Ankur Arya · Gurugram · Merchant Navy captain · investing for 13 years
The Children Are Grown. Now The Plan Is Theirs.
Thirteen years of investing as parents. The next stage is for the two of them.
For the past thirteen years, Ankur has invested alongside his wife, Pallavi, towards retirement and a strong emergency fund.
With both children now adults, those priorities have shifted. The plan that was built around raising a family is now aimed at long-term financial independence for the two of them.
The next stage
- Retirement
- Emergency fund2030
My association with FinEdge has remained positive both in terms of my investments and the relationship I share with my Investment Manager. FinEdge has been an important partner to me because every recommendation has remained aligned with my goals rather than products.
Over the years, my trust has continued to grow because of their structured investment process and the confidence it gives me in every decision. Their Dreams into Action platform has helped me clearly visualise my financial roadmap, while the guidance from my Investment Manager has made planning for my goals simple and reassuring.
To me, FinEdge is more than a financial advisory firm — it has been a trusted partner throughout my investment journey.
A career spent away from home
A captain at sea cannot drop into an office to review a portfolio.
That is precisely why continuity matters in his case: a relationship with an Investment Manager that stays available wherever he is, and recommendations that stay aligned to his goals rather than to products.
The Dreams into Action platform gives him a visible roadmap; his Investment Manager makes the decisions along it straightforward. Both matter more when you are rarely in the same country as your paperwork.