How FinEdge helped me………..to stay invested and trust the process!

Back in 2016, based on a friend’s recommendation I started investing through FinEdge. 

I invested through SIP’s and I aligned those investments towards my goal of buying a Villa for my retirement. Everything was smooth until 2020 when news about COVID started appearing. I started considering moving out of equity to protect my investments. My investment manager advised me that it would be detrimental to time the market.

Rather, he structured a plan of de-risking my portfolio and simultaneously starting Systematic Transfer Plans (STP) so that I do not sit out of the market. Whenever I was troubled by global events, FinEdge was always ready to take my views and offered recommendations best suited to my unique needs and my risk appetite. 

Thanks to FinEdge, I’m a strong believer that discipline is a critical factor in investing and so is long term vision!!

In early 2023, my investing experience with FinEdge went a notch up when we redeemed a part of my portfolio to buy my villa in Chennai. My objective achieved! 

I can strongly recommend FinEdge for their domain expertise, use of technology and strong processes that have made a significant contribution to my financial life.