Plan | Invest | Achieve
We are help you take Smart Financial decisions, overcome financial stress and attain peace of mind!
What we do?
Investment Management
We help you create a Secondary Income and accumulate Wealth that empowers you to achieve your Life's Ambitions. Streamlined processes, Easy to use technology, Comprehensive research, Holistic approach and most importantly Financial accountability helps to eliminate your fears.
Retirement Planning
Our mission is to assist you in carefully strategizing and safeguarding your retirement, ensuring that you never have to make compromises when it comes to your desired lifestyle. We prioritize the utmost care and diligence in safeguarding your retirement funds.
NRI Investments
We specialize in global asset management and provide expert guidance on optimizing taxes. Our dedicated services make investing in India a seamless and hassle-free experience for you.
Why Us?
Our experience, personalized approach, transparency, comprehensive services, client-centric focus, and proven track record make us the ideal choice to guide you on your investment journey.
- Expertise: Our team possesses extensive knowledge and expertise in the financial industry. We stay up-to-date with the latest market trends, investment strategies, and regulations
- Personalized Approach: We understand that every investor has unique goals, risk tolerance, and financial circumstances. We take the time to understand your specific needs and tailor our recommendations accordingly
- Transparency: We believe in maintaining transparency throughout our client relationships. You can expect clear communication regarding our investment strategies, commissions, and any potential conflicts of interest. Our goal is to build a trusted and long-lasting partnership based on honesty
- Comprehensive Services: We offer a wide range of services to address various aspects of your financial well-being. We provide comprehensive solutions to help you achieve your financial goals by investing in Mutual Funds, PMS, AIFs, Bonds, Real Estate & Gold
- Client-Centric Focus: Your best interests are at the forefront of everything we do. We prioritize your financial success and work diligently to maximize returns while managing risk. Our client-centric approach ensures that we always act in your favour
- Proven Track Record: We have a track record of delivering consistent results and helping our clients achieve their investment objectives. Our satisfied clients and positive testimonials are a testament to our commitment and expertise
Our Experts
SHIVESH GAURAV
MBA - Finance, CFP
Co-Founder & Partner, Edge Associates
Shivesh has been a part of his family business since an early age. That's when he realized the importance of creating a fine balance between personal finance and investments. Shivesh completed his CFP certification while consulting for HP. He quit his job to pursue MBA in Finance from Asian Institute of Management, Manila. Shivesh has worked for an entrepreneurship project in Boston, under the guidance of Former US President, Mr. Bill Clinton and Micro Finance Guru & Nobel Laureate, Prof. Muhammad Yunus. Shivesh aims to deliver Wealth Management solutions to help families achieve Financial Freedom & Peace of Mind. He strongly believes that every family's needs are unique which need to be addressed by a personalised financial solution. Shivesh is very fond of cycling & Tennis. He devotes his leisure time to long distance rides.
TARUN PREET KAUR
MBA | B.Tech
Co-Founder & Partner, Edge Associates
Transitioning from over 13 years in top IT and BFSI corporate roles, Tarun brings a unique blend of analytical thinking and business acumen to wealth management. Holding an Executive MBA from S P Jain and a CFP certification earned in 2018 at TCS, she transitioned from the corporate world to entrepreneurship driven by her passion for personal finance.
Tarun believes wealth management is not just about returns, but about understanding people and enabling their life aspirations. Drawing a parallel to motherhood, she views nurturing wealth much like raising a child—requiring patience, consistency, planning, and emotional intelligence.
With a firm belief that money should work for you, Tarun’s mission is to help families make their money purposeful, supporting the life they envision and creating the freedom to pursue what matters most.
Contact us
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Edge Associates
Registered Office: No. 198, 2nd Floor, CMH Road, Indira Nagar II Stage, Indiranagar Bengaluru – 560038
Hours
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
