One of the leading Financial Advisory Service provider

Our Story

FinEdge Services (erstwhile Crest Financial Services, 2014) was founded in the year 2018 with the sole purpose of providing all-around financial peace to our clients. We understand the financial requirements, objectives, and goals and individually customize a plan that will favour and benefit our clients in the long run. Our knack for creating, enhancing, and preserving wealth drives us to passionately deliver exclusive services that empower our clients to achieve financial security. We are a “client-first” service provider, which means that client satisfaction matters the most to us, and we value trust-based long-term associations with them. Our ethical approach towards clients and best-in-class advisory services for all their financial needs set us apart from others.

  • Our Purpose

    Our purpose is to pave the way for financial peace to prevail in the society through our best-in-class Advisory Services and Financial Solutions handled by a team headed by experts and highly qualified industry professionals.

  • Our Vision

    FinEdge was founded with the vision to bring about financial peace by being a one-step financial service provider to clients. For us, our clients and their satisfaction are the most important. All our services are designed keeping in mind the requirements of our clients. We feel responsible towards the financial requirements of our clients and strive to build life-long associations with them.

  • Our Goal

    Our goal is to empower people financially through our array of services. Although our clientele is primarily based in North Eastern India, we aspire to extend our services to most parts of the country.

Founder

Ram Shah, a frontrunner in the Financial Entrepreneurship in North East, India has experience of over 19 years in portfolio and risk management. He is a Certified Financial Planner (Aumnus of IIM, Calcutta) by profession whose path-breaking initiatives in the finance sector have been driven by his innate desire to provide quality customer-centric financial solutions to one and all in the region.

Co- Founder

Sangeeta Shah, co-founder (Alumnus of Xavier Institute, Ranchi, IIM Indore), MDRT, has been associated with the banking and finance sector for the last 15 years. A doyen in banking operations and financial asset management, she brings to the team the expertise required in financial planning and portfolio management.
Actively managing the team to ensure satisfactory experience for the clients.

Gallery with an Edge