details with a company for my own benefit. I was looking for something like this where my funds will be allocated or can be channelised by an expert. I hope this trust and service continues the same way it was before.