Industry Recognition

ETBFSI FinNext Awards 2025 — Innovative Wealth Planning Tools (Winner)

FinEdge's Dreams into Action (DiA) is listed as Winner in the Innovative Wealth Planning Tools category at the ETBFSI FinNext Awards 2025 (WealthTech).

ETBFSI, The Economic Times 2025 Innovative Wealth Planning Tools
FinEdge DiA recognised at ETBFSI FinNext Awards 2025

Proof summary

What was recognised

Dreams into Action (DiA)

Who organised it

ETBFSI (The Economic Times)

Category

Innovative Wealth Planning Tools — WealthTech

Source

Official ETBFSI FinNext 2025 winners list

Recognition details

Recognition

Innovative Wealth Planning Tools

Issuer

ETBFSI, The Economic Times

Year

2025

What was recognised

Dreams into Action (DiA) — FinEdge's structured wealth planning platform that connects goals, SIPs, portfolio context and reporting between the client and the Investment Manager.

About the awards

What are the ETBFSI FinNext Awards?

The ETBFSI FinNext Awards recognise achievements in financial-sector innovation across the BFSI ecosystem — spanning fintech, wealthtech, lendtech, insurtech, paytech, regtech and cards.

ETBFSI is part of The Economic Times BFSI ecosystem, one of India's most-followed platforms for banking, financial services and insurance coverage.

The category

Innovative Wealth Planning Tools

The Innovative Wealth Planning Tools category recognises tools that help clients plan and progress towards their financial goals — with structure, transparency and usability at their core.

It sits within the WealthTech track of the FinNext Awards.

Winner confirmation

How DiA is listed

In the official ET FinNext Awards 2025 outcomes, under WealthTech, FinEdge is listed as Winner in the Innovative Wealth Planning Tools category.

The listing itself — not any commentary about it — is the primary source referenced on this page.

Governance

Knowledge partner & jury context

Grant Thornton Bharat was listed as the Knowledge Partner for the ET FinNext Awards 2025.

ETBFSI's official 2025 event page also documents a jury process and jury meet as part of the awards. Only names and roles published on the official ETBFSI page should be treated as authoritative — this page does not restate individual jury observations.

Why DiA

Why DiA was relevant to this category

DiA is FinEdge's structured investing platform. It helps connect life goals, SIPs, portfolio context, review data, reporting and collaboration between the client and their Investment Manager.

DiA is part of FinEdge's bionic model — human-led, process-led, platform-enabled and AI-strengthened. DiA does not independently recommend funds, guarantee outcomes or replace Investment Manager judgement.

Relevance

Why this recognition is relevant

FinEdge's interpretation of why this external recognition aligns with how the business is being built — client-first, process-led and goal-linked.

  • DiA is a structured wealth planning platform — not a robo-advisor and not an autonomous decision engine.
  • Goal-linked investing: every SIP is mapped to a specific life outcome and reviewed against it.
  • Human + platform collaboration: the Investment Manager remains the point of judgement; DiA supports the process.
  • Enabling infrastructure inside FinEdge's broader bionic model — not a standalone product.

What this recognition does not mean

  • It is not investment advice.
  • It is not a guarantee of returns.
  • It is not regulatory endorsement.
  • It is not proof of future investment outcomes.
  • It does not make FinEdge a SEBI-registered Investment Adviser (RIA), a robo-advisor or a financial planning firm.

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