About Us
Acumen Edge is a Wealth Management firm catering to the holistic financial needs of our clients. The team at Acumen has 15 years of proven track record in wealth management and brings with it strong research capabilities keeping in mind the regulatory framework and the volatility in the investment climate. Our financial affiliations with renowned companies ensure that our hand-picked product offerings benefit you the most.
Having a diversified financial inventory gives us an edge in offering tailor-made financial guidance which suits varied segments and diverse needs of our patrons.
We ensure that our clients are well versed and planned for their current and future financial liabilities. Our recommendations start with revisiting your existing investments and reflecting on your present liabilities and lifestyle.
And not to mention, in this era of cutting-edge technology, we ensure that your portfolio is accessible to you all the time through mobile applications and online log in. Additionally we also provide an option to our clients for online transacting, where clients can go paper less and buy and sell mutual funds, go through research reports and view own portfolio reports.
Our endeavour is to make the journey of wealth creation, a hassle free and smooth ride for our customers.
Our Mission
Our mission is to manage the hard earned money of our clients by providing comprehensive investment solutions; and building and nurturing multi-generational relationships with our clients and their families.
Our Vision
Our vision is to be a responsible player in the financial services industry by adhering to traditional values of simplicity, transparency and integrity while continuing to deliver steady performance over the long term.
