Does FinEdge offer regular or direct mutual fund plans?

FinEdge offers mutual fund investments through regular plans.

In regular mutual fund plans, the costs of advice, services, portfolio reviews, reporting, access to technology, and ongoing support are embedded in the mutual fund's expense structure. This allows investors to receive ongoing guidance and support without paying FinEdge a separate advisory fee for mutual fund investment support.

FinEdge does not operate as an execution-only direct mutual fund platform. Direct plans can be suitable for investors who have the knowledge, time, discipline, and confidence to plan, select, review, and manage their investments independently. However, many investors need more than access to products. They need help with goal planning, portfolio structure, risk alignment, behavioural discipline, periodic reviews, and course correction over time.

FinEdge uses the regular-plan model because it enables advice and services to be delivered in an embedded, accessible way. The focus is not only on helping investors invest, but on helping them stay invested correctly and remain aligned to their financial goals through market cycles and life changes.