Ekta Jaiswal

Investment Manager I FinEdge

Role: Investment Manager at FinEdge
Location: Gurugram, HR, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Investment Manager
FinEdge
Nov 2023 — Present · Gurugram, IN
Currently working as an Investment Manager, where I am managing 50 CR AUM (Retail clients).I am responsible for managing investment portfolios of my existing clients and helping other people meet their financial goals by following a Financial Planning process on our tech based platform named as DIA (Dreams into action).

Education

Springer Public School
10+2
2013 — 2015
Deendayal Upadhyay Gorakhpur University
M.Com
2018 — 2020
Deendayal Upadhyay Gorakhpur University
B.com
2015 — 2018

Contact information

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Work email
•••••@finedge.in
Personal email
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Current company

FinEdge

Financial Services · 102 employees · Founded 2011 · Gurgaon, Haryana, India

At FinEdge, we specialise in helping people invest with purpose; through personalised, conflict-free investment roadmaps built on expertise, trust, and process. Our award-winning platform, Dreams into Action (DiA), is India’s first bionic investing solution. It combines the power of expert investment managers with intuitive technology to deliver a highly customised and collaborative investing experience. With over 20,000 clients across 1800+ locations and 90 countries, we’re proud to enable long-term wealth creation for serious investors. What sets us apart? • No sales targets. No product pushes. Every investment decision is made in your best interest, always. • Hyper-customised investment journeys. Built around your cash flows, goals, and risk preferences, not templates. • Disciplined, goal-based investing. Whether it’s retirement, your child’s education, or financial independence, we stay focused on what truly matters to you. • Behavioral guidance and expert support. Because staying invested is as important as starting right. At FinEdge, we believe investing success is not about chasing returns, but about having the right plan, the right partner, and the discipline to stay the course. With 1,900+ Google reviews and a 4.7 rating, we are trusted by families worldwide to turn their dreams into action. Your investments | Our guidance | Goal-based investing | No sales targets | Financial Edge Fintech | AMFI Registered Mutual Fund Distributor ARN-83676

finedge.in

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Experience

Investment Manager

Education

Springer Public School

Deendayal Upadhyay Gorakhpur University

Deendayal Upadhyay Gorakhpur University

Find verified contacts for anyone on LinkedIn