A wealth creation platform for making your money work for you.

iphone-mockup

Conflict Free Advises

We are very good at what we do, Get expert advise based on your needs.

Goal Based Investments

Investment without goal, is like travel without destination. Your goal is our Responsibilty.

Convenient Transactions

We offer secure and convenient transactions with your UPI, credit and debit cards.

I just wanted to say thank you for the time and energy you put in to making a financial plan for me. I found them to be very knowledgeable & sincere people.

Prashanth Kumar, Chennai

I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in client’s needs, circumstances, and preferences.

Rohit Agarwal, Mumbai

Wealth Planner team is really good at being transparent and helpful. There were frequent mailers from Fin Edge team about the regular updates on Market Situation, My Portfolio Status and Suggestions

Dheeraj Sharma, Indore

A Plan for every Investors Needs

Minimal risk and High return plans for you and your family.

Resident Indian

₹5,000 / year

Insurance Planning

Investment Planning

Goal Based Written Financial Plan

Portfolio Construction for individuals

Child/Children Higher Education Planning

Assist in Buying Mutual Funds (Direct Plans)

Non Resident Indian(NRI)

₹7,500 / year

Insurance Planning

Investment Planning

Goal Based Written Financial Plan

Portfolio Construction for individuals

Child/Children Higher Education Planning

Assist in Buying Mutual Funds (Direct Plans)

Contact us to fulfil your Financial Goals Today.