What FinEdge clients say on Google

Been associated with FinEdge for more than 10 years and have had a very nice experience working with Deepika Bharati who has been my relationship manager for some 6 years now. We have frequent interactions and discussions about my financial portfolio and need for changes to adapt to the market conditions and my changes in goals and it's priorities. She is very professional and shown a lot of patience and care to answer all my queries and doubts and convince me to take the decisions needed to get good returns.

I am investing with Finedge for last 10 years or so. Finedge has helped me achieve my financial targets and grow my wealth even during difficult times when the markets faced unprecedented recession. My current advisor Ms. Deepika deserves a mention at this point. She is very responsive, knowledgable and target oriented. I liked her ability to explain the things swiftly and the way she takes one in confidence while doing the financial planning. Also I liked her way of working, timely planned discussions, understanding the goals and planning the actions accordingly. She has a simple way of communication and she is flexible on time. I am fully satisfied with Finedge ( and I think a great share goes to team members like Deepika).

I have been a client of Finedge for more than 7 years and have consistently experienced excellent service. The company is proactive, responsive, and ensures regular portfolio reviews with well-explained recommendations. Over the past year, Ms. Prachi has managed my funds and portfolio with great professionalism and diligence. Her proactive support and consistent guidance have added significant value to my investment journey. She is exceptional Fund Manager. I sincerely appreciate her contributions and the high standards of service maintained by Finedge. Thank you so much!

I am associated with FinEdge past 6/7 years. They have a great team of professionals who know very well what they are doing and are very passionate about their work. My Finedge representative Yashika has been so responsive and helpful throughout these years in defining my financial goals and managing my investments on regular basis. I can completely trust her when it comes to my funds and investments. She very patiently answers all my doubts/questions. I don't need to bother about anything as she takes care of everything (market conditions, new plans which can benefit me) and updates me well in advance. I follow as she suggests and results are always better than expected. Highly trustworthy and highly recommended.

I’ve been investing through FinEdge for the past two years, and my experience has been excellent. Ayushi has been managing my portfolio throughout this period, and she’s been incredibly supportive and professional. She regularly reviews and rebalances my portfolio based on my goals and market conditions, and she’s always proactive in explaining the reasoning behind her recommendations. What I appreciate most is her patience, politeness, and willingness to answer all my questions without making the process feel overwhelming.

The financial advisor explains in simple way the complicated stuff, and gives enough time to help you decide and chose what's the best option to move in right direction, i. e. towards achieving the target. They are very professional! I have been their client for more than 11 years, and the financial planning, and achievements of the milestone/s have been quite satisfactory. My earlier financial advisors were really good. And, I am very happy with the current one, Ms. Archana Lamba, who gives her 100th % each time I need her professional advice.

I’ve been associated with FinEdge for a long time, and the relationship has been nothing short of awesome. From Tanya, Sneha, and Jhalak to my current advisor, Kalpana, the guidance has always been top-tier. Kalpana, in particular, is exceptional. She combines deep financial expertise with genuine empathy, taking the time to explain complex metrics and projections with incredible patience. Her ability to prioritize goals based on real-world situations is refreshing. I highly recommend her and the FinEdge team for anyone looking for guidance that is as caring as it is professional!

I have been a customer since 2014, and the guidance provided by their finance managers continues to benefit me greatly even today. Their approach to goal assessment and investment advice has been both practical and impactful, helping me make confident financial decisions. The financial managers are highly knowledgeable, approachable, and consistently responsive to queries, ensuring that I always receive timely and reliable advice. What I value most is their commitment to client success and their ability to simplify complex financial matters. I remain extremely satisfied with their services and look forward to continuing this trusted relationship.

First of all thanks to my brother in law for recommending me to Finedge. Its been 5 long years with them and still continuing. Till today I have no problem whatsoever ever as they are professional and always there has been a very good interaction with the advisor at difficult times. They are very knowledgeable and do assist in opting for good funds in achieving our financial goals. What I like the most is they interact with us when the markets crash and build the confidence in us which is very important. Keep up the good work guys. I do really want to thank Surabhi who is my advisor in assisting me to build my finances.

I’ve been a client of FinEdge for the past 7 years, and I’ve consistently received professional service from every advisor I’ve worked with. Currently, I’m being advised by Archana Lamba. Archana is super proactive, knowledgeable, and always available whenever I need support. She doesn’t hesitate to offer valuable input and handles every process efficiently on my behalf. She is really good at her work, and I would rate her as an excellent advisor. I truly appreciate the guidance and help I continue to receive from her. Her dedication to client service makes a big difference. I would highly recommend FinEdge as a go-to platform for managing your investments, as their advisory team provides the necessary support to make informed decisions. So far, my experience has been excellent, and I look forward to continuing my journey with FinEdge for many more years to come.

Aayushi has been my financial advisor for quite some time, and working with her has been an excellent experience. She is highly knowledgeable, professional, and genuinely dedicated to her clients. Her calm and soft-spoken nature, coupled with her patience, makes every interaction pleasant and reassuring. She is always prompt in addressing my queries, takes the time to explain financial matters clearly, and consistently provides thoughtful guidance. I truly appreciate her commitment, reliability, and willingness to go the extra mile to ensure that I make informed financial decisions.