Investing Insights

Two professionals discussing financial plans with charts and reports, symbolizing expert-led financial advisory and reliable investment guidance.
How to Select the Best Financial Advisor: A Professional Step-by-Step Guide

Selecting the right financial advisor goes beyond credentials or returns, it’s about finding a partner who understands your goals, values transparency, and guides you with objectivity and discipline.

5 Signs that your 'Advisor' is really a Salesperson

Read this blog to know five common tell-tale signs that you’re dealing with a salesperson and not a Financial Advisor. To know more, Visit us Now!

Investor reviewing bank investment documents surrounded by coins and target charts, symbolizing sales-driven advice risks
The Hidden Risk Behind Bank Sales Targets: Why Investors Must Stay Vigilant

When financial advice meets sales pressure, objectivity often gets lost. Learn to recognize when bank recommendations may be driven by targets, not your best interests.

Call center agents representing financial institutions, highlighting the issue of mis-selling in Indian finance, FinEdge campaign on ethical investing practices.
Mis-Selling in Indian Financial Services: What Investors Must Know

Despite growing digital access and awareness, investment mis-selling in India remains a significant challenge. It often takes the form of high-cost or unsuitable products sold under pressure or misinformation. Investors typically realize the mismatch years later, often after financial damage is done. Understanding mis-selling and its triggers is the first step toward safeguarding your financial journey.

How to Choose a Financial Planner in India: A Complete Guide

A financial planner in India helps you translate your financial goals into an actionable plan. This includes goal setting, investment strategy design, and regular portfolio monitoring. The right planner acts as a strategic partner, providing structure, clarity, and confidence through every stage of your financial journey. In this guide, we break down the key elements to consider when choosing a financial planner, the red flags to avoid, and how smart investors align advice with their long-term life goals.

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Videos

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Why Retirement Planning is Important

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Mutual Funds kyu sahi hai

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Investing Stories

Discover how FinEdge achieved ₹1500 Crores AUM with its client-first, goal-based investing model powered by the DiA platform.

India is set to become the world’s 3rd largest economy by 2030, backed by digital leadership, strong institutions, and favourable demographics. FinEdge enables NRIs across 90+ countries to participate in this growth with goal-based, purpose-driven investi

Investing with purpose means aligning wealth to life goals with clarity, discipline, and long-term focus not chasing market noise.

Explore the biggest paradox in the investing industry: why most models put revenue before investor outcomes. Discover how FinEdge’s Bionic Model puts clients first.

Discover the 5 P’s that power FinEdge’s DiA platform—Purpose, People, Process, Personalisation & Product—built to turn dreams into action.