Your Dreams Into Action With FinEdge
Your Investment Experts
© We help you achieve what you want with your money. A personalised roadmap to help you meet critical financial goals like retiring comfortably, your kid's education & marriage, saving taxes and being financially free.
350+ mentions in media
1400+
Crores of goal based investments
1700+
Cities with our clients
20k+
Empowered Investors
WhyUs?
Dreams into Action (DiA) our proprietary investing platform helps you create a customized investment plan linked to your goals. DiA is a collaborative software which facilitates investment best practices, conversations and joint decision making to help you meet your goals as per your unique requirements.
Personalization
DiA ability to hyper customise is the biggest contribution to investing success and a fantastic investing experience
People
DiA brings investment experts and investors together, encourages customisation, collaboration and joint decision making
Purpose
Investing with purpose is an extremely powerful tool to disengage from excessive information clutter and deal with volatility better
Process
Building discipline and perseverance through regular conversations and scenario analysis, managing investment behaviours
Product
Aligning the right products to goals, deploying risk reducing investment tools like SIP’s STP’s, Step Ups and regular goal reviews
How Do We Make A Meaningful
Difference In Your Life?
Democratization of investment advice, uniformity in quality of advice
DiA - Hyper customized investment platform, putting people before products
Value system completely oriented towards putting client interest first
Investing with purpose = living with freedom
Productivity of technology & expertise of Investment manager
Fantastic relationships, driven by strong processes
True to label – no product targets, no revenue targets, Do what’s right for clients
No spamming, no marketing, no upselling of ‘other products’ – people you can rely on
Convert your Dreams into Actions
Client’s
Success Stories
At FinEdge it was always reinforced that these investments are linked to my goals and meant to be utilised a few years down the line
I started investing through FinEdge around 9 years back and back then had limited understanding on aspects of my personal finance. I wanted to start with my investments as at that point of time it seemed like the right thing to do. However, through this period of investing I realised that to invest is the easiest thing to do but to stay invested can sometimes be tough.
When I got into a detailed discussion with my Investment Manager, I started getting more clarity and understanding on my own personal finance. I created a goal for purchase of my house in Bangalore and started investing towards it.
Pratheesh Gangadhar
Texas Instruments India Private Ltd.
Software Development Manager
Bangalore
As a single mother and to manage my finances well, it did require foresight and meticulous planning. FinEdge did just that!
In the midst of the pandemic in 2020 as chaos reigned supreme, I reached out to FinEdge to start off with a goal-based investment plan for my child’s higher studies. Interestingly, I did this as soon as I had applied for an adoption. My adoption formalities were in process but my child would only be with me in a couple of years, due to the time it takes for the process to come to conclusion.
My discussions with my investment manager at FinEdge mostly revolved around my goal to secure my ‘yet to arrive’ daughter’s education :)
Shabani Hassanwalia
Delhi
FinEdge has been instrumental in providing timely advice and making necessary adjustments to keep me aligned with my goals. With them, I've always felt like a valued client.
I'm Madhumathy Sundararaj, working as the Director of Recruiting at Tekarch, and I reside in the city of Coimbatore. Let me share with you my journey with FinEdge.
I am a young mother to my 8 year old son, Arjjun. My primary focus has been to securing his future, and for that I knew that I had to save and invest wisely. In the midst of it all and due to a life event, I had to stop my investments temporarily. However, I was determined!
And so I once again aligned my investments to my goals and objectives. My first and foremost goal was to ensure that Arjjun's higher education would be well funded.
Together with FinEdge, we made an investment plan for this goal achievement. I was so happy to see my investments take shape and in sync with my son’s future.
I also realized the importance of planning for our own retirement.
Madhumathy Sundararaj
Tekarch
Director - Recruitments
Coimbatore
“What sets FinEdge apart is their commitment to doing what’s right for me.
My association with FinEdge has remained positive both in terms of my investments and the relationship I share with my Portfolio Manager. FinEdge has been an important partner to me and I would like to say that they do what is right for me. They don’t sell investments that don’t align with my goals, prioritizing my best interest.
