FinEdge, a Gurgaon-based digital wealth management platform, has crossed the ₹1,500 crore mark in Assets Under Management (AUM), strengthening its position as a leader in goal-based investing. The milestone reflects the company’s rapid growth in a sector where transparency, trust, and technology-driven solutions are increasingly shaping investor choices.
The platform, which serves over 20,000 clients across 1,800 Indian cities and 90 countries worldwide, also manages investment goals worth more than ₹45,000 crore. FinEdge said it will now aim to reach ₹10,000 crore in AUM by 2030.
Building a client-first model
FinEdge was established to challenge traditional wealth management models, which often prioritise profitability and sales over client outcomes. The company has developed a “bionic” business model that combines digital tools with human expertise, ensuring that investors’ financial goals remain at the centre of the process.
Its proprietary Dreams into Action (DiA) platform is central to this approach, offering clients the ability to set financial objectives, create actionable investment plans, and track progress with discipline. Unlike many conventional players, FinEdge operates without sales targets or cross-selling requirements, enabling advisors to act in the sole interest of clients.
Growth trajectory
The company’s journey has been marked by steady but accelerating expansion:
2012–16 (The Grind): It took nearly five years to achieve the first ₹100 crore AUM, a period the firm describes as crucial for building resilience.
2016–20 (The Build): An additional ₹400 crore was added, bringing the total AUM to ₹500 crore.
2020–23 (The Rise): The firm crossed ₹1,000 crore, adding ₹500 crore in just 33 months.
2023–25 (The Scale-Up): FinEdge’s fastest phase to date, with ₹500 crore added in just 22 months, taking total AUM to ₹1,500 crore.
The firm also processes more than ₹18 crore in monthly systematic investment plans (SIPs), a sign of the growing investor preference for disciplined, long-term wealth creation strategies.
CEO’s view
Harsh Gahlaut, Co-founder and CEO of FinEdge, described the latest milestone as a reflection of client trust.
“Crossing ₹1,500 crore in AUM is more than just a number; it represents the aspirations of thousands of families who believe in us,” Gahlaut said. “With our ‘Dreams into Action’ platform at the heart of what we do, we remain committed to making wealth creation a transparent, personalised, and purpose-driven journey.”
He added that the company’s mission is to help investors set clear goals, remain disciplined, and achieve lasting financial success.
Recognition and outlook
FinEdge’s work has been recognised with several industry awards, including the Economic Times BFSI FinNext Award for its DiA platform. The company remains bootstrapped, operating from a single office in Gurgaon with a lean 50-member team.
Looking ahead, FinEdge has set a bold target of reaching ₹10,000 crore in AUM by 2030. The firm said it would continue focusing on its client-first philosophy and digital-first execution to expand access to high-quality wealth management for Indian investors both in India and abroad.
