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Who are we?
We are a team of professionals who help you plan out your finances effectively and allocate your investments in wealth yielding avenues. Our forte is designing a portfolio and managing investments without disturbing your present lifestyle. Since 2014, Finedge Services has helped clients nationwide with services that helped them reach their short-term as well as long-term goals.
Why you need us?
A lot of potential investors don’t start their investments for their lack of knowledge or because of a negative experience they had. Don’t let that hold you back from the opportunity of growing your wealth. We don’t promise to change lives but we can help your vision come to life. We are very ethical in our job and always provide unbiased advice.
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SERVICES AT GLANCE
Financial Planning
Proper financial planning is required to help you in meeting your financial goals with proper management of your finances.
Investment Planning
Strategized investments, keeping your portfolio in check, and suggestive periodical asset allocation helps to adapt to the market dynamics.
Mutual Funds
Mutual Fund is an investment instrument that gives your money exposure in the market resulting in wealth creation.
Insurance Solutions
Don't wait for a mishap. Get insured today, sit back and relax! Insurance is a protection plan that covers all your life and non-life essentials.
Retirement Planning
With proper retirement planning, one can live their retired life on their own terms without being financially dependent on others.
Tax Planning
Nobody likes paying chunks of their income for Tax but there are ways to save tax that can help you save tax and feel financially more fulfilled.
What our clients have to say
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