Your Dreams Into Action With FinEdge

Our partnership with FinEdge is on the verge of achieving its first century of AUM, with many more to come, along with a thriving SIP portfolio. Reflecting on this journey, it becomes evident that FinEdge's success is anchored in a unique set of qualities. FinEdge's commitment to delivering elite service and their focus on putting clients first, distinguishes them in the industry.

Their consistent growth speaks about their dedication and the trust they've earned from their clients. Their innovative approach, which combines human expertise with advanced technology in their Bionic business model, sets a high standard for excellence. By consistently prioritizing their clients and providing investment platforms that cater to individual financial goals, FinEdge empowers people to achieve their aspirations. As we celebrate this remarkable milestone together, it serves as a reminder that the road to success is paved with vision, hard work, and an unwavering commitment to delivering exceptional value. 

I congratulate FinEdge on its remarkable journey, truly making its mark in the financial world. Its unique 'Bionic' business model brilliantly blends human expertise with cutting-edge technology, enabling a more efficient, personalized approach to investing. Reaching the Rs 1000 crore AUM milestone, an exclusive club that few have managed to join is no small feat. This couldn't have happened without winning the trust of 18,000 investors. This major achievement shows their dedication to putting clients first and the effectiveness of their goal-focused investment platform.

The company's 'Dreams into Action' platform is another feather in their cap. It revolutionizes the investment process, making it accessible and interactive. Coupled with their top-notch team that provides hyper-customized financial solutions, they set an example for others in the industry. Looking ahead, I'm excited about FinEdge's future. These strong points not only helped reach their current goals but also show potential for bigger successes in the future. My heartiest congratulations to FinEdge, and I wish the team continued success.

We at Franklin Templeton are proud to be associated with FinEdge and their founders. They have been persistent, meticulous, resilient and have built this business brick by brick since 2011. While technology was available to scale the business, they also knew making informed investment decisions needed high touch. Hence, the choice for FinEdge was never about ‘Technology or Humans’ but always ‘Technology and Humans’ or Hutech. This unique ‘Bionic’ business model christened as 'Dreams into Action (DiA)' investing platform, was a perfect answer for building a scalable, conversational, and personalized goal-based financial planning culture in the country.

Their belief that ‘Direction is more important than Speed’ is highlighted by the fact that their team of Qualified Goal Planners provide unbiased recommendations to over 18000 investors across 1600 Indian cities and 76 countries without sales or product targets.

Indian investors have savings & aspirations. FinEdge, our partner for more than a decade, has built a very customer centric tech platform that enables them to reach lacs of Indian investors, with no barriers of geography. Being digital is easy, building trust in digital is not. FinEdge has achieved this by bringing human touch in their interactions with investors around things that matter to consumers – their objectives & life purpose, their dreams, their anxieties and how money and right investing can help them achieve their goals. They have used technology to make investing accessible & simple for their investors at the same time personalising portfolios in scale via human touch and well defined processes. We have shared values with FinEdge, Invest For Good. Wish them success in the journey of making many more happy investors

We at Invesco extend our heartfelt congratulations to the FinEdge team on the momentous achievement of reaching INR 1,000 Cr of Assets Under Management. FinEdge’s relentless commitment to excellence, their proprietary ‘Dreams into Action’ investing platform and outstanding client centric approach has played a pivotal role in this remarkable achievement, in the process helping them to deliver superior investment experience to clients and helping them achieve their financial goals.

We take this opportunity to express our sincere gratitude to everyone involved in making this milestone a reality and we are sure that Rs. 10,000 crores will be the likely next target, given the ambitious nature of this team and the great platform which has already been set-up. We wish FinEdge all the very best for years to come and thank them for their contribution to the Fund Management industry.