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 1,000 crores of goal-based investments made by 18,000 clients across 1800 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.
With over 2 decades of experience in the investment industry, Harsh is considered a subject matter expert in personal finance and has a keen interest towards the behavioral side of investing.
FinEdge’s bionic business model and its tech investment platform, Dreams into Actions (DiA), has been conceptualized by Harsh and enables the unique ability of FinEdge to bring the best of processes, people and technology together to deliver tangible value to investors.
Before founding FinEdge in 2011, he has worked extensively in the wealth management & private banking space with Standard Chartered Bank, Religare Macquarie & Dawnay Day AV.
Harsh is an MBA from Symbiosis Institute of Management Studies (Pune) and completed his BCom (Honours) from Hansraj College (New Delhi). Most of his schooling was done in Army Schools (APS – Dhaula Kuan).
Mayank is a co-founder at FinEdge and his experience of more than 20 years in the banking and financial services industry has been instrumental towards building the FinEdge platform.
He has held key positions across the Retail and Wholesale Banking verticals at Standard Chartered Bank, driving growth in segments managed by him.
Mayank is a post graduate in Marketing and Finance and has completed his Bachelor’s degree from Delhi University.
He has a keen interest in technology and likes to keep himself updated with the latest in the tech world.
India’s leading investment platform!