FinEdge: Plan. Invest. Achieve

FinEdge is an AI-enabled, expert-led investing platform that helps you make better long-term investment decisions around your goals, life and financial context. With FinEdge, you work with a dedicated Investment Manager who understands your goals, existing portfolio and investing journey. Supported by a structured process, proprietary technology and AI-enabled decision intelligence, you plan, invest, review and adapt over time. One continuing relationship. One connected investing journey. FinEdge helps you: • Plan around meaningful financial goals • Review your investments and mutual fund portfolio • Build goal-linked investment strategies • Understand investment choices and trade-offs • Track progress towards your goals • Review and adapt as circumstances change • Work with a dedicated Investment Manager over time Goal-based investing, not product-led investing At FinEdge, investing begins with a simple question: What are you investing for? The right next decision isn't always to invest more. Depending on your situation, the appropriate next step may be to invest, continue with what already works, wait for greater clarity, preserve liquidity, reduce debt or take another financial action first. Dreams Into Action The Dreams Into Action (DiA) platform makes investment planning simple, collaborative and behaviour-focused, helping you stay invested through market cycles and work towards your investing objectives with clarity and purpose. Human expertise, strengthened by technology and AI FinEdge combines a dedicated Investment Manager, a structured investing process, proprietary digital platforms and AI-enabled decision intelligence. Technology and AI help organise information, strengthen context, improve consistency and support better-prepared conversations. Human judgement remains central. Technology and AI support the process. They do not replace accountable human judgement or independently make investment decisions for you. Mutual fund investing with purpose FinEdge supports goal-based mutual fund investing as part of a broader investment journey. Depending on your goals and requirements, your journey may involve: • Systematic Investment Plans (SIPs) • Systematic Transfer Plans (STPs) • Systematic Withdrawal Plans (SWPs) • Goal-based investment planning • Mutual fund portfolio reviews • Asset allocation and portfolio structuring • Retirement planning and long-term wealth creation Built for long-term investors Markets, life and goals can change. FinEdge helps keep your investing journey connected so decisions can be reviewed and adapted thoughtfully rather than reactively. Built on experience FinEdge has helped more than 21,000 investors across 1,800 cities build and manage their investing journeys, with more than ₹1,600 crore in assets under management. FinEdge currently has more than 2,000 publicly visible Google reviews with an average rating of 4.7. These reviews are independently hosted on Google and reflect client experience, responsiveness and long-term relationships. They are not a guarantee of investment outcomes. FinEdge's approach to wealth management, technology and goal-based investing has also received external recognition, including: • WealthTech of the Year at the BW Festival of FinTech 2026 • ETBFSI FinNext Awards 2025 for Innovative Wealth Planning Tools, recognising FinEdge's Dreams Into Action platform • The FinEdge bionic investing model featured as a case study by the IIM Calcutta Case Research Centre At FinEdge, we are committed to providing the clarity, guidance and discipline needed to help you stay aligned with your financial goals and make informed investment decisions over time. FinEdge is an AMFI-registered Mutual Fund and SIF Distributor under ARN 83676. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully.