Conflict Free Advice

Best in class Financial Planners

Goal-oriented approach

Dynamic process

Complete convenience & accessibility

Best in class systems & technology

Dedicated Service Team

Dedicated Research Desk

Client

Client

Conflict Free Advice

FinEdge is not affiliated with any particular investment product providers. All our advice is 100% unbiased and conflict free, and our investment recommendations are for simple, easy to understand products without hidden costs and fees. All our investment recommendations are made after keeping your personal preferences, risk appetite, time horizon, liquidity requirements and other critical factors at the centre.

Best in class Financial Planners

Our world class team of Financial Planners have been equipped with high levels of skill and training to gain a deep understanding of your finances as well as your goals and dreams. Over the years, they have helped thousands of clients across the country plan, prioritize and put their life's important objectives in perspective. Several of our esteemed clients have recognized our Financial Planners as ethical, competent, responsive and trustworthy. Please read a few of our testimonials here.

Goal-oriented approach

Unlike those of most banks and 'Advisory' firms, our process does not culminate into a 'sale' of an investment product. We consider the first transaction to be only the beginning of a lifelong relationship; one that will evolve and grow over the years. To underscore our commitment to a long term relationship with our clients, we specifically discourage lump sum investing and encourage our clients to spread their savings comfortably in small, affordable tranches. Each and every investment made through FinEdge is mapped to an important Financial Goal, and we use systems to periodically track how you are doing with respect to your goals.

Dynamic process

We understand that Financial Planning is a dynamic process, and therefore periodically wipe the slate clean and revisit your financial situation with a fresh mind and a new perspective. As you move forward in life, your goals, goal amounts, income and expenses and even your risk appetite may change. FinEdge will help you continually adapt your savings strategy to fit your changing life situation.

Complete convenience & accessibility

With FinEdge, you'll never have to set foot outside the comfort of your home for an appointment with your Financial Planner! All our dealings take place over the webcam and phone, and all the paperwork is co-ordinated at your doorstep through our exclusive tie up with Blue Dart (India's largest courier agent) . The entire investment experience is hassle free and easy.

Your dedicated Financial Planner will remain accessible to you over any electronic communication medium from 10 am to 6-30 pm, 6 days a week, at the touch of a button.

Dedicated Research Desk

Our research desk regularly publishes reports on the economy and financial markets, keeping you up to date on news and events. We also take long term tactical as well as strategic calls on the overall market scenario in order to fine tune your asset allocation as per changing market conditions.

Dedicated Service Team

FinEdge has a dedicated service team comprising of people with varied work experience in asset management companies, registrars as well as wealth management outfits. Together, they ensure that all your queries are addressed and resolved with speed and efficiency. This team ably supports the Financial Planning team to seamlessly bind together all aspects of your experience at FinEdge.

Best in class systems & technology

We utilize high tech systems to calculate your important personal financial ratios, to factor in inflation into your savings, to calculate required savings amounts based on expected returns , and to track the progress of your investments. All our clients get free of cost access to a high end investment monitoring platform that allows them to centrally track and manage all their investments and insurances in one place.

At FinEdge, we look at Financial Goals differently. We do not see them as mere objectives or 'milestones'.

We believe your Financial Goals are the culmination of your entire life's efforts the very reason why you work hard and forge on through the storms of life.

In other words, we believe that your goals are of prime importance.