Our Platform Offers Two Choices

Do It Yourself Do It Yourself

Do It Yourself

“Do It Yourself” is suited for individuals who want complete control and are short on time, and are therefore unable to interact with an Investment Advisor. The platform is convenient and allows you to make your investments quickly, without a Financial Advisor.

Do It Yourself
Get Expert Help Get Expert Help

Get Expert Help

“Expert Financial Help” is for individuals who would like to get a comprehensive investment plan prepared with the assistance of an Investment Manager and would be willing to spare time for the same.

Get Expert Help

  • Do It Yourself

  • right_checkRisk profiling & Asset Allocation
  • right_checkGoal based investment plans
  • right_checkDedicated Service support
  • right_checkPaperless transactions
  • right_checkTax saving options
  • right_checkAlgorithm based fund selection
  • red_crossCustomized goal planning
  • red_crossDedicated Investment Manager
  • right_checkMobile App (Apple & Android)
  • right_checkInvestment dashboard (web based)
  • FinEdge Platform Charges Nil
  • Do It Yourself

  • Expert Financial Help

  • right_checkRisk profiling & Asset Allocation
  • right_checkGoal based investment plans
  • right_checkDedicated Service support
  • right_checkPaperless transactions
  • right_checkTax saving options
  • Algorithm based fund selection Nil
  • right_checkCustomized goal planning
  • right_checkDedicated Investment Manager
  • right_checkMobile App (Apple & Android)
  • right_checkInvestment dashboard (web based)
  • FinEdge Platform Charges Nil
  • Get expert help

FinEdge has no additional charge for its investment platform. We are compensated by Asset Management companies directly. Every mutual fund scheme has a Total Expense Ratio (TER) from which expenses are shared between the asset management company and the distributor.