Finedge India Review

Great experience with FinEdge till now. Suggesting good funds by very professional and skilled executive.

FinEdge as a financial advisor have given me proper detailed insights about my financial goals and ways to achieve it.
They have good managers who takes care of your investment portfolio and keeps you updated about market scenario.

It's all virtual, spoke with Aditi from FinEdge over phone and she convinced me to start saving. I am a small investor, investing just Rs500 per month. But she always extended the courtesy, politeness and professionalism in her approach. To be honest, I don't even open the report she sends monthly. It typical Indian belief on her and FinEdge.

I am associated with FinEdge since 2019. Team of advisor are very well-behaved, listen to requirements patiently, clear doubts & help setting goals. I am very happy to continue my journey with you guys.
Recommended to few of my friends, they are also have the same feedback.

Keep it up guys

Value the customer but very much disappointed with fund suggestions provided.

My experience with Finedge is excellent. Financial manager is always helpful and tried to provide appropriate Financial consultation. I would also like to inform top management that They should try to retain your all intelligent and cooperative managers as in last 3 years, my 4 financial managers have been changed. Please take care. I would also like to mention that your App is excellent.
Regards.
Anil Bhardwaj

Great experience with FidEdge, they are genuine and provide solid guidance based on your goals and capabilities. Only drawback is they are restricted with Mutual funds, it will be good if they get into Share market as well.

I really like the professionalism and prompt responses from my fund manager. I feel comfortable that my funds are in safe hands.

From the time I am with finedge it's been really great although I am in financial crisis I got my money back on time and this makes a good trust to reinvest once am back with new job. Thanks all who have been if great help. Hoping great support in future as well.

It's been a year working with them and to be honest I never felt much confident about my investment. And very good customer service and they have been very supportive right from day one. Overall awesome experience.

So far overall experience with FinEdge is very good. Fund/ Account Managers assigned to account are responsive and open for suggestions. They are proactive and, always keep me up to date for all market movement. At the same time FinEdge mobile app is very good and easy to use. They should add more security to mobile app like two factor authentication or OTP.

Five stars say it all. Harshit's advice was very convincing and logical. I am going to stick with this team for a long run. GOOD show guys, Bravo!

Staff is very cooperative and advice is generally non bias and neutral...most of the time intention is to educate prospect on mutual fund concepts...all the best to Team FinEdge and keep it up!!

Finedge guided me well to choose my investment options based on my future expense needs. Funds also gave good returns. Staffs are friendly and well educated. Happy that I chose Finedge!!

Undoubtedly it's one of perfect decisions to be with them. In a very short period of around a year, they given me wonderful experience to believe that I am with perfect consultants. They are quite supportive as well as experienced professional. I am able to see easily the growth of my small small investment over the period. I strongly recommend to connect them if you are really looking for right people, right plateform to develop your saving into Big corpus with help of Helpful advice. I am always thankful for them

I started with FinEdge in year 2013 and still continuing, setting up the goals and kick started the race to achieve the target. FinEdge is always there to support since after. Mobile app is easy to track the portfolio.
Wish you all the best..

It's an amazing experience with FinEdge.. They properly understand our future goals/Target alongwith our present income and outgo and then prepare a fruitful portfolio. That cover all expenses and future need and further how to achieve future goals through suitable SIP investment.
Team is very cooperative and having good market

Great experience. Nice staff. Gives full support, dependable.

Dealing with Finedge gives you a feeling that you are dealing with professionals who know their job pretty well.
This is more so because it involves my hard earned money.
Great, keep it up guys

Extremely satisfied with the professional approach of FINEDGE and especially the financial advisors. I'm a customer for more than 6 years and despite changes in the advisors, the quality of support or the promptness of response has been exemplary. Would strongly recommend FINEDGE to people who are thinking of Financial Planning for a secure future

Finedge is a one of the finest firm when it comes to managing your investment. The professionals are highly qualified and not only manage your funds well but keep a transparent and regular communication about your funds and their performance. It aims to align your funds with your goals and consistently check for any gaps. It has made a big contribution to my investment decisions. I would highly recommend it s services.

I am with finedge more than 6 years the people are very knowledgeable , helpful , good and hardworking and relation with finedge is not only matter of profit it is the matter of trust also.

