Disha Finedge LLP is built on a simple idea: people make better financial choices when they have clarity, honest guidance, and someone who genuinely looks out for them. We help individuals and businesses manage their money with confidence, whether they’re building wealth, protecting their future, or planning for long-term stability.
Our work spans mutual funds, health insurance, life and term insurance, and a range of other financial solutions. The goal is straightforward — understand what you need, match it with the right product, and stay with you through every stage of your financial journey.
Our Managing Partner brings together two powerful foundations: 16 years of experience in financial distribution and 17 years of disciplined service in the Indian Air Force. This blend of expertise, responsibility, and integrity shapes the way we operate and the level of care we bring to every client relationship.
Over time, we’ve earned the trust of more than 1,400 clients and currently manage assets of over ₹150 crore. What this really means is that our approach works — 95 percent of the portfolios we manage have delivered more than 10 percent CAGR returns, reflecting both the discipline behind our process and the trust placed in us.
We believe long-term relationships grow when there is transparency and genuine commitment. Every recommendation we make follows regulatory standards, best practices, and a client-first mindset. You can expect clarity in communication, reliability in service, and the comfort of knowing your interests always come first.
At Disha Finedge, we’re here to help you move forward with confidence — one informed decision at a time.
From the Disciplined approach of the Indian Air Force to Comprehensive financial Solutions - We Bring structure, integrity, and results to your investments.
Every investor’s journey is different. Your ambitions, resources, and comfort with risk are unique — and so should be your investment plan. At Disha Finedge, we take time to understand your complete financial picture before designing tailored strategies that balance growth potential with prudent risk management. Our goal is simple: to help your money move purposefully toward your goals.
We value relationships built on integrity and open communication. You deserve to know where your investments stand, why they’re positioned a certain way, and how they’re performing. That’s why we prioritise clarity in every interaction and maintain full compliance with regulatory standards. Our ongoing reviews and personalised guidance ensure you stay informed, confident, and supported throughout your financial journey.
Invest Systematically with solutions that align to your goals and risk appetite.
Protect what matters most with the right coverage and expert advise.
Protect what matters most with the right coverage and expert advise.
Unlock liquidity from your investments without breakout your portfolio.
Get customised, actively managed strategies designed for higher growth and diversification.
Get customised, actively managed strategies designed for higher growth and diversification.