My trust in FinEdge has grown and they have become partners for my goals and their achievement. My relationship with my portfolio manager has remained strong and I do share a level of trust with him. I particularly like the process followed by FinEdge for investing as I feel is well researched and adds value to me. Their investment platform called ‘Dreams into Action’ has been a very enjoyable experience. I have been able to visualise my investment roadmap so clearly on this platform. It has helped to me to set my objectives right and build an investment plan to meet these objectives.
I consider FinEdge more than a financial advisory firm, but a constant part of my life, always ready to offer a helping hand, provide sound advice and offer support in matters when needed. With FinEdge, I've found not only financial guidance but also lifelong friends!
Ankur Arya
Captain in Merchant Navy
Gurgaon
“I couldn't be happier with how my investing journey has turned out, all thanks to FinEdge and their incredible platform, Dreams into Action
I couldn't be happier with how my investing journey has turned out, all thanks to FinEdge and their incredible platform, Dreams into Action. Right from the beginning, I was determined and goal oriented, with a clear vision of what I wanted to achieve - saving for my children Bindra and Yuvraj's education and securing my retirement. Yuvraj's recent selection into the CSE program at IIIT Diu, was a moment of immense pride for our family. It was a testament to his hard work and dedication, and I couldn't have been happier. This success was not just his alone but was a result of our collective effort and sound financial planning.
For the coming year, Bindra is aiming high, with her sights set on the combined BBA+MBA program at IIM Indore. Her determination and focus are truly commendable, and it's heartening to see both my children pursue their dreams with such zeal. Throughout this journey, I have remained extremely focused in my commitment to our family's financial goals. I knew that achieving these milestones would require disciplined investing and careful financial planning. That's where FinEdge's Dreams into Action platform came into the picture.
Girish Kumar CSP
Silox India Private Ltd.
AGM HR, Admin & Security
Jambua, Gujarat
Google Reviews
Industry Honchos Take On FinEdge
MD & CEO
Group President and Managing Director; part time Member – Economic Advisory Council to Prime Minister
President
Managing Director & Chief Executive Officer
Chief Executive Officer
FinEdge In The News
News18
18th October 2024
Proven Tips for Successful Retirement Planning and Financial Freedom
Retirement Planning is one of the more complicated investment goals and must be approached scientifically. It is important to have a process-driven approach that considers critical factors such as current & future lifestyle expenses, the impact of inflation during retirement, and increasing life expectancy.
HR.com
25th November 2024
Retirement Planning In A Multi-Generational Workforce
The presence of a multi-generational workforce popularly classified into Baby Boomers, Gen X, Millennials and Gen Z is making the workplace more diverse and dynamic, with each group having unique perspectives, experiences and aspirations. It is important to have a distinct strategy when it comes to Retirement Planning, and that is why an investor needs to know some life-stage-based critical investment concepts.
Cafemutual
29th November 2024
‘Focus on behavioral aspects of clients rather than traditional risk profiling’
"We started in 2011 after seeing a gap in the banking sector. While banks were chasing .01% of India's wealthy population, we saw an opportunity to serve the broader market. Initially, people were skeptical about our virtual approach but by 2015, we started seeing tailwinds in our platform.
Moneycontrol
13th November 2024
What NRIs need to know about investing via mutual funds in India
Mutual Funds Investment: Investing in India offers higher returns and diversification benefits, with mutual funds being an ideal vehicle for long-term growth. However, NRIs face challenges, including limited access to expertise, complex documentation, and regulatory requirements.
News18
Oct 27, 2023
Unveiling Financial Independence: Decoding Single Mothers As Investment Leaders
In the midst of the pandemic in 2020 as chaos reigned supreme, Shabani Hasanwala (Chief Editor, Nirantar Trust) wanted to start off with a goal-based investment plan for her child’s higher studies. Interestingly, she did this as soon as she had applied for an adoption. Her child would not arrive until two years later!
Livemint
28th August 2024
Tax-efficient investing strategies: How to maximise returns while minimising tax liability?
ELSS are effective for tax savings, but focusing solely on tax can lead to poor investment choices. A holistic approach considering goals, cash flows, and risk profile can help build a substantial corpus and avoid frequent trading that increases tax liabilities.
