Milestones & Achievements
FinEdge Milestones: From 2011 to Today
FinEdge was founded in 2011. Since then, the organisation has grown through a series of decisions, capabilities and milestones — from the first ₹100 crore of assets under management to a national and international client base, proprietary technology, Dreams Into Action and growing external recognition.
This page records those milestones in sequence.
The chronology
- 2011
FinEdge is founded
The firm starts with a conviction that investing outcomes depend on guidance, process and investor behaviour rather than product selling.
- 2012–2015
First ₹100 crore of assets under management
Reached after roughly 60 months of steady, client-by-client growth.
- 2016
1,000th client onboarded; reach extends to around 200 cities
- 2017–2019
Digital reporting and engagement tools roll out; AUM crosses ₹500 crore
In 2019 the IIM Calcutta Case Research Centre published the case study “FinEdge: Bionic Advisory for a Digital India”.
- 2019–2020
Work begins on Dreams into Action; client base crosses 10,000 across about 1,000 cities
- 2021–2023
AUM crosses ₹1,000 crore; Dreams into Action launches in 2023
FinEdge was also certified as a Great Place to Work in 2023.
- 2024
20,000 clients across 1,800 cities and 90 countries
Franklin Templeton recognised FinEdge's innovation in its investing platform and investor experience.
- 2025
AUM crosses ₹1,500 crore; an enhanced Dreams into Action app is released in November
Dreams into Action was recognised at the ETBFSI FinNext Awards as the Most Innovative Wealth Planning Tool.
- 2026
FinEdge wins Gold in the WealthTech of the Year category at the 6th Edition BW Festival of FinTech
FinEdge was also recognised by ET Edge in Bharat's Best to a Billion as a high-growth Indian brand.
Recognition above is recorded here only as dated events. See all Awards & Recognition
Current position, not a milestone.
- Assets under management
- ₹1,600 Cr+
- Clients
- 21,000+
- Cities
- 1,800+
- Countries
- 90+
Assets under management
Clients
Cities
Countries
FinEdge's public review footprint currently stands at 2,000+ Google reviews, rated 4.7. Read client experiences.
A chronology of what changed — not a claim about what comes next
Milestones show how an institution has evolved. They do not predict future investment outcomes or guarantee what FinEdge will achieve next.