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Why FinEdge

How we think, how we work, and how we are paid.

  • What Makes Us DifferentThe decisions investing outcomes actually turn on.
  • Our AI-Enabled Bionic ModelHuman expertise, AI intelligence and technology working as one.
  • Dreams Into ActionThe platform that turns a plan into a running investment.
  • How FinEdge Uses AIWhere AI assists our people — and where it never decides.
  • How We Make MoneyOur revenue model, stated plainly.
  • About UsThe firm, the people and the record behind the work.

What We Do

The work we do, and the investors we do it for.

  • Our ExpertiseWhat working with FinEdge actually involves.
  • Who We ServeThe investor situations we are built for.
  • Investors Across IndiaWhere our investors are, city by city.

Investing Hub

Seven investing areas, and the resources that support them.

Investing Areas

  • Financial GoalsRetirement, education, wealth creation and more.
  • Investment StrategiesHow money is allocated, staged and reviewed.
  • Mutual Fund InvestingThe vehicle, its mechanisms and its right use.
  • SIF InvestingSpecialised Investment Funds, explained without hype.
  • Portfolio ReviewWhat a real review examines, and how often.
  • NRI InvestingInvesting into India from where you live now.
  • Investing Best PracticesThe habits that separate outcomes from intentions.

Resources

  • Our BlogInvestor questions, answered.
  • FinEdge Investor StudiesOriginal research from FinEdge investor data.
  • Industry Experts on InvestingInvestment articles written exclusively for FinEdge by external industry experts.
  • Watch & LearnShort explainers and recorded conversations.
  • Tools & CalculatorsWork the numbers before you decide.

Investing Journeys

Real investors' journeys and experiences with FinEdge.

  • Real Investing StoriesFinEdge client journeys through changing goals, markets, and life.
  • Google Reviews from ClientsUnedited public reviews from investors we work with.

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How our work is recognised outside FinEdge.

  • Awards & RecognitionWhat outside institutions have recognised about FinEdge and its work.
  • Industry Leaders on FinEdgeWhat senior industry leaders say about FinEdge, in their own words.
  • FinEdge in the NewsFinEdge in financial and business media, organised by investing subject.
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  2. ›Investor Studies

FinEdge Investor Studies

FinEdge Investor Studies

Original research using first-party FinEdge data to examine how investors set goals, invest over time and make decisions in different circumstances.

We publish a study when the underlying data can add something useful to an investor question. Each study identifies the population, period and information behind its findings.

The research library

  1. 2025

    FinEdge NRI Investor Study 2025

    What does investing in India look like when goals, service and decisions have to keep working across countries for years?

    What NRIs invest towards in India, how long they stay invested with FinEdge, and what supporting them involves.

    Sample: 898 long-term FinEdge NRI investors across 90+ countries · Study analysed June 2025

    ₹4,269 cr
    Planned goal value across 1,932 recorded goals
    65%
    Invested with FinEdge for seven years or more
    2,879
    Service requests analysed
    Explore studyDownload reportPDF
  2. 2024

    FinEdge Women Investor Study 2024

    What sits underneath the rise in women's participation — in goals, investing tenure and current investment balances?

    What women are planning to fund, the goal values they plan for, and how their goals compare with men's.

    Sample: 19,140 FinEdge investors — 4,505 women and 14,635 men — and 30,831 recorded goals · Study period 2024

    46.15%
    Share of new FinEdge investors in 2024 who were women
    30,831
    Financial goals analysed
    55.45%
    Of women investors invested for five years or more
    Explore studyDownload reportPDF
  3. 2023

    FinEdge Women Investor Study 2023

    What did women's participation, goal priorities and investing behaviour look like as their share of new FinEdge clients increased?

    How women clients of FinEdge set goals, invest through SIPs and stay invested, compared with men.

    Sample: 3,763 women clients of FinEdge · Study conducted August 2023

    ₹14,347
    Average monthly SIP contribution by women
    87%
    Of women's long-term investments in equity-oriented SIPs
    19%
    Lower rate of stopping SIPs than men
    Explore studyDownload reportPDF

How to read our research

Each FinEdge Investor Study identifies the population and period it examines. Findings are published in aggregated form; investor-level personal information is not published. The downloadable study preserves the original research record, while the web page makes the findings easier to explore, understand and cite.

FinEdge retains all rights in its research. Brief non-commercial use and media coverage are welcome where FinEdge and the study are clearly credited; other reproduction or distribution needs prior permission. See the Research Usage & Citation Policy.

What FinEdge studies

Our research starts with questions that emerge from real investing journeys: what investors are planning for, how priorities change, what helps investment decisions remain consistent and how different circumstances shape the investing process.

Not every question needs a study. We publish one when first-party FinEdge data can add something useful to the conversation.

Explore the investing context behind the research

The studies examine specific questions. The pages below cover the wider investing subjects they sit within.

  • NRI Investing
  • Women and Investing
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