Getting Started


Edge Fintrack Capital is an online solutions to make investments in different financial platform in India. Keeping up a steady position in the market with an effective group of store investigators and budgetary guides accessible day in and day out, the point is to accomplish the main position in the riches administration administrations.


Login /Register

Create your investment account or Sign in to Edge Fintrack Capital account

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Account Activation Mail

Once you get registered, account activation mail is sent on your registered mail ID click to verfiy email.

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Password Change Process

Password once created while registering can be changed or reset by clicking the forgot password option available. An OTP (One Time Password) is sent to the registered mobile number which can be used to set a new password.

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Personal Details

Subsequently after finishing the confirmation detail elements and turning into a KYC consistent, you are additionally asked for to finish profile by outfitting the individual points of interest including name, Aadhar Card No., expense status, PAN points of interest, contact data and other related particulars as mentioned.

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Banking Details

Further, you are required to furnish the details of the respective bank with which you are associating your investment.

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Nominee Details

One nominee must be assigned who shall have the legal rights to possess investments on behalf of the investor. There can be two nominees maximum and the proportionate allocation of the assets between them must be equivalent to 100 percent. Details of the allotted nominees are required to be presented.

Nominee Details

Upload Documents

The last requirement for completing profile is the documents which are to be furnished. Upload the scanned documents of PAN Card, Specimen Signature, and a Cancelled Cheque/Bank Statement.

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KYC Process

KYC is an important ingredient for investment which can be done using any one of the two methods out of “E-KYC” and “Physical KYC”. To proceed for any one of the processes, click on the ‘Proceed’ button provided there under.

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eKyc

The problem free online procedure to wind up a KYC agreeable. You are requested to provide your Name and Adhaar Card No., for further processing of the KYC compliance.

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Physical KYC

For physical KYC, our team would assist you in processing and for that you need to provide your identity and address proof at first which must be duly signed and required to be sent at the address provided there under.

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Selection Of Funds

  1. SIP- Whereby a small amount of money is to be invested at regular interval.
  2. Lump sum- Where in the entire investment amount has to be submitted at once.
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Payment Gateway

To make payment for the transaction you get the option to pay either via Debit Card/Cheque/Net Banking. The payment gateway is highly secured as per the norms of the respective bank

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Debit Mandate

It is the one-time registration process wherein the investor authorizes his/her bank to debit a certain amount regularly from the bank account for the investments. Once the profile is completed and investment is made, the investor is required to download the debit mandate form and other documents(as per the tax status), fill the same following the sample as provided therein, duly sign all the requested documents, and send it at the address provided hereunder: 202, Second Floor, E-57A, Sector-63, Noida - 201301 (Uttar Pradesh),Phone No: 120-4118709

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Dashboard Description

Summarized view of the account showing the current values of the invested capital with net profit or loss.

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Market Summary

Review the market performance through NIFTY or SENSEX Index.

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A smart search to find a preferable fund across the thousands of schemes of different fund houses. Select an asset type out of equity, debt or hybrid and to shortlist the schemes accordingly. The categorically search option makes finding schemes even more feasible.

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While searching, you get the option to either buy SIP or a Lump sum then and there, or add the scheme to the list by clicking the + icon. image

  1. The schemes added to the list can be bought via SIP or Lump sum, be added to the cart from there only, be analyzed with the per day NAV and monthly or yearly returns performances.
  2. X denotes the option to remove the scheme from the list.
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Add money

Upgrade savings and earn better returns to fulfill instant cash requirements by adding cash to the fluid assets.

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Add New Goals

For the objective based investment, improve your investment portfolio by adding more objectives to be accomplished by profiting some of the recommendations.

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In Process Transaction

The transactions in process which have not been completed are visible here. Their pending status alongside the reasons has been given.

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Transaction Overview

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All Transaction

Insight of the total transactions processed by the account holder with the specific details related to returns, profit or loss.


Single Transaction Analysis

Evaluate every single investment by analyzing the overall cost, number of units, current NAV, current investment value, CAGR, absolute returns, total profit or loss.

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Mail Transaction Report

To keep a record of the transaction data, investors can mail the report to their respective mail IDs.

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Family member overview

The transaction details of the family member can be analyzed by opening their transaction details after selecting the name of the member from the drop-down menu present at the right-end corner.

