FinEdge
Deepika Bharti has worked in the financial industry for several years. Deepika started their career at FinEdge in 2016 as a Financial Planning Manager and later was promoted to the role of Senior Financial Planning Manager and Team Leader. Deepika joined IND Wealth in 2021 as a Financial Planning Manager and then moved back to FinEdge the same year as an Associate Vice President - Investments. Throughout their career, Deepika has been responsible for managing client investment portfolios, staying updated on the economy and financial markets, offering expertise to clients, and advising them on investment opportunities.
Deepika Bharti completed their B.com(Hons) degree with an Advanced Diploma in Banking & Finance from TKWs Institute of Banking & Finance in the years 2013 to 2016. Deepika also holds a certification in Financial Goal Planner - Advance Level from NSE India, obtained in 2023.
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FinEdge
A fantastic tech enabled platform to manage & meet investment goals! India's leading investment platform with clients across 1200 cities and 76 countries. FinEdge was set up with a strong belief that quality financial planning is no longer an option, but a necessity for people across the country. Our core strength lies in providing conflict free, quality financial advice which is easy to understand and implement. We've grown rapidly over the past few years and are recognised as one of the foremost new age, innovative financial planning companies in the country! Our qualified team of financial planners optimize the use of technology to prepare comprehensive financial plans for our clients, and then assist them in making affordable savings towards the achievement of their long term financial goals. We've received fantastic feedback from our clients and it is enriching to see them firmly on track to meet their financial goals. With our extensive reach and award winning online financial advisory model, we aspire to see FinEdge as the largest financial planning company in the world