FinEdge’s DiA platform creating avenues for wiser investments

Speaking about the benefits of DiA, Harsh Gahlaut, CEO of FinEdge, said, “While building this platform, we understood that investing cannot be learned in theory, and investors typically do not do very well over the long run when they are unassisted. Joint & informed decision making is critical along with process, discipline, convenience and the management of investing behavior. FinEdge & it’s DiA platform are unique in providing all of this – wrapped together in a single platform. FinEdge, through its unique business model and ability to scale, is now on the path to create a generation of better investors who have a much higher chance of creating long-term wealth. We aim to become the largest digital wealth management company in India in the years to come”.

FinEdge’s DiA business model works on four major parameters: 

Relationships: DiA helps in building exceptionally strong relationships with clients through hyper customization, inbuilt algo’s track client engagement, client relationship scores and multiple parameters to strengthen relationships and is a guide for advisors to manage relationships better 

Scalability: This platform ensures uniformity in the quality of advice, provides quick learning for new investment managers, and being a virtual collaborative platform replaces physical meetings and allows infinite geographical reach leading to the ability to scale up quickly and infinitely 

Retention: DiA as a platform ensures that clients become “goal focused” rather than “returns focused” by working as a catalyst for building trust by increasing perceived value addition to clients and provides tools for audits and check to ensure quality and process sanctity. One of the major reasons for client attrition is the break in their investment journeys due to market cycles. This is where FinEdge’s ability to manage behavior plays a pivotal role.

Profitability: DiA allows seamless digital transactions, reporting and investment management and ensures complete wallet share of the client and drastically reduces attrition. DIA is 100% digital with zero paperwork from the onboarding stage till throughout the client journey and allows investment managers to leverage relationships to generate referrals and drastically reduce the cost of acquisition. While the business model is retail focused, profitability comes from scalability and infinite geographical reach.

FinEdge came into existence to solve the core problem of the “investment gap” in India. FinEdge was among the first in the country to deploy digital financial planning as a business model. The company has remained steadfast in their core belief that technology alone (without human expertise) cannot solve the behavioral problems related to investing – and therefore cannot lead to long term wealth creation.

About FinEdge

FinEdge came into existence in the year 2011 with an aim to solve the core problem of the “investment gap” in India. It is a tech-enabled wealth management and goal planning platform. The platform is the first in the country to deploy digital financial planning as a BIONIC business model. FinEdge ensures that they reach demographics and geographies, provide a convenient, low-cost – high-quality, process-driven, goal-oriented, wealth creation platform to their clients. By Keeping their objective of ‘Investing with Purpose’ at the center of their strategies, they have created a vast network of clients across 76 countries and 1200 cities.

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