IGI Logo

New Delhi: Acting as a lighthouse for investors to tread in troubled waters, one of India’s leading digital wealth management and goal-based investment companies, FinEdge, has been filling the ‘investment gap’ presented in the financial market through its unique proprietary platform, DiA (Dreams into Action). With DiA, the company is disrupting the investment management landscape of India by solving the five-pronged, complex problem that ails the industry today, i.e., Relationships, Profitability, Scalability, Retention & Behavioral Investing.

Today, many young adults are experiencing stress when it comes to taking responsibility for their finances and planning for the future. This is because most people lack the skills, knowledge, and confidence to do so. Despite this, the post-pandemic period has witnessed an unprecedented surge in unadvised investing in speculative assets like futures and options, crypto and speculative share trading, and even direct plans of mutual funds, which eventually leads to the erosion of their hard-earned capital. Investors are now waking up to the importance of the management of investment behaviour to create wealth. Considering this, FinEdge built DiA. 

DiA is a one-of-a-kind investing platform that is disrupting the way people approach their financial goals. This investing platform is based on the innovative concept of "co-browsing" for goal planning and ongoing investment management. It keeps the investment manager at the heart of the proposition, and instead of handing the steering wheel over to the client – it enables investment managers to deliver live, collaborative, and customized experiences for every client at every step of their investing journey. This approach addresses a range of problems faced by the industry, including how to keep clients aligned with their financial goals over the long term, through life events and market cycles. Unlike most wealth management alternatives, which are often simply goal-setting exercises designed to sell products, DiA brings clients and investment managers together for conversations whenever transactions or life events occur, ensuring that goals are kept top-of-mind and that investment decisions are aligned with those goals.

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”.

Above views are of the author and not of the website kindly read disclaimer