Reviews That Reflect 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.

★★★★★

I’ve had a great experience with FinEdge, especially with my advisor Anshu Rani. She has been extremely supportive in helping me plan and achieve my financial goals with clarity and confidence. The advice has always been personalized, professional, and easy to understand. I truly appreciate the guidance and would highly recommend FinEdge to anyone looking for a reliable financial advisor.

★★★★★

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.

★★★★★

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.

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 personalized, goal-based planning and disciplined portfolio management.

Ritu Sarohi – Investing for Defence Families

Ritu shares how FinEdge’s customized advice helped her manage finances 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

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

Avinash Satwalekar

President

“The choice for FinEdge was never about ‘Technology or Humans’ but always ‘Technology and Humans’ or Hutech.”

Kalpen Parekh

Kalpen Parekh

MD & CEO

“Customer centric tech platform that enables them to reach lacs of Indian investors, with no barriers of geography.’

Nilesh Shah

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.

20,000+
Clients
1,800+
Cities
4.7
Rating on Google
1900+
Google Reviews

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FAQs –

We are a virtual financial services company and, through our award-winning bionic platform Dreams into Action, we bring together technology and human expertise so that you can invest with purpose. Through our process, you can work towards goals like retirement, kids’ education, children’s marriage, saving taxes, and becoming financially free.
Our investment managers have no sales targets and do not push products. The guidance we give is always in the best interest of our clients and their goals. We currently have 1,500 crores in AUM and over 45,000 crores of goals under management.