FinEdge Bridges The Advice Gap
Because everyone deserves an equal chance to meet their goals.
FinEdge came into existence in 2011 to solve the problem of the ‘advice gap’ in our country. Today, with more than 1,400 crores of goal-based investments made by 20,000 clients across 1700 cities in India, we can proudly say that we are on track to achieve our mission!
And our journey has only just begun.
Wondering what the ‘advice gap’ is?
Well, to put it simply, most people in our country do not have access to quality financial advice.
As a result, they end up getting ‘sold’ high-cost products like traditional life insurance which do not add any real value to their financial lives (but make a lot of money for the agent!)
How did we solve this problem ?
First, by providing client centric investment solutions that were customized to an investor’s specific goals and requirements.
And second, through a uniquely “bionic” offering that democratizes financial advice by combining great tech, fantastic investing experts, and behavioral science.
We built our DiA (Dreams into Action) platform from the ground up
(because a good one didn’t exist) DiA ensures that our experts follow investing best practices because it is hard-coded into the tech! As a client, DiA gives you access to a top-notch investing process which dramatically increases your chances of creating long term wealth from your investments.
At FinEdge, we work differently
Because our core value is completely oriented towards always putting client interest first, our team works with no sales targets. There are no revenue driven incentives, and neither is ‘revenue generated’ something that leads to career growth for a FinEdge expert. We do not spam, market ourselves or cold call people. We do not upsell or cross sell products like banks do.
What we do is build fantastic relationships with clients and do what’s right for them, backed by strong investing processes. We make our clients discover their purpose behind investing and achieve their goals, so that their sacrifices do not go in vain.
We would like to be known as people who add meaningful value to the financial lives of our clients. To be respected as a company which is known for its high moral standards.
That’s why we come to work every day.
Core Team
Harsh Gahlaut
Founder & CEO
Harsh Gahlaut
Founder & CEO
Founder’s Message“Too many investment journeys lose their way because they start with products, not purpose. FinEdge was created to change that — by putting people, goals, and long-term thinking at the heart of investing.”
With over two decades in the investment industry, Harsh brings deep expertise in personal finance, with a strong belief in the power of behavioral guidance and structured, goal-based investing.
He founded FinEdge in 2011 to offer a credible alternative to product-led investing. At the core of this vision is Dreams into Action (DiA)— a proprietary tech platform that blends human insight with intelligent systems to enable personalized, long-term investing journeys.
Before FinEdge, Harsh worked in wealth management and private banking at Standard Chartered Bank, Religare Macquarie, and Dawnay Day AV. He holds an MBA from Symbiosis Institute of Management Studies and a B.Com (Honours) from Hansraj College. A large part of his schooling was at Army Public School (APS), Dhaula Kuan, instilling values of structure, clarity, and discipline that continue to shape FinEdge’s approach today.
Mayank Bhatnagar
Co-Founder & COO
Mayank Bhatnagar
Co-Founder & COO
Mayank Bhatnagar is the Co-founder of FinEdge, with over 20 years of experience in banking and financial services.
His strategic thinking and client-first approach have been instrumental in building FinEdge into a trusted, tech-enabled investing platform.
Prior to co-founding FinEdge, Mayank held leadership roles in Retail Banking at Standard Chartered Bank, where he led teams and drove business growth across key verticals. He was also part of the Trade & Working Capital Solutions team within Wholesale Banking at Standard Chartered, managing strategic trade assets and gaining deep exposure to corporate finance and structured trade solutions.
A postgraduate in Marketing and Finance and a graduate of Delhi University, Mayank combines financial expertise with a deep passion for technology. He believes in making high-quality financial advice accessible to every Indian household and continues to lead FinEdge and create a culture of trust, client centricity and performance.
India’s leading investment platform!