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.