How does FinEdge make money? What is the revenue model?

FinEdge earns through the regular-plan mutual fund model.

In regular mutual fund plans, the cost of advice, service, portfolio reviews, reporting, technology access, and ongoing support is embedded within the mutual fund's Total Expense Ratio, or TER. FinEdge receives a distribution commission from Asset Management Companies as part of this regulated expense structure.

Clients do not pay FinEdge a separate advisory fee for mutual fund investment support. The cost of advice is already built into the regular-plan structure. In many cases, this cost may broadly be around 0.5% to 0.8% annually, although the exact amount can vary depending on the fund, category, and expense structure.

FinEdge is not an execution-only platform. The revenue we earn supports a full investing ecosystem that includes goal-based planning, portfolio structuring, fund selection support, periodic reviews, behavioural guidance, reporting, operational support, and access to our technology-enabled investing platform.

Our role is to help investors make better long-term decisions, stay disciplined across market cycles, and remain aligned to their financial goals. The revenue model supports this ongoing advisory and service relationship.