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Looking for a Financial Advisor in India?

Yes — wherever you live. FinEdge is an AI-enabled, expert-led investing platform built for better decisions, and the way FinEdge works with you does not change with your pin code. You get a dedicated Investment Manager who knows your goals, your cash flows and what you already hold, and the relationship runs digitally end to end.

FinEdge is an AMFI-registered Mutual Fund & SIF Distributor — ARN 83676. You can verify our AMFI registration.

Find the guide for your city
21,000+
investors working with FinEdge
1,800+
cities and towns they live in
90
countries they live in

What you actually get, wherever you live

Distance is not what weakens an investing relationship — losing the thread is. One person carries your context, and the institutional system behind them makes sure a review in the fourth year starts where the third year finished.

A dedicated Investment Manager, not a queue

The same person maps your goals, structures the decision, explains the trade-offs, executes the mutual fund and SIF decisions that follow and reviews them with you over time. Change city, change job or change your mind, and neither the person nor the record of why earlier decisions were taken resets.

Technology and AI that strengthen that judgement

FinEdge’s Bionic Model keeps your goals, portfolio and prior decisions connected, and brings the relevant context into every conversation. AI supports the Investment Manager’s judgement and decision-making; it does not independently recommend investment products, and you stay part of the decision. How the Bionic Model works.

Everything you need can be handled digitally

Conversations, documentation, transactions and reviews can be completed online at a time that suits you. FinEdge is headquartered in Gurugram, and the relationship does not depend on you living nearby — it works the same way with investors in every other city, and with Indians investing from abroad, where NRI investing in India takes the journey further.

Portrait of Kalpen Parekh

FinEdge, our partner for more than a decade, has built a very customer centric tech platform that enables them to reach lacs of Indian investors, with no barriers of geography.

Being digital is easy, building trust in digital is not.

Kalpen ParekhMD & CEO, DSP Mutual FundRead Kalpen Parekh on FinEdge

FinEdge was named WealthTech of the Year (Gold) at the BW Festival of FinTech 2026, and the Bionic Model was documented by the IIM Calcutta Case Research Centre in FinEdge: Bionic Advisory for a Digital India read the case study.

Investor guides for 41 cities

Each guide starts from a real decision investors in that city bring to FinEdge — not a local office. Pick yours, or read any of them; the way FinEdge works is the same in all of them.

Or start from the decision itself

If you already know what you are trying to work out, go straight there — your city guide is only one way in.

A first conversation is a discussion of your goals, what you already hold and what you are trying to decide — not a product recommendation. FinEdge earns distributor commissions from asset management companies, and Investment Managers are not given sales targets: how FinEdge makes money.