FinEdge Goal Based Investing
FinEdge Goal Based Investing Summary
FinEdge Goal Based Investing is a mobile Android app in Finance by FinEdge. Released in Aug 2016 (9 years ago). It has about 14.8K+ installs Based on AppGoblin estimates, it reaches roughly 249 monthly active users . Store metadata: updated Aug 16, 2016.
Store info: Last updated on Google Play on Aug 16, 2016 .
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App Description
A powerful app to view investments and track your goals!
Invest with Purpose. Build Wealth with Experts.
FinEdge helps you turn life goals into actionable investment plans. Whether you're saving for retirement, your child’s education or long-term wealth creation, FinEdge combines expert guidance with powerful technology to keep your investments aligned and on track.
With clients in 1900+ cities and over 90 countries, FinEdge has become a trusted partner for investors who value structure, transparency, and personalized planning.
What You Can Do with FinEdge:
Start SIP Investments in Top Mutual Funds: Invest monthly in mutual fund plans tailored to your goals and risk profile.
Define and Prioritize Life Goals: From retirement to children’s education — build your plan around what truly matters.
Get Expert Support Through Our DiA Platform: Dreams into Action blends digital efficiency with real investing experts.
Track and Review Your Progress: Receive timely reviews and behavioral nudges to stay disciplined.
Avoid Mis-Selling and Commission Bias: Our investment managers have no sales targets — just your goals.
Who It’s For:
Working professionals building long-term wealth
Parents planning for children’s future needs
NRIs investing in India with a structured process
Anyone looking for goal-based investing backed by expertise
Why FinEdge is Different:
Goal-Based Investing First: Every plan is linked to real-life goals, not product performance.
Mutual Fund Experts: SIP recommendations grounded in purpose, not speculation.
True Wealth Management: Ethical, process-driven advice without product pushing.
Trusted Across Borders: Thousands of clients globally rely on our conflict-free, personalized support.
Bionic Advantage: A unique human + tech model that delivers clarity and value to investors.
Industry Recognition:
“FinEdge's commitment to delivering elite service and their focus on putting clients first, distinguishes them in the industry. Their consistent growth speaks about their dedication and the trust they've earned from their clients.”
Radhika Gupta
MD & CEO – Edelweiss Mutual Fund
“I congratulate FinEdge on its remarkable journey, truly making its mark in the financial world. Its unique 'Bionic' business model brilliantly blends human expertise with cutting-edge technology, enabling a more efficient, personalized approach to investing.”
Nilesh Shah
Group President and Managing Director – Kotak Mutual Fund
“The choice for FinEdge was never about ‘Technology or Humans’ but always ‘Technology and Humans’ or Hutech. This unique ‘Bionic’ business model christened as 'Dreams into Action (DiA)' investing platform, was a perfect answer for building a scalable, conversational, and personalized goal based financial planning culture in the country.”
Avinash Satwalekar
President – Franklin Templeton
Awards Received:
Award for ‘Innovation in Investing’ from Franklin Templeton
Special Jury Award at the CNBC TV18 – The Financial Advisor Forum
Financial Planning Excellence Award from UTI Mutual Fund
Award for ‘Best Financial Planning Practices’ by SBI Mutual Fund
Download FinEdge and take the first step toward investing with clarity, structure, and purpose — guided by experts who work for you.