
AVP, Investments, FinEdge, FinEdge
Kritika Kohli is AVP, Investments at FinEdge and has been with the firm since 2019. Her work focuses on connecting an investor’s cash flows, goals, risk and existing portfolio to better investment decisions, and on keeping that investment journey aligned as markets and life circumstances change.
Her areas of work include mutual funds, portfolio review, investor behaviour and goal-linked investing, with an emphasis on clarity and discipline rather than market prediction or product chasing.
Role at FinEdge
At FinEdge, Kritika works directly with investors on goal-linked portfolios, portfolio reviews, risk alignment and keeping investment journeys on track as circumstances change.
With FinEdge since 2019.
Areas of work
- Mutual funds
- Portfolio review
- Investor behaviour
- Goal-linked investing
Writes about
Works on goal-linked portfolios, portfolio reviews, risk alignment and investor behaviour.