PERFECT FINANCIAL ADVISORS ,GIVE GOOD FINANCIAL ADVICE AND TAKE CARE OF OUR HARD EARNED MONEY.

I joined this group through credit card and it helped me to categorize my goals.I have invested a good amount of money through SIP Mutual funds and their report is so accurate. I have already referred a friend of mine and he is also happy with finedge. Great work guys!

The service quality is excellent and the executives are well trained. Even with transitions, the service remains at the same standards.

I came to know about FinEdge through one of my friend.. Let me share my personal experience with FinEdge..Since 2017 to till date they have guided me in a very professional way.. First of all they will understand the whole current financial status of the personal and based on the goals and the time horizon they will suggest the Mutual fund schemes which is the best part & I liked the most viz children's education, marriage ,planninge etc.I don't feel the other competitors have this edge in the market..Their web platform is also very intuitive and the reports can be generated based on the dates of investment dates and also financial year's
wise also.. Even the individual Managers allocated to the personal are very punctual,patient and suggest suitable and best Mutual Fund schemes..I wish the top Management and whole Finedge team members a very best of luck and continue to provide with the high quality services to the customers in the long run.. ThnX

Well researched advice, well established professional team and well orchestrated cordial service!

I have a great experience with Finedge managing my finances. They are highly professional people. They help identifying and prioritizing your financial goals and help you invest in very systematic manner to achieve those goals. They periodically review the goals and progress and make required adjustment. Highly satisfied. Recommended..

Service is good. Their advisor, Diwakar is professional and very helpful.

Finedge has been a great advisor and they ensure to take care of investment. Sometimes when you think differently they consider your views and shape their advice accordingly. Personalized services is best part of this company.

Excellent services hassle free.
Recommended.
Save now enjoy later.
Sensible portfolio management advice.

First of all thanks to my brother in law for recommending me to Finedge. Its been 5 long years with them and still continuing. Till today I have no problem whatsoever ever as they are professional and always there has been a very good interaction with the advisor at difficult times. They are very knowledgeable and do assist in opting for good funds in achieving our financial goals. What I like the most is they interact with us when the markets crash and build the confidence in us which is very important. Keep up the good work guys. I do really want to thank Surabhi who is my advisor in assisting me to build my finances.

No doubt that they provide incredible financial services. I strongly recommend one to try their services. There will be awesome response from their side. Undoubtedly you can trust them. Often sometimes they are more attached to save money rather than to use it.

Associated with Finedge from 2016 onwards and so far things are good. Guidance with right information is always provided to me.
Looking forward for long term assosiation.

Very professional and friendly and also very knowledgeable. They are ready to provide any service at request and are very prompt and approachable. The only problem that I have found is that the advisors keep changing within a period of 1 to 1.5 years. I got in contact with them when I had registered for a call back from one of the mutual fund companies. They had sent me the required documents for registration and also arranged for the pickup. Overall it was great to have them as advisor for my investments.

So far so good..have got good profile..thanks to finedge and its suggestions. Haven't tried the risky waters yet.. but soon.

I am quite happy to share my experience with Finedge and I would like to say many many thanks from my core of heart about X-Lent follow up and need base guidance as per situation which gives Economic and mental satisfaction which convert in your Goals achievement.Oncr again thanks Finedge for your valuable advice.

associated with Finedge from 2015,very good service.

Till now have got very nice support and behaviour apart the financial consultant is also good in advising....I was sceptical in investing in mutual funds but after interacting with Ria Anand I am confident and looking forward as well in some more really good financial planning with her support

I accidentally came in contact with FinEdge some 4 years ago and when I look back now, it was one of the best things happened for me and my finances. I was very sceptic before getting involved with a financial firm because I had heard stories about hidden fees, undue pressure, too much intrusion, and bad investment suggestions about various other firms. But my experience till now has been very positive and extremely professional. I hope they stay the same in terms of their values and customer experience.

This is good place to invest your money for future profit.. Keep up it up.. All the best..

The team is capable & understands customers requirements. They are fully aligned & help in wealth creation.
They team is qualified & has tools/framework to define & achieve long term objectives.

