About GreenEdge Wealth Services
GreenEdge Wealth Services is one of the leading SEBI Registered Investment Advisors (RIA) in India since 2015. We are “fee” only advisors i.e. we don’t earn from product commissions. We offer advisory services across equities, mutual funds, bonds, etc..
Our Philosophy
Our Approach to Investing
Who are our Customers?
Our Services
1. Stock Advisory
2. Mutual Fund Advisory
3. Fixed Income Advisory
4. Comprehensive Financial Planning
Meet Our Team
Resha Mehta – Resha is the co-founder of GreenEdge Wealth Services and was amongst the first eleven women (SEBI Registered) Investment Advisors in India. After completing her graduation from Jamnalal Bajaj Institute on Management Studies, she worked for organizations like ICICI Securities, Standard Chartered Bank and Yes Bank.
Having witnessed poor levels of financial awareness amongst the educated working class as well as the entrepreneurs, Resha conceived the idea of GreenEdge Wealth Services in 2014. She is extremely passionate about equity markets & investor education initiatives.
Digant Haria – Digant is the co-founder of GreenEdge Wealth Services. Prior to this, he worked as a Credit Analyst for banks like Axis Bank & J.P.Morgan and as a stock analyst covering Banks, NBFCs and other financial services at ICICI Securities & Investment Trust of India (Antique Stock Broking).
He was consistently voted among India’s top 5 analysts by global surveys like Institutional Investor, Asia Money and Thomson Reuters. His views on the sector have often been elicited by forums & publications like CNBC TV18, Economic Times, TIA, IIC, and Mint.
GreenEdge in Media
Testimonials
I have been a benefactor of GreenEdge’s guidance in building my portfolio from scratch over the past 7 years. Their biggest strength is the strong research behind every investment decision leading to a balanced portfolio in terms of risk, returns and exposure. It really helped that they take into consideration your professional and personal plans while designing the right investment roadmap. If you are an investor with an eye on the long-term willing to be disciplined about apportioning your funds, having a wealth advisor like GreenEdge can help you achieve financial freedom.
Tanushree Jain & Anup G , First generation entrepreneurs
GreenEdge has grown from managing a part of my equity base to being the key advisor for all of my portfolio including equity and bonds. I find their strategy to be a good mix of finding future multi baggers and current value stocks. They do a great job in finding bond opportunities which are seldom visible (or available) to a retail investor, but never at the expense of the prudent investing.
I had leveraged GreenEdge’s portfolio assessment service too and it was commendable that the outcome of the assessment did not translate into an automatic investment via them. They let you have the freedom to choose the path of investment with no obligation to invest via them. However, the fact that they have the lowest fee across all wealth management companies accompanied with their investment principles makes it a sound decision to grow via them
It has been a very satisfying journey with the team who are very approachable (unlike a corporate house) and very personable in their interactions as well as advisory.
Rishi Tiwari , Upfiled
I have been associated with GreenEdge Wealth for over 5 years now. We did Goal based financial planning, creating a detailed roadmap for investment in stocks, bonds and mutual funds. My portfolio has grown very well over the years and I completely rely and trust their advice for any financial decision that I have to make. They are experts in the field and it is really great to be associated with GreenEdge
Shripad Joshi , Indofil Industries Ltd
As a busy professional, I realized that while I would like to invest in the markets, I do not have time to track the markets regularly and form an investment strategy.
I started investing with GreenEdge in 2014. In the first call, they told me about their long-term focus and asked me to invest money that I wouldn’t have to dip into for the next 5 years. Their focus would not be short-term trading, but rather on creating long term wealth
Rather than 5 years, I asked them to help build a retirement corpus, and they helped deploy funds towards that.
I loved the personalized focus of the GreenEdge team. We look at the portfolio performance once a year, and discuss our investment strategy for the next year. We decide on the next year’s allotment over equity and debt aligned with the long-term goals.
I have recommended GreenEdge team to many of my friends, and wouldn’t hesitate to recommend them to others.
V Shrinath , First generation entrepreneur
The team at Green Edge is highly knowledgeable and well researched. They helped us in detailed financial planning, right from a thorough evaluation of our investment portfolio, to helping us define our goals, understanding our risk profile, and then suggesting us different investment opportunities to help achieve these goals. We being from a non-finance background had difficulties in understanding the recommendations initially; however, the team at GreenEdge explained us things in simple layman language which gave us a lot of clarity and confidence. The team also came up with smarter options of investments like moving our Regular mutual funds plans to Direct plans which helped us save costs. We would like to thank the team at GreenEdge for being such a trustworthy partner.
Shruti Kamble & Vaibhav Shinde , Monsanto & Zydus Welness
I have been fortunate to have met the GreenEdge around 2018. From doing a thorough portfolio analysis across different asset classes, coming up with suggestions, actual implementation and providing real returns, they have been outstanding. They believe in providing long term results and I can vouch for their expertise.
Priyanka GV & Vamsi Pushpagiri , Amazon
