🟣 Who We Are
Finvest Edge is a digitally-driven mutual fund distribution platform founded by a Chartered Accountant with deep expertise in compliance, financial planning, and investment strategy. We blend professional rigor with smart automation to make investing simple, secure, and accessible—no matter where you are.
🟢 Our Mission
To empower individuals and families to build long-term wealth through strategic mutual fund investments—delivered with transparency, convenience, and compliance-first execution.
We believe in digital-first investing: from easy online account opening to daily portfolio tracking, our process is built to save time, reduce paperwork, and keep clients informed—anytime, anywhere.
🔵 Why Finvest Edge Is Different
✅ Remote Onboarding: Start your SIP in minutes—no paperwork, no office visits
✅ Compliance-Ready: Every step is aligned with SEBI and AMFI norms
✅ Smart Automation: WhatsApp flows, digital forms, and tracker-ready routines
✅ Client-Centric: Personalized guidance with zero jargon and full transparency
🟠 Our Founder
Mr. Pratik Patel, a Chartered Accountant and compliance specialist, has been actively involved in mutual fund distribution since 2017. He holds a valid ARN-257791 issued by NISM, ensuring regulatory compliance and ethical practice. With over 8 years of experience, Pratik brings deep financial insight and a commitment to scalable, trustworthy investing.
Finvest Edge is his vision to simplify and digitize wealth creation for remote clients—without compromising on trust or compliance.
