FinEdge Crosses ₹1,500 Crore AUM Milestone, Reinforces Leadership in Goal-Based Digital Wealth Management

With 45,000 Cr of future investment goals under management, the company sets its sights on ₹10,000 crore AUM by 2030

India, September 16, 2025: FinEdge, India’s leading digital wealth management and goal-based investing platform, has achieved a significant milestone by crossing ₹1,500 crore in Assets Under Management (AUM). With more than 20,000 clients spread across 1,800 cities in India and 90 countries worldwide, this accomplishment highlights FinEdge’s rapid growth and its commitment to transparent and purpose-driven wealth creation.

Founded to solve the long-standing paradox in wealth management, where profitability often takes precedence over clients’ investment objectives, FinEdge has pioneered a bionic model that blends personalisation, technology, and expert guidance to deliver meaningful investment outcomes.

The Growth Milestones:

• 2012–16 (The Grind): Nearly 60 months to achieve the first ₹100 crore, building resilience.
• 2016–20 (The Build): Added ₹400 crore, taking AUM to ₹500 crore.
• 2020–23 (The Rise): Crossed ₹1,000 crore after scaling another ₹500 crore in just 33 months.
• 2023–25 (The Scale-Up): Fastest phase of growth, adding ₹500 crore in 22 months to touch ₹1,500 crore.

Commenting on the milestone, Harsh Gahlaut, Co-founder & CEO of FinEdge, said:
“Crossing ₹1,500 crore in AUM is more than just a number; it represents the trust and aspirations of thousands of families who believe in us. With our ‘Dreams into Action (DiA)’ platform at the heart of what we do, we remain committed to making wealth creation a transparent, personalised, and purpose-driven journey. Our mission is to empower every investor to set clear goals, stay disciplined, and achieve lasting financial success with confidence.”

FinEdge focuses on helping clients achieve their long-term financial goals. FinEdge manages 

over ₹1,500 crore in assets and processes more than ₹18 crore in monthly SIP investments. The value of future goals under investments by their clients exceeds 45,000 Cr.

Unlike traditional firms, it operates on a client-first model with no sales targets or cross-selling, ensuring all recommendations are aligned in the best interest of the investor.

The company’s innovative approach has been recognised with several industry awards, including the Economic Times BFSI FinNext Award for its proprietary Dreams into Action (DiA) platform. By combining technology with human expertise, DiA empowers investors to establish financial goals, develop actionable plans, and track progress with discipline.

Looking ahead, FinEdge has set an ambitious target of reaching ₹10,000 crore AUM by 2030, continuing its mission to expand access to quality wealth management for Indian investors worldwide.

About FinEdge: FinEdge is a tech-enabled wealth management platform committed to conflict-free, purpose-driven investing. Through its proprietary ‘Dreams into Action (DiA)’ bionic platform, FinEdge combines technology with personalised financial expertise to help clients achieve their long-term goals. By optimising digital solutions and process-driven strategies, FinEdge enables convenient, low-cost, and high-quality investing that keeps clients’ objectives at the centre. FinEdge is bootstrapped, operating from a single office in Gurgaon with 50 employees, managing over 20,000 clients across 1,800 cities & 90 countries, with a 100% digital presence and a unique ‘bionic’ business model.