From HNIs to Family Funds, Partnerships to Retail — manage investments, track portfolios, and access opportunities in one place.
High net worth individuals
Multi-generational wealth
Strategic collaborations
Individual portfolios
High Net Worth Individual Dashboard
Multi-generational wealth management
Individual investor opportunities
Tailored experiences for diverse investor needs
Everything you need to invest, manage, and grow your portfolio
Track holdings, commitments & performance
Secure digital wallet for transactions
Legally valid e-signs for contracts & agreements
One-time onboarding with reusable profiles
Buy & sell in Primary & Secondary markets
Showcase your interests to startups & funds
Integrated tax advisory & filing support
Access to consulting, legal & CA support
A comprehensive view of your entire investment portfolio
Your investments are protected by enterprise-grade security
256-bit SSL encryption & secure wallets
Worldwide compliance standards
Built-in regulatory compliance
Advanced security protocols
From onboarding to portfolio management in 5 simple steps
Quick setup with reusable profiles
Access startups, funds & deals
Digital subscriptions & wallet payments
Real-time tracking, documents & tax filing
Secondary market access to exit or rebalance
Join thousands of investors who trust IFinEdge for their investment journey. From startups to institutional funds, we've got you covered.