Industry Recognition

FinEdge Wins Gold for WealthTech of the Year at the BW Festival of FinTech 2026

FinEdge won Gold in the WealthTech of the Year category at the 6th Edition BW Festival of FinTech 2026, organised by BW Businessworld.

The recognition followed a formal nomination, application screening and virtual jury interaction. FinEdge's written submission and presentation described its WealthTech model, differentiation, business and client impact, contribution to the wider ecosystem and future direction.

BW Businessworld WealthTech of the Year · Gold 2026

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Mayank Bhatnagar, Co-Founder and COO of FinEdge, with the WealthTech of the Year Gold trophy at the 6th Edition BW Festival of FinTech 2026 in Bengaluru. — Mayank Bhatnagar, Co-Founder and Chief Operating Officer of FinEdge, with the WealthTech of the Year Gold award.

Recognition details

Recognition: WealthTech of the Year
Award level: Gold
Awarding organisation: BW Businessworld
Programme: 6th Edition BW Festival of FinTech 2026
Date and venue: 10 July 2026Taj M.G. Road, Bengaluru
Awarded to: FinEdge
Received by: Mayank BhatnagarCo-Founder and Chief Operating Officer

Nomination

What FinEdge submitted for evaluation

FinEdge's written submission described an integrated WealthTech model combining Investment Managers, proprietary platforms including Dreams into Action and Advisor Central, a goal-linked and process-led approach, and AI that strengthens rather than replaces human judgement.

The submission explained how these capabilities work together to improve investing context, portfolio-review discipline, communication, continuity and the ability to serve a geographically distributed investor base without becoming purely transactional.

About the programme

What is the BW Festival of FinTech?

The BW Festival of FinTech brings together organisations and leaders from banking, technology, regulation, capital markets and the wider financial-services ecosystem.

The Festival of FinTech Awards recognise companies, products and individuals contributing to the evolution of financial services through innovation, technology, inclusion, leadership and customer-centric solutions.

The 2026 programme was the sixth edition of the Festival and included categories across WealthTech, payments, lending, financial inclusion, artificial intelligence, insurance technology, regulatory technology and fintech leadership.

Selection process

How the selection process worked

Written nomination — FinEdge submitted a detailed application describing its WealthTech model, the problems it was designed to address, its proprietary platforms, operating approach and evidence of business and client impact.
Application screening — the written submission was reviewed by jury members before shortlisted participants met the panel.
Virtual jury interaction — a concise presentation followed by questions from the panel, structured around the problem FinEdge sought to solve, what makes the model different, business and customer impact, contribution to the wider ecosystem, and FinEdge's future direction.
Final evaluation and Gold award — the organiser stated that scoring was based on both the submitted application and the jury interaction. FinEdge was subsequently notified that it had won Gold in the WealthTech of the Year category.

Published jury panel

Published Jury Panel

Dr Annurag Batra — Chairman and Editor-in-Chief, BW Businessworld
Praveena Rai — Managing Director and Chief Executive Officer, MCX
Shalini Warrier — Co-Founder and Chief Executive Officer, Goree Finance
Raman Aggarwal — Chief Executive Officer, FIDC
Bertram D'Souza — Digital Infrastructure Leader
Aparna Rawat — Chief Legal Officer, L&T Finance
Ashish Aggarwal — Vice President and Head of Public Policy, NASSCOM
Cyrus Daruwala — Partner, 3A Ventures

This page does not attribute any individual comment, score or evaluation decision to a specific jury member.

FinEdge presented

What FinEdge Presented for Evaluation

FinEdge's nomination presented WealthTech as more than a digital interface for accessing or transacting in investment products. It described an integrated model in which people, processes, proprietary platforms and intelligent technology perform different but connected roles.

A human-led investing relationship

Investment Managers remain central to understanding investor goals, financial context, behaviour and expectations. Technology supports their preparation and consistency but does not replace their judgement or accountability.

Proprietary platforms for the investing journey

Dreams into Action helps structure goals, planning scenarios, portfolio context and collaborative reviews.

Advisor Central supports relationship continuity, prioritisation, workflows and institutional memory across the investing journey.

A goal-linked and process-led approach

FinEdge's model begins with what the investor is trying to achieve rather than with a product or recent return.

Structured reviews, behavioural guidance and ongoing engagement are intended to help investors remain connected to their long-term priorities.

AI that strengthens rather than replaces people

FinEdge uses AI and machine-enabled intelligence to improve context, review quality, communication, prioritisation and operating consistency.

Investment decisions and client accountability remain human-led.

A model built for scale without losing context

The submission explained how FinEdge's platforms, processes and operating systems are intended to support a geographically distributed investor base while preserving personalisation, continuity and relationship depth.

Relevance

Why This Recognition Is Relevant to FinEdge

This award is significant because it recognises FinEdge in the broader WealthTech of the Year category rather than for one isolated product or feature.

FinEdge has spent years building an integrated ecosystem in which Investment Managers, Dreams into Action, Advisor Central, structured review processes and AI-enabled operating intelligence perform different but connected roles.

The Gold recognition creates external visibility for the model FinEdge submitted for evaluation: technology supporting human judgement, proprietary platforms built around investor context, goal-linked and process-led investing, continuity through changing markets and an operating approach designed to scale without becoming purely transactional.

The recognition reinforces FinEdge's direction. It does not replace the need to keep improving its systems, strengthening its people and earning investor trust through the experience delivered over time.

Award presentation

Award Presentation

The WealthTech of the Year Gold award was presented at the BW Festival of FinTech ceremony on 10 July 2026 at Taj M.G. Road, Bengaluru. It was received on behalf of FinEdge by Mayank Bhatnagar, Co-Founder and Chief Operating Officer.

The Gold award being presented to FinEdge on stage at the 6th Edition BW Festival of FinTech 2026, Taj M.G. Road, Bengaluru. — On-stage presentation of the WealthTech of the Year Gold award at the 6th Edition BW Festival of FinTech 2026.

Close-up of the BW Festival of FinTech 2026 WealthTech of the Year Gold trophy awarded to FinEdge. — FinEdge's WealthTech of the Year Gold trophy from the 6th Edition BW Festival of FinTech 2026.

Official Sources and Verification

Independently verifiable references for the recognition on this page.

What This Recognition Does Not Mean

It is not investment advice.
It is not a guarantee of investment returns.
It is not proof of future investment or business outcomes.
It is not a regulatory endorsement.
It should not be interpreted as an audit of every statement made in the nomination.
It does not change FinEdge's regulatory status as an AMFI-registered Mutual Fund Distributor.

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

Explore more

Explore More

Awards & Recognition

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The Bionic Model

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Dreams into Action

Understand how FinEdge structures goal-linked investing journeys.

How FinEdge Uses AI

See where AI supports Investment Managers and the boundaries around its use.