Headquartered in Gurgaon, FinEdge is one of the country’s leading Financial Planning companies. Our mission is simple – to put as many people as possible on track to meet their important Financial Goals (for example, their Child’s Education, a Home Purchase or a Comfortable Retirement) by helping them invest their money wisely, simply, smartly and efficiently.

Finedge has made thousands of Financial Plans for individuals in more than 400+ cities in the country. Our expertise in Financial Planning has been acknowledged by clients and the industry (we have been consistently awarded for our financial planning process). Through implementation of the goal based financial plans we currently have in excess of 20,000 + monthly SIP’s and over Rs. 200 crores invested through Finedge.

A nominal transaction charge of Rs. 150 for first time investor and Rs. 100 for repeat investors is levied. In case of SIP’s, this amount is divided into four equal tranches running from the 2nd to the 6th instalment.

We recognized that there’s a burgeoning need among India’s populace for quality, conflict-free Financial Advice. In the past few years, many clients have suffered in the hands of so-called Advisors who provide conflicted advice that is commission-motivated. A study conducted by Indira Gandhi Institute of Development Research in 2013 estimated that the losses borne by clients due to mis-selling of life insurance products alone, in the 8 years prior to FInEdge’s inception in 2012, totalled Rs. 1.5 lakh crore. To fulfil the need for trustworthy advice, FinEdge was set up with the singular intent of helping thousands of Indians achieve their long-term financial objectives by investing affordable sums of money into low-cost, high quality, high growth potential investment products.

FinEdge is not a “Robo Advisor”, but a first of its kind “Bionic Advisory” platform. With FinEdge, your investment advice will be provided by a qualified individual who has years of experience in managing investments for clients. Simultaneously, FinEdge leverages high end technology to ensure that your investment experience is seamless, convenient, and not time consuming. In other words, we combine the human touch with high end systems and processes to deliver a superior investing experience to our clients.

Research has indicated that most investors are ill-equipped to invest directly into securities such as stocks and bonds. Armed with less than adequate knowledge, they often tend to repeat the same mistakes over and over again, incurring losses in the process. As they say – “a little bit of knowledge is a dangerous thing!” Mutual Funds, on the other hand, are managed by professional Fund Managers who have decades of experience in the securities markets. They have a wide variety of categories that cater to all kinds of investors with different risk tolerance levels and time horizons. Currently, the total pool of investments managed by Mutual Fund companies in India exceeds Rs. 16.5 lakh crores.

FinEdge takes great care to ensure that your investments are made in line within the bounds of your risk tolerance levels. However, it’s vital to know that the very nature of securities markets can often lead to irrational price fluctuations in the short and medium term. Equities are especially prone to volatility. FinEdge recommends all its clients to carefully understand both the rewards and risks associated with making investments into Mutual Funds. Our Advisors also ensure that all your investments are in line with your preferred time horizon. These checks and balances greatly increase your chances of earning returns over the long term.