Nilesh Shah on FinEdge
I congratulate FinEdge on its remarkable journey, truly making its mark in the financial world. Its unique 'Bionic' business model brilliantly blends human expertise with cutting-edge technology, enabling a more efficient, personalized approach to investing. Reaching the Rs 1000 crore AUM milestone, an exclusive club that few have managed to join is no small feat. This couldn't have happened without winning the trust of 18,000 investors. This major achievement shows their dedication to putting clients first and the effectiveness of their goal-focused investment platform.
The company's 'Dreams into Action' platform is another feather in their cap. It revolutionizes the investment process, making it accessible and interactive.
Coupled with their top-notch team that provides hyper-customized financial solutions, they set an example for others in the industry.
About Nilesh Shah
MD, Kotak Mahindra AMC
Nilesh Shah is the Managing Director of Kotak AMC. Nilesh led his team to the Best Fund House of the Year Award at all the mutual funds where he has worked viz. Kotak, ICICI Prudential and Franklin Templeton Mutual Fund.
Nilesh is a part-time member of the Economic Advisory Council to the Prime Minister. He is a member of the Board of the Association of Mutual Funds in India and a Member of the COBOSAC committee of SEBI.
Nilesh is also President of India's oldest Chamber of Commerce viz. Bombay Chamber of Commerce and Industry in the city of Mumbai.
A separate relationship
Expert articles written for FinEdge by Nilesh Shah
Alongside the perspective above, Nilesh Shah has written investment articles exclusively for FinEdge under their own byline. See Nilesh Shah's contributor profile.
Industry Experts on Investing brings together articles about investing, written for FinEdge by external experts. Industry Leaders on FinEdge presents attributable views about FinEdge, shared by senior industry leaders. The same person may appear in both collections in these different roles.
Other perspectives on FinEdge
More attributed views from senior mutual fund industry leaders on FinEdge's client-first, human-led and technology-enabled investing approach.
Radhika Gupta
MD & CEO
Edelweiss Mutual Fund
FinEdge's commitment to delivering elite service and their focus on putting clients first, distinguishes them in the industry.
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Avinash Satwalekar
President
Franklin Templeton India
The choice for FinEdge was never about 'Technology or Humans' but always 'Technology and Humans'.
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Kalpen Parekh
MD & CEO
DSP Mutual Fund
Being digital is easy, building trust in digital is not.
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Saurabh Nanavati
Managing Director and Chief Executive Officer
Invesco Asset Management (India) Pvt. Ltd.
FinEdge's relentless commitment to excellence, their proprietary 'Dreams into Action' investing platform and outstanding client centric approach has played a pivotal role in this remarkable achievement.
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