Planning for my goals through FinEdge has been one of the best decisions that I had taken

Despite living in Goa, located far away from one of the best financial advisors now in Gurugram for managing my investments, it proves that geographical distance between advisor & investor does not matter. Back then in early 2012, we did not have many financial advisors in Goa. I started investing through FinEdge which was systematic as it was goal based. The most important thing of my interaction back then was the fact that I was highlighted the importance of investing for goals with milestones that I had in life.

I was able to calculate the value of my goals to begin with, and post that I started investing for it which was my daughter Shrisha’s expenses towards higher education & marriage, followed by my life after 60 years i.e. retirement & health. Initially, to me the goal looked far away and I was concerned how I would keep up with the discipline of investing for them. But my periodic interactions with my investment managers @FinEdge made me feel comfortable & confident of achieving them as planned.

In 2016, the first instalment of my daughter’s education fee was due. This was the goal I was saving money for and I was able to redeem my investments for this purpose systematically. Subsequently, I have been able to withdraw money at regular intervals for Shrisha’s education. She graduated in 2019 with her post graduate degree (M.E.) in Computer Science Eng (Specialisation in information security) from a BITS PILANI, Hyderabad campus.

In early 2023, we got her married and I was very happy and at the same time relieved as I could execute as I had planned well in advance for her marriage too. For most of these milestones, I had pre-planned my investments and that always gave me peace of mind. Further, reinforcement to maintain discipline came from my various Investment Managers at FinEdge who helped me throughout building my Financial Portfolio.

And finally, I am leading a retired man’s life travelling and seeing new places along with my life partner. Planning for my goals through FinEdge has been one of the best decisions that I have taken.

In a nutshell, the Financial Portfolio structured & managed by FinEdge gave me the financial edge to plan my Goals.