Does FinEdge hold client money?

No. FinEdge does not take or hold client money in its own name.

When investors invest in mutual funds through FinEdge, the investments are made in the investor's own name and processed through regulated mutual fund infrastructure. Transactions are enabled through authorised platforms such as BSE StAR MF, and payments are routed through authorised channels to the respective Asset Management Companies, or AMCs.

FinEdge's role is to provide planning support, investment guidance, portfolio reviews, reporting, service assistance, and ongoing engagement. FinEdge does not operate like a bank account, wallet, pooled investment account, or custody platform where client money is held by FinEdge.

This structure helps ensure that the investor remains the owner of the mutual fund investments. Investors can view their holdings, statements, folios, and transaction details through the relevant mutual fund and industry platforms.

Investors should always ensure that payments are made only through authorised mutual fund transaction channels and that investments are held in their own name.