FinEdge: Plan. Invest. Achieve

Better Investing Decisions, Built Around Your Goals FinEdge is an AI-enabled, expert-led investing platform designed to help you make better long-term investment decisions around your goals, life and financial context. Investing is not just about choosing mutual funds or following market trends. The harder part is understanding what matters for your situation, making informed decisions and staying disciplined as markets and life change. 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 can plan, invest, review and adapt over time. One continuing relationship. One connected digital environment. Your goals, investments, portfolio, important decisions and reviews remain connected in one shared environment, helping you and your Investment Manager work from the same context over time. With FinEdge, you can: • Plan investments around meaningful financial goals • Review your existing mutual fund portfolio • Build goal-linked investment strategies • Understand investment choices and trade-offs • Track progress towards your financial goals • Review and adapt your investment journey as circumstances change Whether you are planning for retirement, your child's education, buying a home, financial independence or long-term wealth creation, FinEdge helps connect your investments to what your money is intended to achieve. Goal-based investing, not product-led investing At FinEdge, investing begins with a simple question: What are you investing for? Your goals, timelines, financial circumstances, existing investments and risk requirements help shape the investment approach. The objective is not to chase the latest fund, market trend or recent return, but to make purposeful investment decisions and stay disciplined through changing market conditions. The right next decision isn't always to invest more Sometimes the right next step is to invest. Sometimes it may be to continue, wait, preserve liquidity, reduce debt or take another financial action first. FinEdge Investment Managers do not have sales, revenue or product targets. The focus is on helping you understand relevant choices and trade-offs so you can make a better-prepared decision around your circumstances. Dreams Into Action Dreams Into Action brings your goals, assumptions, investment strategy and progress together in one connected environment. It helps you and your Investment Manager review decisions in context and adapt your journey as life evolves. 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. AI helps organise relevant information, surface patterns, strengthen context, improve consistency and bring important questions and trade-offs into focus. Human judgement remains central. Technology and AI support better-prepared decisions but do not independently make investment decisions on your behalf. Built for long-term investors FinEdge helps you plan, decide, implement, review and adapt as your life, goals and circumstances change. Trusted by investors across India Trusted by more than 21,000 investors across 1800 cities in India, FinEdge manages over ₹1,600 crore in assets under management. FinEdge's approach to investing and wealth planning has received external recognition, including: • WealthTech of the Year, BW Festival of FinTech 2026 • ETBFSI FinNext Awards 2025 for Innovative Wealth Planning Tools • FinEdge's bionic investing model featured as a case study by the IIM Calcutta Case Research Centre FinEdge is an AMFI-registered Mutual Fund & SIF Distributor with ARN 83676. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully. Past performance is not a guarantee of future returns.