Who we are
Edge Assets is a one-stop personal finance service provider to individuals and corporates. We are in the distribution of financial products & services and working mainly with investments like Mutual Funds, PMS, Alternative Investment Funds and Insurance.
Under the leadership of its founder & managing director Mr. Rogy Paul Parackal, Edge Assets is in existence since 2005 and has in due time established itself as a trusted partner for its customers. Based out of Kerala, our endeavor to reach out to more and more customers in providing financial services is bearing results. We have a large number of customers across the country & abroad and we manage a good amount gross AUM.
We extend a plethora of financial products and services like Mutual Funds, PMS, Alternative Investment Funds and Insurance. And not to mention, in this era of cutting edge technology, we make sure that your portfolio is accessible to you all the time through mobile applications and online platforms.
Our endeavor is to make the journey of wealth creation a hassle free and smooth ride for our customers. We aim at providing the best of our services always.
Our Vision
To be the most trusted and leading independent financial intermediary and to provide best and prompt services to our investors.
Our Mission
To help our clients to invest in suitable financial products of their choice so that they get a healthy financial wellbeing for the rest of their life.
Our Values
- Our Client's financial success is our top priority.
- Integrity and honesty.
- We treat our investor with respect and provide them with multiple options to choose.
- Continuous innovation to improve our process and service quality.
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