Rs 4,000 Crores +
700+ families
70 years of collective
experience to the table.
Discover the edge difference
Trusted Partner
We are a boutique firm with a dedicated, close-knit team. The investments are expertly managed by the founders alongside their trusted team, ensuring clients benefit from stability and consistency. This personalized approach fosters strong, enduring relationships, providing clients with confidence in both the founders and the organization.
Direct Access
Clients have direct access to the founders and their team for both investments and personalized services.
Asset Classes
Our extensive experience enables us to provide tailored options on the most suitable asset classes, guiding the direction of client portfolios. Our Assets Under Management (AUM) include a diverse range of investment options, such as equities, debt, INVITs, REITs, and gold, offering clients a broad spectrum of opportunities.
Structure your portfolio
Confused with all the excessive information available on the internet? Who wouldn’t be?
Navigating the vast array of investment options available today can be overwhelming.
With over 1,500 mutual fund schemes, more than 500 portfolio management services, and hundreds of alternative investment funds (AIFs) across diverse asset classes, it’s easy to feel uncertain.
At Edge, our expertise allows us to guide clients through this complex financial landscape.
Grow your portfolio
Check your portfolio for
Asset Class Diversification
Check for Financial Product diversification
At Edge, we help you
grow your portfolio.
Wealth Creation
With over 30 years of experience, our firm has consistently helped clients grow their wealth through a disciplined and strategic approach.
We understand that managing a portfolio requires significant time and dedication. Allow us to save you time by leveraging our resources to effectively track and manage your investments.
Our team ensures a balanced approach in both bull and bear markets, ultimately driving long-term wealth creation for our clients.
Foundation of Independent Financial Associates.
We are proud to be founding members of the Foundation of Independent Financial Associates (FIFA), a prominent organization representing over 4,000 members across India.
FIFA plays a crucial role in advocating for its members on key regulatory matters, including those related to SEBI, AMFI, and the Ministry of Finance.
Our affiliation with FIFA underscores our commitment to industry leadership and ensures that we are well-positioned to navigate and influence the evolving financial landscape on behalf of our clients.
Our Team
Lalit Gianchandani
Co Founder
Education: Chartered Accountant
Experience: Over 35 years
Lalit Gianchandani, a seasoned professional with over 35 years of experience in the industry, co-founded the firm with a vision for strategic growth and excellence. As a Chartered Accountant, his extensive expertise in finance and investments, has been instrumental in steering the firm towards sustained success. Lalit’s leadership and commitment to delivering innovative solutions continue to shape the firm’s strategic direction.
Yogendra Khanna
Co Founder
Education: Bachelor of Commerce
Experience: Over 35 years
Yogendra Khanna, co-founder of the firm, brings more than 35 years of experience in business management, operations, and finance. His extensive background has played a key role in developing the firm’s operational framework and ensuring its steady growth. His strategic insights and leadership have been essential in navigating the firm through various market dynamics, helping us build a reputation for reliability and excellence.
Pranay Gianchandani
Analyst and Sales
Education: LLB
Experience: Over 4 years
Pranay Gianchandani is an integral part of our team, working in both the analytical and sales capacities. With an LLB degree, Pranay combines legal acumen with business analysis to drive effective decision-making. In his four years of experience, Pranay has contributed to enhancing client relationships, streamlining internal processes, and generating key insights that help the firm stay competitive. His role is crucial in ensuring that the firm’s strategic initiatives are executed seamlessly.
Simran Khanna
Analyst and Sales
Education: MBA in Finance
from Georgetown University
Experience: Over 4 years in Finance
Simran Khanna brings a fresh perspective to the firm, with an MBA in Finance from Georgetown University and more than 4 years of experience in the finance sector. Her analytical expertise and understanding of financial markets significantly contribute to the firm’s growth and success. Simran plays a key role in the firm’s sales strategy, ensuring that our clients receive the highest quality service and financial solutions tailored to their needs. Her strong academic background and professional experience have helped elevate the firm’s performance in the competitive finance landscape.