Investing.com
7th March 2024
Indian women turn smart investors, beat men in SIP investments
At least four in ten women are new investors in the country, starting investing early in life in instruments like Systematic Investment Plan (SIP) and prioritising retirement which is a paradigm shift in the financial landscape in the country, a report said on Thursday ahead of the International Women’s Day. Women emerged as focused and disciplined investors, with an average amount of Rs 4,483 for a single SIP investment, surpassing their male counterparts who average Rs 3,992, according to the report by FinEdge, a tech-enabled investment management company
Livemint
14th February 2024
6 key tips for couples seeking sustainable wealth creation
Joint financial planning can strengthen a couple's relationship by fostering teamwork, trust, and shared goals, leading to long-term wealth creation and financial success.
Moneycontrol
20th February 2024
Mental, physical, or financial wellness: Which one to prioritise?
Enjoying a good life with family and friends, finding happiness and emotional wellness, overall well-being and having a great work-life balance have a common denominator — financial security. Have a clear understanding of risk and return. High returns without risk and volatility are a myth or a scam.
Business Today
17th January 2024
Creating a Rs. 1 crore corpus
An elementary calculation for a monthly investment of Rs. 25,000 suggests a 13-year horizon for accumulating Rs 1 crore, assuming a 13% annualised return. However, it is important to understand that wealth creation is not as easy as this mathematical calculation. Returns from equity are never linear and the markets will test your resilience from time to time.
News18
27th January 2024
Dear Investor, How Much Money Should You Invest In A Mutual Fund?
The mutual fund industry is full of generalised thumb rules – some say you should invest 30% of your income. Others advise you to start with Rs. 100 per month and build it up as you go along. Still, others advise you to put away whatever is left at the end of the month after your monthly expenditures have been taken care of.
Financial Express
19th December 2023
Rethinking global investments: Why 2024 demands a closer look at risk-off strategies
In the aftermath of the Covid-19 pandemic, the global economic landscape has undergone a tectonic shift. The preceding years were marked by liquidity-driven, high-risk-high-return investment trends. As 2023 concludes, we are witnessing a shift towards a more risk-off approach and a return to fundamental realignment on a global scale.
The Print
1st December 2023
FinEdge crosses 1000 crore of Asset under Management
FinEdge, India’s leading tech enabled investment management company has achieved a major milestone of managing over 1000 crores of goal-based investments for its 18,000 clients spread across 1800 cities in the country. This significant milestone marks a testament to FinEdge’s innovative bionic business model and ...
Business Standard
Mar 04, 2023
FinEdge's DiA platform creating avenues for wiser investments
FinEdge, one of India's top digital wealth management and goal-based investment companies, has been bridging the "investment gap" in the financial industry with its distinctive proprietary platform, DiA (Dreams into Action).
Business Today
1st July 2024
The Role of Technology in Modern Financial Planning: Maximising Efficiency and Returns
India is seeing a transformative digital tsunami in our everyday lives. Technology has been the backbone of the heightened participation of the masses in investing over the last few years. The JAM trinity (Jan-Dhan, Aadhaar & Mobile) has transformed the financial landscape of the country over the last decade.
The Daily Guardian
3rd August 2024
Starting Strong: Financial Tips for Young Women entering the Workforce
e have been witnessing a surge in younger women joining the workforce. Not only are they becoming more successful at workplace, but they are also taking proactive steps towards financial independence. Hence, this transition also brings a new set of financial responsibilities and opportunities. By embracing sound principles of personal finance and investing early on...
Economic Times
27th June 2024
Want to create a portfolio of Rs 15 cr in next 15 years?
I am 33 years old. I recently moved to India from Canada. I work in marketing and currently make around Rs 20 lakh per annum and live in Noida but aim to build a Rs 15-crore corpus. Currently, I have Rs 15 lakh in my savings account and Rs 7.5 lakh in mutual funds (Kotak Emerging Equity Fund at monthly Rs 20,000 SIP).
Money9
17th December 2023
The Vision for Financial Well-being in 2024 and Beyond
Financial well-being is about mastering the art of prudent money management, securing not only your current financial standing but also laying the foundation for a future filled with the peace of mind that stems from the freedom to relish life, both in the present and in the years to come. Are you on track to meet your 2024 financial goals?
