Indian investors have savings & aspirations. FinEdge, our partner for more than a decade, has built a very customer centric tech platform that enables them to reach lacs of Indian investors, with no barriers of geography. Being digital is easy, building trust in digital is not.
FinEdge has achieved this by bringing human touch in their interactions with investors around things that matter to consumers — their objectives & life purpose, their dreams, their anxieties and how money and right investing can help them achieve their goals.
They have used technology to make investing accessible & simple for their investors at the same time personalising portfolios in scale via human touch and well defined processes. We have shared values with FinEdge, Invest For Good. Wish them success in the journey of making many more happy investors.
MD & CEO, DSP Mutual Fund
Kalpen has over 19 years of experience in sales across client segments, distribution and marketing. He was previously Managing Director and Head of Sales & Marketing at IDFC Mutual Fund.
He has also served in Birla Sun Life Asset Management Company Limited and ICICI Prudential Asset Management Company Limited after beginning his career with L&T Finance Ltd.
Kalpen holds a Master's Degree in Management Studies in Finance from the Narsee Monjee Institute of Management Studies, as well as a Bachelor's Degree in Chemical Engineering from Bharati Vidyapeeth, Pune.
More perspectives from senior mutual fund industry leaders on FinEdge's client-first, human-led and bionic investing approach.

Radhika Gupta
MD & CEO
Edelweiss Mutual Fund
Our partnership with FinEdge is on the verge of achieving its first century of AUM, with many more to come, along with a thriving SIP portfolio.Read full perspective

Avinash Satwalekar
President
Franklin Templeton India
We at Franklin Templeton are proud to be associated with FinEdge and their founders.Read full perspective

Nilesh Shah
MD
Kotak Mahindra AMC
I congratulate FinEdge on its remarkable journey, truly making its mark in the financial world.Read full perspective

Saurabh Nanavati
CEO
Invesco Mutual Fund
We at Invesco extend our heartfelt congratulations to the FinEdge team on the momentous achievement of reaching INR 1,000 Cr of Assets Under Management.Read full perspective