Our Platform Offers Two Choices

Do It Yourself Do It Yourself

Do It Yourself

“Do It Yourself” is suited for individuals who want complete control and are short on time. The platform is convenient and allows you to make your investments quickly, without human intervention

Do It Yourself
Get Expert Advice Get Expert Advice

Get Expert Advice

“Expert Financial Help” is for individuals who would like to utilize our expertise in getting a comprehensive financial plan prepared from our advisors and would be willing to spare time for the same.

Get Expert Advice
  • Do It Yourself

  • right_checkRisk profiling & Asset Allocation
  • right_checkGoal based investment plans
  • right_checkDedicated Service support
  • right_checkPaperless transactions
  • right_checkTax saving investment advice
  • right_checkAlgorithm based fund selection
  • red_crossCustomized financial planning report
  • red_crossDedicated Financial Planning Manager
  • red_crossPeriodic portfolio review & rebalancing
  • right_checkMobile App (Apple & Android)
  • right_checkInvestment dashboard (web based)
  • FinEdge Platform Charges Nil
  • Do It Yourself
  • Expert Financial Help

  • right_checkRisk profiling & Asset Allocation
  • right_checkGoal based investment plans
  • right_checkDedicated Service support
  • right_checkPaperless transactions
  • right_checkTax saving investment advice
  • red_crossAlgorithm based fund selection
  • right_checkCustomized financial planning report
  • right_checkDedicated Financial Planning Manager
  • right_checkPeriodic portfolio review & rebalancing
  • right_checkMobile App (Apple & Android)
  • right_checkInvestment dashboard (web based)
  • FinEdge Platform Charges Nil
  • Get expert advice

FinEdge has no additional charge for its investment platform. We are compensated by Asset Management companies directly. Every mutual fund scheme has a Total Expense Ratio (TER) from which expenses are shared between the asset management company and the distributor.