FINEDGE ADVISORY

Established in September 2011, FinEdge Advisory has emerged as a leading player in the area of personal financial planning. Using a unique “online model” of customer engagement, FinEdge Advisory has managed to garner an investor base in over 200 cities and towns across India. All investments are Goal linked and are done by the investor keeping his long-term goals in mind. Having prepared over 10,000 individual financial plans for clients in the past year alone, FinEdge Advisory is now regard... ed as one of the leading players in the field. Over 40% of our new clients are through referrals from existing clients, which underscores the strength of our proposition and the value of our customer relationships. We have mobilized more than 6,000 Savings/ Investment Plans in the past year, and have been consistently commended for our quality parameters that include unbiased quality advise, client centric approach, high levels of engagement, convenient paperwork and logistics support. In October 2012, FinEdge launched its Corporate Engagement program and conducted Financial Planning workshops for employees of various companies like BMW India, American Express, HCL Technologies, BHEL etc. The company has been successful in creating widespread awareness about the benefits of Financial Planning through these workshops. In the same year, FinEdge also launched its own proprietary Goal tracking platform called GoalStar thereby committing itself to the latest technology and innovative ways for goal achievement and wealth creation.More