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Contact Us
Registered Office Address
717, Dalamal Tower,
211, Nariman Point,
Mumbai – 400021
Member of BSE:
Edge Securities Private Limited | SEBI Stock Broker Registration Number: INZ000244338
In case of any grievances please write to grievance@edgesecurities.com
Compliance officer – Mr. Babu T. Veettil, Email:– babu@edgeonline.in, Support: 022–66597500.
AMFI- Registered Mutual Fund Distributors:
Edge Investment Services LLP | ARN-81655 | Date of Registration :14th Nov 2010 | Valid Till 13th November 2025.
Edge Corporate Services Private Limited | ARN-2380 | Date of Registration :25th March 2003 | Valid Till 07th March 2028.
CIN and GSTIN Numbers:
Edge Securities Private Limited | CIN: U99999MH1997PTC112117 | GSTIN : 27AAACE2648B1Z2
Edge Investment Services LLP | AAA-2579 | GSTIN : 27AADFE2073J1ZH
Edge Corporate Services Private Limited | U67190MH1996PTC096651 | GSTIN : 27AAACE1465A1Z7
Disclaimer
By accessing this website, you have read, understood and agreed to be legally bound by the terms of the following disclaimer.
Edge Investment Services LLP is a Mutual Fund Distributor registered with the Association of Mutual Funds in India (AMFI) holding ARN No. 81655. Edge Corporate Services Pvt. Ltd. is a Mutual Fund Distributor registered with the Association of Mutual Funds in India (AMFI), holding ARN No. 2380. We provide incidental advise pertaining to Mutual Funds and their appropriateness and suitability. We are not Investment Advisors as defined per the SEBI (Investment Advisers) Regulations, 2013. You must determine on your own behalf, the merits and risks of any investment product as well as its suitability for you.
This website is created for informational purposes only. Nothing contained in this website should be construed as investment advice or personal recommendation to buy / sell / hold any investment product. We make no representation or warranty (expressed or implied) to any investor on advisability of investing in any investment product or its future performance.
All Mutual Funds are subject to market risks. Please read all Scheme related documents carefully before investing. We advise investors to read data and risk factors of various mutual fund schemes available in the Scheme Information Document (SID), Statement of Additional Information (SAI), Key Information Memorandum (KIM), etc. The value of any investment may rise and/or fall as a result of market changes and this website is not intended to predict actual performance and/or success of any scheme or other investment product and no assurances are given with respect thereto. Past performance is not indicative of future returns.
This website may present indicative summaries, analysis and information relating to any investment products, including mutual fund schemes. Unless otherwise specified, all analysis, expense ratio, returns, NAV, etc are historical and for illustration purposes only, and is subject to change. This website does not purport to disclose all risks and other significant issues relating to any mutual fund. While we have taken due care and caution in the compilation of the data and the contents herein, no representation is made as to the reasonableness of the assumptions made within or accuracy or completeness of any data on past-performance of schemes or historical analysis and any other analysis of any investment products. We specifically state that we cannot be held liable for any damages (monetary, legal or otherwise) caused by any error, omission, interruption, deletion, defect, failure and that, we have no financial liability whatsoever to any user on account of the use of the information provided on our website. Further, the transaction data and other information may be obtained from a third-party feed, and we are not responsible for verifying the accuracy of the same. Please note that the information in this website may be updated from time to time.
We are under no obligation to provide investment advice concerning, any investment product for you. However, with respect to mutual fund schemes, we endeavour to distribute only such mutual fund products which are suitable and appropriate for you, as allowed under the AMFI Guidelines, or the various circulars issued thereunder. We do not make any warranty (express or implied) of any investment product and do not assume any responsibility for, and shall not be liable for any losses or damages of any kind resulting from investment in any investment product arising due to market loss of the investment product. Please note that we are not registered investment advisers and do not provide investment advice on any investment product.
We consider ourselves and intend to be subject to the jurisdiction only of the courts of Mumbai in India. If you don’t agree with any of our disclaimers above, or the terms and conditions provided on the website, please do not access the material on our website and immediately exit from the website.
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