Business Description
Aligning goals to your investments makes it 300% more likely for you to meet them. Finedge uses a high-level technology & review platform along with our proprietary goal report so that you’re always on track to meet your goals. Finedge designs your optimal split between equity & debt funds, based on a combination of your unique situation & leading market indicators. The asset allocation is closely monitored to create the right balance of risk vs return for your portfolio. We draft a detailed investment plan based on your comprehensive discussion with your Financial Planner; this serves as a critical roadmap for meeting your life’s objectives & provides absolute clarity on your investment purpose.
