Reviews That Reflect Our Client-First Approach

In an industry where trust is often compromised, our 2,000+ Google reviews serve as transparent proof of how clients truly experience FinEdge’s goal-based investing approach. Unlike curated testimonials, these reviews are public, permanent, and visible to everyone. They cannot be shaped, edited, or hidden, making them one of the strongest and rarest signals of credibility in India’s wealth management space.

Why 2,000+ Reviews on Google Matter

Our business doesn’t grow through aggressive selling. It grows when clients feel confident enough to recommend us to their friends and family. Every review reflects a client’s real experience, and crossing 2,000+ Google reviews shows the scale of this trust, built over years by keeping our focus firmly on client goals, never sales targets.

★★★★★

FinEdge has expertly managed my SIP portfolios for over 13 years. Their team is highly professional, approachable, and demonstrates deep expertise in investment management. They consistently provide high-quality, proactive insights and suggestions for goals-driven portfolio reviews and changes.

★★★★★

1,900+ investors rate FinEdge 4.7★ on Google for goal-based investing and disciplined wealth creation.

★★★★★

1,900+ investors rate FinEdge 4.7★ on Google for goal-based investing and disciplined wealth creation.

★★★★★

1,900+ investors rate FinEdge 4.7★ on Google for goal-based investing and disciplined wealth creation.

What Clients Say About FinEdge1

Hear from FinEdge clients as they share how goal-based investing helped them stay focused, adapt to life changes, and build wealth with confidence.1

Yasser Khan – Investing in India as an NRI

Based in Dubai, Yasser shares how FinEdge helped him invest confidently from abroad through personalized, goal-based planning and disciplined portfolio management.

Yasser Khan – Investing in India as an NRI

Based in Dubai, Yasser shares how FinEdge helped him invest confidently from abroad through personalized, goal-based planning and disciplined portfolio management.

Recognised Beyond Clients

The credibility FinFinEdge has built goes beyond client stories. Industry leaders and publications have acknowledged our bionic model, which blends technology with human expertise to deliver advice that is truly conflict-free.

Radhika Gupta

Radhika Gupta

MD & CEO

“FinEdge's commitment to delivering elite service and their focus on putting clients first, distinguishes them in the industry.”

Avinash Satwalekar

Avinash Satwalekar

President

“The choice for FinEdge was never about ‘Technology or Humans’ but always ‘Technology and Humans’ or Hutech.”

Kalpen Parekh

Kalpen Parekh

MD & CEO

“Customer centric tech platform that enables them to reach lacs of Indian investors, with no barriers of geography.’

Nilesh Shah

Nilesh Shah

President & MD

“Coupled with their top-notch team that provides hyper-customized financial solutions, they set an example for others in the industry.”

Our reviews stand as proof of our unwavering focus on client-first investing. Built on trust, expertise, and long-term discipline, they reflect how we continue to make goal-based investing accessible and transparent for thousands of investors across India and beyond.

20,000+
Clients
1,800+
Cities
4.7
Rating on Google
1900+
Google Reviews

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FAQs –

We are a virtual financial services company and, through our award-winning bionic platform Dreams into Action, we bring together technology and human expertise so that you can invest with purpose. Through our process, you can work towards goals like retirement, kids’ education, children’s marriage, saving taxes, and becoming financially free.
Our investment managers have no sales targets and do not push products. The guidance we give is always in the best interest of our clients and their goals. We currently have 1,500 crores in AUM and over 45,000 crores of goals under management.