FinEdge 2.0.2

FinEdge operates as one of India’s prominent financial planning firms, with a presence in over 600 cities across 35 countries. The firm employs a Goal Based Financial Planning methodology, assisting clients in achieving long-term objectives such as retirement planning, education funding, or property acquisition. Since its establishment in 2011, FinEdge has emphasized disciplined, regular savings in high-return asset classes, enabling thousands of clients to build substantial wealth.

Over the years, FinEdge has garnered multiple industry accolades for its client-centric, conflict-free advisory services. Notable recognitions include the 'Quality Financial Planning Award' in North India from ICICI Prudential Mutual Fund, the 'Financial Planning Excellence Award' from UTI Mutual Fund, and the 'Special Jury Award' by CNBC TV 18. Other distinctions comprise the 'Best Practices in Financial Planning' from SBI Mutual Fund, an 'Outstanding Contribution in Financial Planning' honor from Birla Sun Life Mutual Fund, and selection into ICICI Prudential’s Chairman's Circle. The firm has also been recognized for setting new standards of excellence by SBI Mutual Fund.

FinEdge’s team of qualified financial planners leverages advanced technology to develop comprehensive financial plans tailored to client needs. They actively support clients in implementing affordable savings strategies aimed at realizing their long-term financial ambitions.

The FinEdge app exemplifies the firm's commitment to delivering innovative solutions that enhance transaction efficiency and investment management. Designed for ease of use, the app provides clients with real-time access to their portfolio performance and progress toward financial goals. Key features include:

• Investment Reports: Summaries detailing invested amounts per fund, current values, and annualized returns, along with insights into past performance, top holdings, and asset allocation.
• Wealth Reports: A consolidated view of holdings across mutual funds, equities, post office instruments, fixed deposits, commodities, and real estate.
• Goal Tracking: Dynamic metrics illustrating the percentage of each financial goal achieved through current investments.
• Recent & Upcoming Transactions: An organized record of recent transactions such as SIP investments and redemptions, along with upcoming activities like expiry dates.
• Calculators: Interactive tools enabling clients to determine SIP requirements and estimate necessary goal investments efficiently.

It is our sincere hope that the FinEdge app enhances your financial planning experience. For queries or feedback, please feel free to reach out to us at [email protected].