Best professional team best professionally advice..

Investments are Professionally taken care with trusted experts.

I am very happy with the advice's given by FinEdge for choosing the best mutual funds from the market as per my investment goals, my portfolio consistently giving more than 24% return from past 3 years

Good professional service..Advisors are knowledgeable and help In managing the funds

Highly recommended for financial planning of anyone's future goals. Good financial planners to help you with any of your doubts regarding SIPs. Web and mobile app based interfaces to keep you in track with your investments and returns... Kudos to the team :)

They're very professional and prompt. in last 2 years all their suggestions came good for me.

With little knowledge I stepped into the market but my advisor takes the entire burden for me. Thank you. These people are very good to deal with

FinEdge has expertise experience for lots of Investment option with accurate understanding to diversify our portfolio. One Most important think is, we get reviews on our investment on time and suggestion to tackle that as well.

1. The entire team is highly professional.
2. Their market prediction is quite true.
3. Always available for any task.
4. Good show keep it up.

It s been five years now I am associated with Finedge
My experience so far is quite good as consultants I got aligned to are quite responsible and responsive they are always ready with input and recommendations for situation you are dealing with

Thanks team

I have been receiving guidance from this firm for the past so many years and all I can say that its been great going till now. Right from my early career days to wedding plans to current post marriage savings for future, its the bonding with the customer to understand their needs that goes a long way in making FinEdge a true financial advisory partner for life...Keep it going!

Great service and i really like the way advisors talk with us. Their advise in detail is commendable.

It has been wonderful experience getting service from FineEdge. They are handling my portfolio since last 6 years. The staff members are well dedicated and fully equipped with market knowledge and guided me to maximize my profit. Their advice and suggestions regarding any investment are really remarkable.
Good part is they keep on monitoring yours investments and send you the reports.

Provides Professional Service and Guidance for Market Investments.

Out investment in right track and right company it nice to opt

services are very personalised with a lot of warmth and grace, patience is a great virtue of theirs in explaining the details, and most certainly their advices have resulted very favourably ...

I am their client since four years now, they are quiet professional, responsive and co operative.
They do have good knowledge about finance market and help you in right investments.

I started my association with FinEdge 3 years back and completely happy with their service. They have made my investments extremely easy. They have periodic reviews of the portfolio and come up with right suggestions. Would definitely recommend others to use their service.

I am taking FinEdge services form year 2016. This is one of the best financial services company I came across. No doubt you have best advisors team which will suggest the best advice to fit in as per your requirements. I am very happy to continue my journey with you guys. Few of my family members and friends are also have the same feedback about your services, they are happy. Keep it up guys
Thanks again for everything

Thoroughly Professional in the way how they go about suggesting on investment proposals. Totally trustworthy.

Investing with FinEdge is Good experience to me. They are sincere which gives me please. They regularly contact customer is good sign for Investors.

It has been a good experience dealing with Finedge and the professional support provided by them.

I was not aware of mutual funds benefits till FinEdge approached me with financial goal and gave me investment planner based on my current income I am now a relieved person with better clarity on my finance situation.

I wish FinEdge more success in making people aware of the benefits on investment in mutual funds

Excellent service. Have been their customer for over a year now and very happy with the performance and responsiveness. Thank you Monika Garg - my Financial Manager and the entire FinEdge team.

A good friend who helps to achieve your financial goals... Unbiased advised and timely response makes Finedge stand out.

It was a very good experience with FinEdge. My Financial Planning Manager helped me in understanding my goals and plan my funds accordingly. The current unstructured allocation of my funds are now better off. The co-ordination of paper work was also quite good without any hassle. I am quite happy with the interaction and it made me understand the available plans.

Finedge provides me very good services , any time help either by call or by mail, response time is quite fast.

Been investing with the firm since 2015 and only have positive snippets to share of my journey so far... exceptional services being offered, both the site and App are user-friendly and content driven, excellent work by Customer relationship managers possessing well crafted soft skills...Kudos to the team behind the firm.

I have been investing via Finedge for more than 5 years now. They really try their level best to support their clients. Whenever you want can easily get in touch with your assigned person. Therefore it's a great experience and hopefully can continue this way.