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Past Performance

Take review of the past performance of investment programs you have invested in. Their monthly/yearly returns are mentioned therein.


SIP Due Date Column

To help you remind your due date of payment for SIP, it is regularly updated on the transaction page as shown below:

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Transaction Action

To perform particular activity for making changes in the investments 'Activity' segment is given. You can choose any of the activity out of the different to roll out the required improvements.

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Additional Purchase

To upgrade the acquiring one can influence an extra knot to total buy in the present venture by including a specific measure of cash.

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Increase SIP

Investors are given the option to increase their monthly SIP investments with a certain amount.

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Switch

Finding the present investment non-performing financial specialists can change to some other program with a single click

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STP

Investors are given the opportunity to invest a lump sum amount in a scheme and regularly transfer a fixed or variable amount into another scheme, it is called Systematic Transfer Plan.

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Goal Planning

To accomplish the specific financial goals, the objective based investment schemes are formulated for the investors.

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Wealth Building Plan

To upgrade the value of invested capital and make wealth for the future, the wealth building plan has been composed.

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Child’s Future Plan

To light up the future of your kids for the education and marriage plans. Financial specialists can contribute through SIP(Edge Fintrack) or by influencing the irregularity to total installment to either design their tyke's better training or for a rich wedding.

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Retirement Planning

Planning retirement is made easy by providing a simplified process of selecting the best retirement investment plans.

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Vacation Planning

Invest the funds to go for a dream vacation by making an investment for a vacation plan.

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Tax Planning

Tax management is no longer a difficult task. Make a plan providing tax savings along with capital appreciation.

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Top Performing Funds

The funds are listed by our experts on the basis of the returns for a selected duration or a particular tenure.

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Top Ranking Funds

Funds are listed on the basis of CRISIL rating which is updated on a quarterly basis. Investors can buy an SIP or a lump sum investment in the schemes so listed.

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Scheme Overview

To get an insight of the performance, portfolio and other scheme-related detail, the page has been designed.

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Utilities


SIP Calculator

An online solution to compute the accurate value of the investment after a certain period.The graph depicts the growth of the invested amount in the specified investment horizon. The projected SIP returns for different period are presented in the table. On being satisfied with the returns, Click “Start SIP” to initiate investing.

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Tax Calculator

Calculation of the total tax liability made easier with this online tool. Open the calculator page the toolbar as shown below: One needs to specify the specification that include the residential status, assessment year, etc., and the net taxable amount to evaluate the Net Tax Payable along with the applicable cases and surcharge.

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Retirement Calculator

Compute the total expenses to be borne post retirement on the basis of the current expenditures. Once the accurate post retirement expenses are computed, evaluate the amount to be invested now to maintain the desired living standard. Any one out of SIP or Lump sum can be opted to start planning for retirement.

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Child’s Future Planning Calculator

Calculate the amount you need to invest now for planning better education or a lavish wedding for your child.

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Vacation Planning Calculator

Calculating the amount is invested for planning a dream vacation is no more a difficult task. Just fill in the specifications and you get an exact solution.

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Wealth Building Plan Calculator

Calculate the accurate amount of investment to build a huge wealth. The graph depicts the growth of the invested capital. You get the recommendations for investing in the Investment Breakdown Schemes.

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Support

To raise a query an get instant solution you can easily avail our assistance by clicking the ‘Support’ option available on the right-top corner of the dashboard. One can choose any of the category regarding which the query has to be raised for getting better solution then and there.

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NRI

The NRI investors are given the opportunity to invest in the India mutual fund industry

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Safety & Compliance

The NRI investors are given the opportunity to invest in the India mutual fund industry

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256- Bit Encryption

The password security is ensured with the 256-bit encryption and SSL(Secure Socket Layers) standards, and its generation and storage is done in encrypted form. Client’s personal details and data cannot be retrieved by any third party.

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Money Transfer Security

The financial data is secure and it is assured that clients’ money is never transferred without their consent.

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Bank Level Security

The safety of the financial data is same as provided by your banks.

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Authorization of SEBI & AMFI

Being a registered entity under AMFI and approved by SEBI, we follow their regulations to safeguard the interest of investors.

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Compliance Management

The grievances of our clients is handled by our “Compliance Officer Mr Narendra Kumar ” at +91-9818869479.

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