FinEdge Goal Based Investing0.0.25 - Google Play

India’s Best Goal Based Investment Platform

We specialise in delivering personalised, conflict-free investment roadmaps through our award-winning investment platform - 'Dreams into Action' or ‘DiA’. Our 'bionic' model provides the best of tech and expert investment managers to offer a collaborative, customised, immersive investing experience.
Our team customises investments through collaboration with clients to ensure that their goals such as retirement planning, child’s education, home purchase etc. become a reality by way of goal-based, disciplined investing. We have received excellent feedback from our clients and it is enriching to see them firmly on track to meet their financial goals.

How does our investing platform help create a generation of better investors?

Joint decision making: Goals are defined collaboratively, with our investment managers engaging with clients and hyper-customising their investments.
Visualization & Measurement: DiA provides real-time tracking of the progress towards goal achievement and also helps investors visualize the compounding glide path of their investments.
Scenario Analysis: DiA incorporates the flexibility to overcome the impact of life events that result in redemption or stoppages of goal-based investments. The impact of future actions like step-ups or lump sum investments can be visualized, thereby keeping the investor’s journey on track.
Behaviour Management: DiA uses technology to transition investors from returns-centric investing to goal-oriented investing. This leads to improved investing behaviour, more resilience, and an exponentially higher chance of goal achievement.

RECOGNITION
We have been recognised by the industry in multiple forums for conflict free, client centric approach as under:

- Special Jury Award by CNBC TV 18 at the Financial Advisor Forum
- Financial Planning Excellence Award from UTI Mutual Fund
- Best Practices in Financial Planning by SBI Mutual Fund
- Setting New Benchmarks of Excellence by SBI Mutual Fund

APP FEATURES

We believe in providing best in class solutions to improve investor experience. The FinEdge app helps clients monitor their investments and has several features to stay informed about their investments and remain on course to meet their financial goals. Some of these features include:

- Investment Reports: A report showing the amount invested, the current value and the annualised returns earned. The report provides metrics related to Mutual Fund investments such as fund performance, holdings, asset allocation etc.
- Goal Tracking: a comprehensive report that shows the percentage of Financial Goals achieved through investments
- Transactions: a highly convenient tool to keep track of all recent and upcoming transactions like SIP purchases, switches and STP transactions
- Calculators: a set of ‘self-help’ tools to help clients calculate SIP or Lumpsum requirements for goal achievement

How are we different from other (DiY) digital platforms?

DIY apps are ‘recommendation’ focused whereas DiA is ‘journey’ focused. Most DIY platforms use algorithms that recommend investments based on past returns, leading to misplaced investor expectations. Due to this, DIY apps help you get started - but do not help you remain invested and create wealth over the long term. DIY apps are like financial supermarkets and they do not foster the right behaviours that help investors create long-term wealth.
DiA, on the other hand, is not a financial supermarket but a collaborative investment platform that is process-led and focuses on the right behaviour of investing. With DiA, Investment Managers and investors work together and co-own goals. DiA is built for investors who want to ‘invest with purpose’ for their important life goals and are willing to be disciplined and committed.
Download this app and experience the difference between investing and Investing with Purpose! Contact us: info@finedge.in Website: www.finedge.in