FinEdge’s 'DiA' Wins ET BFSI FinNext 2025 Award for Innovative Wealth Planning
- DiA was recognised at ET BFSI FinNext 2025 for redefining wealth planning with a personalised, process-led approach.
- Designed to overcome mis-selling, emotional decisions, and generic advice, so investors stay focused and invested.
- 37,000+ SIPs and 34,000+ goals managed across 90+ countries, turning plans into real outcomes.
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Dreams into Action (DiA), FinEdge’s proprietary bionic investing platform, has been recognised as the winner in the Innovative Wealth Planning Tools category at the ET BFSI FinNext Awards 2025. This award celebrates not just technology, but purposeful innovation that improves outcomes for investors. Here’s what DiA was built to solve, why it works, and why this recognition matters.
What the ET BFSI FinNext Awards 2025 Represent in Financial Innovation
The ET BFSI FinNext Awards 2025 set out to recognise true innovation, impact, and transformation across the financial services industry. These awards celebrated organisations and individuals who are reshaping the future of finance, not just through technology, but by improving real-world financial outcomes for people.
Among the key categories, the Innovative Wealth Planning Tools award honours platforms that enhance the way individuals plan, invest, and stay invested. The selection was based on a strong evaluation framework that covered core dimensions such as goal-planning intelligence, user empowerment, financial literacy, intuitive experience, real-world outcomes, and innovation in planning logic.
Grand Thornton was the knowledge partner in shortlisting and auditing nominees and sending the shortlist to the jury. Final selections were made by a distinguished jury comprising leaders from the banking, policy, fintech, and technology space, bringing both regulatory and practitioner insight to the table.
DiA Wins the Award for Innovative Wealth Planning Tool
We are proud to share that Dreams into Action (DiA), our proprietary bionic investing platform, was selected as the winner in this category at the 2025 edition of the FinNext Awards.
The jury’s evaluation criteria resonated deeply with what DiA was built to deliver.
From the start, DiA was designed to keep investors anchored to their financial goals, with a clear, personalised roadmap that adapts to their life and needs. It replaces one-size-fits-all advice with tailored plans, and empowers investors to stay invested, through life’s ups and downs, with the support of a disciplined process and expert guidance.
FinEdge CEO Harsh Gahlaut and COO Mayank Bhatnagar Accept the Innovation in Wealth Planning Tools Award for 'Dreams into Action'
This recognition affirms our belief that real innovation in wealth planning lies in simplicity, personalisation, and consistency, not just in tech features, but in the outcomes they enable.
The Story Behind DiA: Built to Redefine Wealth Planning
Wealth planning isn’t just about choosing the right product. Most investors fail to build long-term wealth because they fall into three key traps:
1. Generic, template-based advice that lacks alignment with financial goals and fails to reflect their life, income, or priorities.
2. Emotion-driven decisions that cause them to redeem too soon, stop SIPs, or chase trends.
3. Lack of access to trustworthy, personalised guidance - a challenge made worse for NRIs or those living in non-metro regions. In many cases, this leads to mis-selling and product-pushing practices in the financial industry.
DiA was built to solve these real-world issues.
It’s a comprehensive wealth planning platform that brings together expert-led guidance, personalised investing, and behaviour management through a seamless, fully digital experience. By blending the best of intelligent technology with human expertise, DiA ensures that investors don’t just start investing, they stay invested with purpose.
For NRIs, DiA helps overcome common barriers like a lack of personalisation, geographic disconnect, and vulnerability to mis-sold financial products. It replaces the product-push model with goal-led, expert-guided conversations that focus solely on the investor’s best interest. With no sales targets and a process-first philosophy, every plan built on DiA is truly aligned with what matters most to the investor.
The DiA Framework: The 5 Ps of Purpose-Led Wealth Planning
DiA is not just a dashboard. It is a robust wealth planning framework built to bring consistency, commitment, and collaboration into the investing journey. Its foundation rests on the 5 Ps:
1. People: Every investor is supported by an expert investment manager whose only objective is to do what’s best for the client. There are no sales or revenue targets. This ensures 100% client-centricity.
2. Personalisation: From risk attitude to cash flows to time horizons, each investment roadmap is hyper-customised. Investing is not a one-size-fits-all exercise.
3. Purpose: The plan begins with financial goals, not products. Investing with purpose ensures staying resilient through volatility.
4. Process: A step-by-step process, guided by an expert. Regular reviews, scenario analysis, and real-time inputs help investors stay the course and make informed decisions.
5. Products: We believe that products are the result of a robust investment process, not the starting point. Every product recommendation is aligned with the investor’s unique fitment and needs.
This framework creates investing resilience, and that’s the key to long-term wealth creation.
Why This Win Matters
In an industry crowded with DIY apps and returns-first platforms, DiA stands apart. It is designed not to sell, but to solve. To replace confusion with clarity.
Winning the ET BFSI FinNext Award for Innovative Wealth Planning Tools is a significant validation of this approach. It signals that real innovation in investing is not just about algorithms, but about enabling human behaviour, designing better decisions, and ensuring that every wealth planning journey is structured, meaningful, and collaborative.
It also reflects a deeper truth: when investors are guided with integrity and process, better outcomes follow.
Real Outcomes, Real Stories
With over 20,000 clients across India and the world, DiA has helped people take control of their financial lives. Here are just a few markers:
1. 37,000+ running SIPs currently being managed through DiA
2. Investors in 1800+ cities and 90+ countries
3. Over 34,000 financial goals are actively managed on the platform
- Including 8,200+ retirement goals
- 10,000+ child education goals
- 3,500+ wealth creation goals
Our clients value the structure, consistency, and peace of mind that DiA enables, and many have stayed invested through difficult market phases because they understand the purpose behind each investment decision.
Experience the Platform Behind the Award : Start Your Journey
Watch this video to learn more about how DiA is transforming the way you invest and helping you achieve your dreams!
FAQs
1800+ Google Reviews. A 4.7 Star Rating. Zero Sales Targets.
"I started my investment journey with Finedge guiding me about 4 years back. The research and explanation of the jargaon was splendid. I can say there has been a regular connect with the investment manager. They have been patient with my quirky questions. If you are noivce into mutual funds this is a good platform to start with."
Supreet Singh
1800+ Google Reviews. A 4.7 Star Rating. Zero Sales Targets.
"I joined Finedge 10 years back and since then I have been regularly investing through them. My experience has been great and the platform is simply superb. My current advisor is Harshit Gupta and I must say he is the best advisor I have interacted with so far! He is prompt, knowledgeable and always ready to support for every little thing I need from them. I highly recommend Finedge’s services as one stop solution to your investment needs."
Rupali Patil
1800+ Google Reviews. A 4.7 Star Rating. Zero Sales Targets.
"I’ve been with FinEdge for the last 3 years and I’m very happy with their services. The team is super friendly and very quick to respond to any queries. The biggest thing for me is that they were able to explain all aspects of financial planning very simply. I also really like how they do phone consultations with their online portal so everything being discussed is clearly visible."
Ruhi Grewal
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FinEdge’s 'DiA' Wins ET BFSI FinNext 2025 Award for Innovative Wealth Planning
Dreams into Action (DiA), FinEdge’s proprietary bionic investing platform, has been recognised as the winner in the Innovative Wealth Planning Tools category at the ET BFSI FinNext Awards 2025. This award celebrates not just technology, but purposeful innovation that improves outcomes for investors. Here’s what DiA was built to solve, why it works, and why this recognition matters.
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