About Extra Edge
Extra Edge Wealth Solutions provides research-led portfolio solutions for high-net-worth individuals, professionals, and families.
Our team
Our team includes chartered accountants, financial analysts, money managers, and other investment professionals. It includes CA Hardik Chordia and CA Neha Jain.
How we review a portfolio
We look at what a portfolio holds, where investments overlap, and whether too much depends on any one holding. We consider risk and liquidity alongside the client’s goals and review the portfolio as circumstances change.
Family records and continuity
Investments, deposits, and insurance policies can be spread across institutions. We help families bring those records together and review nomination details, so they know what they own and where to find it.
Explore our services or get in touch about a portfolio review or second opinion.