Client Reviews and Experiences
Reflections of Our Client-First Approach
In an industry where trust is often compromised, our 2,000+ Google reviews serve as transparent proof of how clients truly experience FinEdge’s goal-based investing approach. Unlike curated testimonials, these reviews are public, permanent, and visible to everyone. They cannot be shaped, edited, or hidden, making them one of the strongest and rarest signals of credibility in India’s wealth management space.
Why 2,000+ Reviews on Google Matter
Our business doesn’t grow through aggressive selling. It grows when clients feel confident enough to recommend us to their friends and family. Every review reflects a client’s real experience, and crossing 2,000+ Google reviews shows the scale of this trust, built over years by keeping our focus firmly on client goals, never sales targets.
FinEdge has expertly managed my SIP portfolios for over 13 years. Their team is highly professional, approachable, and demonstrates deep expertise in investment management. They consistently provide high-quality, proactive insights and suggestions for goals-driven portfolio reviews and changes. I highly recommend FinEdge to anyone looking to maximize returns from equity markets but lacking the time or specialized knowledge.
Pune
I have been associated with Finedge since 2018 and I am impressed with the exceptional service and customer satisfaction they provide.One of the standout aspects of my experience has been the proactive approach of my portfolio managers.They consistently reach out to me regular updates, ensuring that I am always informed about the latest developments. Their expert knowledge and expertise have been instrumental in helping my portfolio grow over the years.I highly recommend Finedge to anyone looking for a reliable and customer focused partner.
Hyderabad
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.
Jaipur
I've been managing my SIP investments through FinEdge for a while now and the experience has been excellent. A big part of that is thanks to my advisor, Archana. She's incredibly proactive and always ready to assist with any queries. Her positive attitude and dedication make a real difference, and it's clear that FinEdge genuinely aims to help clients.
Pune
What Clients Say About FinEdge
Hear from FinEdge clients as they share how goal-based investing helped them stay focused, adapt to life changes, and build wealth with confidence.
Yasser Khan – Investing in India as an NRI
Based in Dubai, Yasser shares how FinEdge helped him invest confidently from abroad through a personalized, goal-based process and disciplined portfolio management.
Ritu Sirohi – Investing for Defence Families
Ritu shares how FinEdge’s customized guidance helped her manage investments effectively as a defence spouse, balancing long-term goals with a dynamic lifestyle.
Recognised Beyond Clients
The credibility FinFinEdge has built goes beyond client stories. Industry leaders and publications have acknowledged our bionic model, which blends technology with human expertise to deliver advice that is truly conflict-free.
Radhika Gupta
MD & CEO
“FinEdge's commitment to delivering elite service and their focus on putting clients first, distinguishes them in the industry.”
Avinash Satwalekar
President
“The choice for FinEdge was never about ‘Technology or Humans’ but always ‘Technology and Humans’ or Hutech.”
Kalpen Parekh
MD & CEO
“Customer centric tech platform that enables them to reach lacs of Indian investors, with no barriers of geography.’
Nilesh Shah
President & MD
“Coupled with their top-notch team that provides hyper-customized financial solutions, they set an example for others in the industry.”
Our reviews stand as proof of our unwavering focus on client-first investing. Built on trust, expertise, and long-term discipline, they reflect how we continue to make goal-based investing accessible and transparent for thousands of investors across India and beyond.
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