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.
Create your investment account or Sign in to Edge Fintrack Capital account
Account Activation Mail
Once you get registered, account activation mail is sent on your registered mail ID click to verfiy email.
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.
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.
Further, you are required to furnish the details of the respective bank with which you are associating your investment.
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.
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.
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.
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.
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.
Selection Of Funds
- SIP- Whereby a small amount of money is to be invested at regular interval.
- Lump sum- Where in the entire investment amount has to be submitted at once.
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
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
Summarized view of the account showing the current values of the invested capital with net profit or loss.
Review the market performance through NIFTY or SENSEX Index.
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.
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.
- 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.
- X denotes the option to remove the scheme from the list.
Upgrade savings and earn better returns to fulfill instant cash requirements by adding cash to the fluid assets.
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.
In Process Transaction
The transactions in process which have not been completed are visible here. Their pending status alongside the reasons has been given.
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.
Mail Transaction Report
To keep a record of the transaction data, investors can mail the report to their respective mail IDs.
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.
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:
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.
To upgrade the acquiring one can influence an extra knot to total buy in the present venture by including a specific measure of cash.
Investors are given the option to increase their monthly SIP investments with a certain amount.
Finding the present investment non-performing financial specialists can change to some other program with a single click
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.
To accomplish the specific financial goals, the objective based investment schemes are formulated for the investors.
Wealth Building Plan
To upgrade the value of invested capital and make wealth for the future, the wealth building plan has been composed.
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.
Planning retirement is made easy by providing a simplified process of selecting the best retirement investment plans.
Invest the funds to go for a dream vacation by making an investment for a vacation plan.
Tax management is no longer a difficult task. Make a plan providing tax savings along with capital appreciation.
The investors are provided with the list of financial investment programs based on the past performance, current market scenario, and their ability to create wealth over time
Top Performing Funds
The funds are listed by our experts on the basis of the returns for a selected duration or a particular tenure.
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.
To get an insight of the performance, portfolio and other scheme-related detail, the page has been designed.
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.
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.
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.
Child’s Future Planning Calculator
Calculate the amount you need to invest now for planning better education or a lavish wedding for your child.
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.
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.
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.
The NRI investors are given the opportunity to invest in the India mutual fund industry
Safety & Compliance
The NRI investors are given the opportunity to invest in the India mutual fund industry
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.
Money Transfer Security
The financial data is secure and it is assured that clients’ money is never transferred without their consent.
We are obliged to maintain reasonable security of client’s data as per Information Technology Act, 2000
Bank Level Security
The safety of the financial data is same as provided by your banks.
The grievances of our clients is handled by our “Compliance Officer Mr Narendra Kumar ” at +91-9818869479.