Milestones and Achievements:
FinEdge’s Journey of Trust and Growth
FinEdge began its journey in 2011 with a clear objective: solving the problem of conflict of interest between investors and advisors through a digital wealth management model built on trust, not targets. While others focused on pushing products, we focused on people, helping investors achieve their life goals through goal-based investing and expert guidance.
Our award-winning, bionic investment platform’s client-first approach has helped FinEdge earn the trust of 20,000+ investors across India and beyond, proving that lasting investment success is built on guidance that puts people first, not products.
From Inception to 1500 Cr in AUM
FinEdge entered digital wealth management when it was unheard of, as one of the earliest pioneers in India
It took us 60 months of steady effort to achieve our first 100 Cr in AUM,
We onboarded our 1000th client and expanded our reach to 200 cities.
We rolled out digital tools for reporting and engagement, were featured in an IIM Calcutta case study, and crossed 500 Cr in AUM.
Began building our flagship platform, Dreams into Action (DiA) and crossed 10,000 clients across 1000 cities.
Achieved a major milestone of 1000 Cr in AUM. In 2023, we launched ‘Dreams into Action’ (DiA).
We reached 20,000 clients across 1,800 cities and 90 countries. DiA was awarded Innovation Champion of the Year by Franklin Templeton.
We crossed 1,500 Cr in AUM, and DiA was recognized at the ET BFSI Awards as the Most Innovative Wealth Planning Tool.
The DiA Turning Point: Redefining Investing in India
A defining milestone in our journey came in 2023 with the launch of our proprietary bionic investing platform, Dreams into Action (DiA).
FinEdge was founded to break the paradox where investor interests were compromised for revenue targets, and DiA embodies that vision, blending technology with human expertise to deliver an investing experience that is accessible, personalized, and keeps clients at the centre, not products or sales.
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Awards, Recognition and Media Mentions
Over the years, FinEdge has been recognized by leading institutions and media for our innovation and client-first approach.
CNBCTV - 2018
Received the Jury Award for Financial Advisory.
2000+ Google Reviews by Our Clients ★★★★★
The highest number of Google reviews for any investing platform in the country. Trust, validated by our clients
From our inception to today, FinEdge has grown through trust, innovation, and goal-based investing that keeps clients at the centre.
With 20,000+ investors across 1,800+ cities, over ₹45,000 Cr of goals under management, and 2,000+ Google reviews, we continue to be recognized as a trusted investment partner for people seeking long-term, purpose-driven wealth creation.
