Your Dreams Into Action With FinEdge

Your Investment Experts

© We help you achieve what you want with your money. A personalised roadmap to help you meet critical financial goals like retiring comfortably, your kid's education & marriage, saving taxes and being financially free.

350+ mentions in media

1200+

Crores of goal based investments

1700+

Cities with our clients

19k+

Empowered Investors

WhyUs?

Dreams into Action (DiA) our proprietary investing platform helps you create a customized investment plan linked to your goals. DiA is a collaborative software which facilitates investment best practices, conversations and joint decision making to help you meet your goals as per your unique requirements.

People

People

DiA brings investment experts and investors together, encourages customisation, collaboration and joint decision making

Personalization

Personalization

DiA ability to hyper customise is the biggest contribution to investing success and a fantastic investing experience

Purpose

Purpose

Investing with purpose is an extremely powerful tool to disengage from excessive information clutter and deal with volatility better

Process

Building discipline and perseverance through regular conversations and scenario analysis, managing investment behaviours

Product

Aligning the right products to goals, deploying risk reducing investment tools like SIP’s STP’s, Step Ups and regular goal reviews

How Do We Make A Meaningful
Difference In Your Life?

Democratization of investment advice, uniformity in quality of advice

DiA - Hyper customized investment platform, putting people before products

Value system completely oriented towards putting client interest first

Investing with purpose = living with freedom

Productivity of technology & expertise of Investment manager

Fantastic relationships, driven by strong processes

True to label – no product targets, no revenue targets, Do what’s right for clients

No spamming, no marketing, no upselling of ‘other products’ – people you can rely on

Convert your Dreams into Actions

Client’s
Success Stories

At FinEdge it was always reinforced that these investments are linked to my goals and meant to be utilised a few years down the line

I started investing through FinEdge around 9 years back and back then had limited understanding on aspects of my personal finance. I wanted to start with my investments as at that point of time it seemed like the right thing to do. However, through this period of investing I realised that to invest is the easiest thing to do but to stay invested can sometimes be tough.

When I got into a detailed discussion with my Investment Manager, I started getting more clarity and understanding on my own personal finance. I created a goal for purchase of my house in Bangalore and started investing towards it. 

Pratheesh Gangadhar
Texas Instruments India Private Ltd.
Software Development Manager
Bangalore

As a single mother and to manage my finances well, it did require foresight and meticulous planning. FinEdge did just that!

In the midst of the pandemic in 2020 as chaos reigned supreme, I reached out to FinEdge to start off with a goal-based investment plan for my child’s higher studies. Interestingly, I did this as soon as I had applied for an adoption. My adoption formalities were in process but my child would only be with me in a couple of years, due to the time it takes for the process to come to conclusion.

My discussions with my investment manager at FinEdge mostly revolved around my goal to secure my ‘yet to arrive’ daughter’s education :)

Shabani Hassanwalia
Delhi

FinEdge has been instrumental in providing timely advice and making necessary adjustments to keep me aligned with my goals. With them, I've always felt like a valued client.

I'm Madhumathy Sundararaj, working as the Director of Recruiting at Tekarch, and I reside in the city of Coimbatore. Let me share with you my journey with FinEdge.
I am a young mother to my 8 year old son, Arjjun. My primary focus has been to securing his future, and for that I knew that I had to save and invest wisely. In the midst of it all and due to a life event, I had to stop my investments temporarily. However, I was determined!

And so I once again aligned my investments to my goals and objectives. My first and foremost goal was to ensure that Arjjun's higher education would be well funded. 
Together with FinEdge, we made an investment plan for this goal achievement. I was so happy to see my investments take shape and in sync with my son’s future.
I also realized the importance of planning for our own retirement.

Madhumathy Sundararaj
Tekarch
Director - Recruitments
Coimbatore

“What sets FinEdge apart is their commitment to doing what’s right for me.

My association with FinEdge has remained positive both in terms of my investments and the relationship I share with my Portfolio Manager. FinEdge has been an important partner to me and I would like to say that they do what is right for me. They don’t sell investments that don’t align with my goals, prioritizing my best interest.

My trust in FinEdge has grown and they have become partners for my goals and their achievement. My relationship with my portfolio manager has remained strong and I do share a level of trust with him. I particularly like the process followed by FinEdge for investing as I feel is well researched and adds value to me. Their investment platform called ‘Dreams into Action’ has been a very enjoyable experience. I have been able to visualise my investment roadmap so clearly on this platform. It has helped to me to set my objectives right and build an investment plan to meet these objectives.

I consider FinEdge more than a financial advisory firm, but a constant part of my life, always ready to offer a helping hand, provide sound advice and offer support in matters when needed. With FinEdge, I've found not only financial guidance but also lifelong friends!

Ankur Arya
Captain in Merchant Navy
Gurgaon

“I couldn't be happier with how my investing journey has turned out, all thanks to FinEdge and their incredible platform, Dreams into Action

I couldn't be happier with how my investing journey has turned out, all thanks to FinEdge and their incredible platform, Dreams into Action. Right from the beginning, I was determined and goal oriented, with a clear vision of what I wanted to achieve - saving for my children Bindra and Yuvraj's education and securing my retirement. Yuvraj's recent selection into the CSE program at IIIT Diu, was a moment of immense pride for our family. It was a testament to his hard work and dedication, and I couldn't have been happier. This success was not just his alone but was a result of our collective effort and sound financial planning.

For the coming year, Bindra is aiming high, with her sights set on the combined BBA+MBA program at IIM Indore. Her determination and focus are truly commendable, and it's heartening to see both my children pursue their dreams with such zeal. Throughout this journey, I have remained extremely focused in my commitment to our family's financial goals. I knew that achieving these milestones would require disciplined investing and careful financial planning. That's where FinEdge's Dreams into Action platform came into the picture.

Girish Kumar CSP
Silox India Private Ltd.
AGM HR, Admin & Security
Jambua, Gujarat

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