With clients in over 600+ cities and 35 countries, FinEdge is one of India’s leading Financial Planning companies. Using a Goal Based Financial Planning approach, we help our clients fulfil their long term financial objectives (such as a comfortable retirement, accumulation of funds for a child’s education or the purchase of a home). By encouraging them to inculcate the habit of making disciplined, regular savings in high return asset classes, FinEdge has helped thousands of clients create significant wealth since its inception in 2011.
AWARDS & RECOGNITION
Over the years, FinEdge has been recognised by the industry in multiple forums for its 100% conflict free, client centric advice. Some of the awards received by FinEdge include:
Quality Financial Planning Award in North India by ICICI Prudential Mutual Fund
Financial Planning Excellence Award from UTI Mutual Fund
Special Jury Award by CNBC TV 18
Best Practices in Financial Planning by SBI Mutual Fund
Outstanding Contribution in Financial Planning by Birla Sun Life Mutual Fund
ICICI Prudential Chairmans Circle
‘Setting New Benchmarks of Excellence’ by SBI Mutual Fund
FinEdge’s qualified team of financial planners optimize the use of technology to prepare comprehensive financial plans for our clients, and then assist them in making affordable savings towards the achievement of their long term financial goals.
FEATURES OF THE APP
FinEdge believes in providing best in class, cutting edge solutions to its clients to improve their ease of transaction and investment execution. The FinEdge app has been specifically created for use by its clients as a convenient tool to help them monitor their investments. This app has a number of features that make it extremely easy for our clients to stay informed about their investment portfolio performance and also remain on course to meet their long term financial goals. Some of these features include:
Investment Reports: a concise report showing the amount invested (fund wise), the current value and the annualised returns earned. The MF report also provides the user with important metrics related to the mutual funds that they are holding (such as past performance, top holding and asset allocation, among others)
Wealth Reports: an extremely useful report that gives FinEdge clients a bird’s eye view of their holdings across Mutual Funds, Equities, Post Office Instruments, Fixed Deposits, Commodities and Real Estate
Goal Tracking: an on-the-fly report that shows FinEdge clients the exact percentage of their Financial Goals achieved through their investments
Recent & Upcoming Transactions: a highly convenient tool to help our clients keep track of all recent transactions (such as SIP purchases, switches and redemptions) and all upcoming future transactions, such as expiries
Calculators: a unique and functional set of ‘self-help’ tools to help FinEdge clients calculate SIP requirements and goal amounts
We sincerely hope that the FinEdge App adds value to your financial life. For questions, comments or suggestions, please feel free to write into us on [email protected]