I have been using Finedge for two years now and have found them to be genuinely interested in your investment goals. They offer the right advice at the right time even when the markets are down. I am really glad to have got in touch with them and manage my retirement account through them.
Strongly recommend them for anyone looking to create a retirement goal and a plan to achieve it.

I am very new in investment. The way FinEdge help me to understand the policy and the benefits was great and also the the type of service they provided was also awesome.

Right now I can not give any feedback about the profit and loss however what feedback I received from my friends was enough to allow me to invest in FinEdge.

Thanks,
Ravi

Managing my investment portfolio for last 7 years and I am happy with the services so far.

FinEdge proved to be the ultimate solution in managing finances and helping us achieve our goals. A dream come true. Dynamic people, very humble, at your assistance anytime you get in touch with them. Over the past few years, we have and are relaxing in our chairs without being tensed and have full faith in them. A million thanks to FinEdge Family.

I have been associated and got good advisory from finedge for the past 2 years. Its been good and had really good advisers through my journey. Had a decent returns and the market study the advisers do and recommend investing on the best performing funds. Happy to have got introduced to finedge. I think i did a wise thing investing with them.

Great help in Financial management. Professional approach with ready advices.

It's very supportive and very responsive. Very professional.

FinEdge has been an excellent company to invest in. They seem to really care about their clients, giving them individual attention and designing their portfolio specifically based on their needs.

Finedge has been my financial advisor for a year and during that time I have been very impressed with their outstanding advice and service. Each client will be allotted with personnel advisor who will guide you in Mutual Fund investments, and provides tailored advice for your investment goals. I am really happy that i learnt many things from Financial Advisor (Komal Singh) and I strongly recommend Finedge for those who are new to mutual fund investments.

Great place to start financial planing. Service is great and people are humble. I am engaged since last 8 yrs and happy to be with Finedge.

I have been with them for over 5 years now and have always trusted their advice. They are really trustworthy & professional and provide excellent advice and suggestions for investments.

A very good financial advisor company for all my needs

FinEdge is very good financial Consultant. Time to time advisory make me more update and comfortable on my fund.
Thanks FinEdge....

For a pensioner it is so important our funds are preserved and nurtured so we can continue to live the life we planned and worked so hard for. FinEdge not only wisely advised us how to increase or nest-egg a few years before we retired, but has continued to advise us so we have been able to maintain our initial amount.
Better they have given us enough 'profit' to travel extensively. They are daring when they need to be, conservative when they need to be, and the best is, they explain it so lay people can understand the ups and downs of this sensitive and volatile market. Its is so comforting to be able to 'learn and earn' when you have stopped earning.

The people are humble, friendly and help you in managing investments in a manner best suited to you.

Great advisory but still scope of improvement in fund recommendations!

Very nice knowledgeable advisers. Investing using their advise for the last 2 years. Good results.

Associated with Finedge since last 4+ years.. And my experience has been very satisfying with All four mangers. They hv really guided my investments very skillfully n could reap the advatange of investment even in this short period as per my needs.. Big thanks to u all

I have been taking their service for the past 5 years, they are very good in understanding your risk taking ability and providing perfect portfolio. Also all the Financial advisors whom i have interacted with were sweet and excellent. My current Financial Advisor - Ms Harleen is quite proactive and sweet person. A firm for all the Investor.

I received a call from one of the advisors from FinEdge one fine day. The advisor was very polite and was thorough in with financial knowledge. The advisor provided me with an astute understanding of how my finances can work; what's working, what's not. How we can channelise our money to meet our financial goals. They have a fine step by step procedure so that finances tread on a correct path and manner.

Highly recommended for anyone who has any long term or short term goals, tax management and related services. Go for it!

Offers value services and guide the client/customer in an organized flow.

I have stayed invested with FinEdge for almost 5 years now and like the investment strategies they suggest. I have seen a CAGR of around 14% for my entire portfolio.

Unlike traders or company affiliated agents, they don't recommend products since it is new. Their approach is to find the right kind of SIP based long-term investment based on the different life goals.

If you are a busy professional and don't want to be bogged dow into constant monitoring of your investments, FinEdge would be a very good institution to use for channeling your saving.