At InvestEdge Financial Services , we work closely with individuals, families, and business owners to help them make informed and confident financial decisions. We believe true wealth management goes beyond returns-it's about clarity, trust, and alignment with your life goals.
Our approach is built on objectivity, research, and a deep understanding of each client's unique financial journey. Whether it's planning for the future, preserving a legacy, or navigating today's financial landscape, we bring structure and purpose to every engagement.
By combining industry insights, modern tools, and a client-first philosophy, we delivers solutions that are transparent, tailored, and timeless.
Founder & CEO, InvestEdge
Deepak Makhija brings over 17 years of experience in the financial services industry, with a strong foundation in banking and wealth management. Over the years, he has worked with individuals and families across varying life stages and market cycles, helping them make informed and confident financial decisions.
With extensive experience in managing high-value client relationships and designing long-term wealth strategies, Deepak founded Investedge with a clear vision: to deliver unbiased, research-backed, and client-focused wealth solutions.
He holds key industry certifications that reflect his commitment to regulatory excellence and ethical standards:
Mutual Fund Distributor Continuing Professional Education Program, as required under the SEBI (Certification of Associated Persons in the Securities Markets) Regulations, 2007
Licensed by the Insurance Regulatory and Development Authority of India