Business Standard
17th July 2024
FinEdge Unveils #SheInvestsBest Campaign to Boost Women's Financial Literacy and Investment Participation
FinEdge, India's leading tech enabled investment management company is proud to announce the launch of its groundbreaking campaign, #SheInvestsBest, aimed at creating awareness and fostering financial empowerment among women investors.
News18
4th January 2024
Which Mutual Fund Is Suitable To Start Your First SIP?
Today, lists of top-performing mutual funds are available at the click of a button. Have you ever wondered why is it then that very few investors can create wealth? The problem lies at the very beginning of an investor’s journey...
Deccan Herald
15th January 2024
Investment resilience key to harvesting good returns
Nifty Midcap Index has given a CAGR of 15.33 per cent in the last 15 years which implies a 6.37 times growth in your invested amount, why haven’t investors seen these real returns in their portfolios?
Mint
12th January 2024
12 essential financial planning rules for a successful investment journey in 2024
2023 was an excellent year for investors. The Nifty 50 gave good returns of around 20% and mid and small-caps did even better. In 2024, with interest rates expected to go down, will debt funds take the crown? Will gold continue to rally with geopolitical tensions rising? Will equities continue outperforming or take a backseat?
Financial Express
Apr 22, 2023
Four major risks of international investing
If you do choose to go ahead and invest in global equities, make sure you do so with an awareness of the potential flipsides of doing so.
News 18
Jun 18, 2023
62% Indian Fathers Prioritise Children Education Over Early Marriages: Study
Retirement Planning is increasingly becoming a top priority goal for fathers, irrespective of their age bracket or life stage, says a study by leading Financial Planning firm FinEdge.
Livemint
7th March 2024
International Women's Day 2024: What are 5 Ps to help you achieve financial freedom?
Financial freedom is a progressive journey requiring process-oriented management of income, expenses, and savings. Building investing resilience is crucial for achieving financial freedom, with a focus on a robust investing process and long-term goals.
People Matters
Mar 10, 2023
The power of culture reigns in performance management: FinEdge's Mayank Bhatnagar
In an insightful conversation with Mayank Bhatnagar of FinEdge, we explore key components of building successful performance management models, the power of continuous feedback and communication and more.
Money9
18th December 2023
Ethical Investing: Building Wealth Responsibly
Ethical investing, also known as socially responsible investing, is a strategy to invest that is aligned with one’s moral principles, where investors prioritize companies or funds committed to sustainability and governance for a positive impact on society and the environment. This kind of investing involves intensive research into financial and non-financial factors of companies or funds to ensure alignment with one’s principles.
Times Now News
16th November 2023
Planning Tax Saving Investments? Avoid these common mistakes to maximise returns
While making tax saving investments, one question that invariable pops up is - how tax efficient is it? As a nation of tax saving hungry people, the last thing we want to do is pay an extra rupee of tax on our investment returns! However, this obsession with saving taxes does sometimes come at the cost of long term wealth creation and that is something to watch out for.
Mint Genie
Mar 23, 2023
Mutual Fund Investing: How do step-up SIPs give a boost to your wealth? Here are 4 ways
Step up SIPs are a powerful weapon for creating wealth by investing a small amount regularly over a long period of time, provided it is coupled with a well-defined goal, the right behaviour and a disciplined approach.
The Times Of India
Apr 01, 2023
Inclusion of women in Financial Planning to have a future-ready society
The inclusion of women into financial planning can have far reaching positive effects. From fortifying their own financial stability and helping them tide through challenging life stages and events, to channelizing their burgeoning investible.
Mint Genie
Apr 11, 2023
Start saving for your goals in advance and keep an eye on cash flows, advises Harsh Gahlaut of FinEdge
In an interview with MintGenie, FinEdge’s Harsh Gahlaut shared people must not fall into the trap of living above their means.
ET CIO
Aug 04, 2023
WealthTech: The solution to 'investment recommendation' problem
Using wealth tech to solve the investment recommendation problem requires a paradigm shift. Instead of imagining technology as a means to eliminate or reduce the role of a human advisor, we need to use technology to empower experts to understand their needs better.
Attain Financial Freedom