Direct Equity
Research individual businesses and assess how their shares fit your portfolio.
Private wealth & investment management
Wealth with
a clear purpose.
Research-led portfolio solutions for high-net-worth individuals, professionals, and families.
- Research-led decisions
- Risk-conscious portfolios
- Long-term thinking
What we do
A plan for your whole portfolio.
From investments and insurance to long-term planning, we bring your financial decisions together.
Mutual Funds
Select funds, build a portfolio around your goals, and review it as your needs evolve.
Insurance Risk Assessment & Audit
Review policy terms and identify gaps in the coverage your family relies on.
Portfolio Review & Monitoring
Identify overlapping holdings, measure concentration, and realign your portfolio when needed.
Fixed Income & Savings
Evaluate savings and fixed-income choices with credit risk, liquidity, and tax in view.
Planning & Wealth Protection
Make a plan for major goals, retirement, and the reserves you may need along the way.
Records & Family Continuity
Bring scattered financial records together in one secure place and keep nominations up to date, so your family knows what you own and where to find it.
Find the Government of India’s unclaimed assets portal
Our approach
Disciplined by design.
- Research before recommendation
- We evaluate the evidence behind each decision.
- Portfolio before product
- We consider each investment in the context of your wider finances.
- Risk before returns
- We look at downside, liquidity, diversification, and suitability first.
- Monitoring beyond investment
- We review your portfolio as your goals and circumstances evolve.
- A long-term perspective
- We stay focused on the goals you’re building toward over time.
About Extraedge
Experience for life’s decisions.
Our team of chartered accountants, financial analysts, money managers, and industry veterans has served clients for over a decade.
- CA Hardik Chordia
- CA Neha Jain
Who we work with
- High-net-worth individuals
- Business owners and entrepreneurs
- Senior professionals and executives
- Government employees and retirees
- Families seeking structured planning
- Investors seeking a second opinion
Investor resources
Find your financial records.
Use these resources to gather statements and look for deposits or investments you may have lost track of.
Reserve Bank of India
Unclaimed bank deposits
RBI’s UDGAM portal searches participating banks for unclaimed deposits. If you find a match, contact the bank about making a claim.
Read RBI’s UDGAM guideMFCentral
Inactive mutual fund folios
MITRA helps investors look for inactive or unclaimed mutual fund folios that may be missing from their records.
Open the MITRA searchAMFI
Consolidated statements
Use AMFI’s guide to request a Consolidated Account Statement (CAS), which brings records from multiple mutual fund folios into one place.
Find your statement optionsPreparing for a portfolio review? Start with a recent investment statement, a list of deposits and policies, and the goals or questions you want to discuss.
Get in touch
Let’s talk about your goals.
Tell us what you want to plan for, protect, or review.