Mrs. Ritu Sirohi Shares How FinEdge Helped Her Plan Investments as an Army Officer’s Wife

At FinEdge, we understand the unique needs of defence personnel and offer personalized investment plans that take into account the irregularities and complexities of life in the armed forces. Through virtual meetings, Ritu was able to discuss her financial goals, despite being in different locations throughout India. With our paperless processes, managing her investments became easier, eliminating paperwork and offering a seamless experience. Moreover, FinEdge’s approach prioritizes tax-efficient investments and diversified portfolios, which are crucial for defence personnel dealing with variable incomes and tax structures.

What sets FinEdge apart is its client-first approach. Unlike other platforms that push financial products, FinEdge ensures that each recommendation is in the client’s best interest. By creating tailored financial plans, the investment managers at FinEdge help armed forces and their families focus on their long-term goals, such as retirement planning, education funding, and property investments, all while ensuring security and financial stability.