Watch & Learn
Ritu Sirohi on investing as an Army officer's family
Frequent postings had made continuity the hard part. In her account, virtual meetings and paperless processes let the plan continue wherever the family was posted, instead of restarting each time.
1 April 2025
What this covers
FinEdge's published account of this testimonial describes the specific difficulty for armed forces families: relocation makes a consistent working relationship hard to maintain, which is usually where the plan lapses.
What she describes changing is the operating method rather than the products — meetings that did not depend on location, and processes that did not depend on paperwork moving with her.
For a family that moves, continuity of the process is what keeps the plan alive.
Full transcript
FinEdge Video Content Review — Client Journey Video Ritu Sirohi, section 6 Full Transcript. Supplied by Leadership, 27 August 2026.
Hi, I'm Ritu, an entrepreneur married to an Army officer.
Being in the Army, we have moved around the country, and finding reliable financial experts with whom we can build relationships has always been very challenging and difficult.
Around two years ago, I got to know about FinEdge, and I found them to provide solutions to all our requirements. We finally found investment experts who are accessible to us, no matter which part of the country we are in.
For us, it was important to find someone who understands our situation and prioritizes our interests. The fact that the people at FinEdge never really pushed any financial product is something that gives me faith and builds trust in them.
I'm glad that I started investing through FinEdge because they have really helped me focus on reaching my financial goals. My Investment Manager is very helpful and friendly and is always guiding me to make the right decisions despite the ups and downs in the market.
Overall, it's a great technology platform and a game changer, especially for people like us with transferable jobs.
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