Atharva Infinite Edge : Building Long-Term Wealth through Unbiased Financial Advice

The mutual fund distribution industry is evolving with growing investor participation, regulatory developments, and expanding investment choices. Most working professionals, business people, or individuals struggle to identify financial goals to safeguard their future, and there is a gap between generic financial advice and the need for customized, trustworthy guidance. Many a times financial decisions are made in isolation without involving key family members.

This is where Atharva Infinite Edge empowers clients with a bouquet of financial product offerings, guiding clients towards long-term financial growth and security. The team at Atharva Infinite Edge possesses over 50 years of collective experience and has the expertise to filter and shortlist products that genuinely align with clients’ interests.

The firm provides transparent, customized guidance to each client’s financial situation and risk profile with more than 22 partnerships in the mutual fund sector and services clients across multiple locations.

The firm does not believe in selling products, instead, recommendations are made only after thoroughly understanding the client’s goals. Client investment plans are reviewed regularly to identify potential issues early, ensuring seamless growth in the future. Additionally, the firm promotes active participation of family members in financial discussions, promoting cohesive decision-making.
 

Smart Investing Backed by Experience

Atharva Infinite Edge was founded with a handful of clients and a great deal of passion. Over time, its unwavering commitment to personalized service and delivering real results has enabled the firm to grow into a trusted partner. The team takes the time to thoroughly understand each client’s risk profile and financial goals before making any recommendations. A disciplined and regular review process is followed at mutually agreed intervals, ensuring timely identification of any red flags, and providing comprehensive solutions.

“Our journey began with a simple mission, which is to make financial services accessible, transparent, and tailored to individual needs”, says Megha Pandit, Founder, Atharva Infinite Edge.

Speaking of the founder, Megha started Atharva Infinite Edge in October 2023. She is a qualified chartered accountant with over 24 years of wealth management experience across institutions such as Anand Rathi Wealth & Kotak Private Banking. She has been successfully managing not only High Net Worth clients but also large corporate treasuries.

The firm’s core philosophy is built on four pillars, namely, Client-centricity (a client-first approach), Integrity (transparency, honesty, and accountability), Excellence (high-quality service and continuous improvement), and Innovation (embracing change and new ideas to stay ahead of market trends and deliver effective, future-ready financial solutions). The team at Atharva Infinite Edge is well-trained and fully equipped to serve clients effectively. Team members are regularly updated through ongoing training programs and kept informed of regulatory developments to ensure the highest standards of Service. Currently, the firm serves clients across various sectors, for instance planning for financial goals to managing complex financial portfolios across individuals and corporations.
 

Financial Clarity with a Chief Financial Officer Level Approach

Atharva Infinite Edge follows a philosophy grounded in unbiased inputs, ensuring that all recommendations are free from financial incentives and genuinely aligned with the client’s best interests. The firm adopts a client-first approach, prioritizing long term relationships over transactional interactions. Decisions are driven by data and analytics, allowing for well-informed and strategic financial planning. The firm is committed to being cost-effective while delivering high-value solutions and actively encourages the involvement of key family members in investment discussions, promoting transparency and collective financial awareness. At Atharva Infinite Edge, the responsibility will be handled like a CFO while hand holding clients through various situations and assisting them to achieve their specific goals.

We view financial success not simply as the accumulation of assets, but as a means to achieve the freedom to focus on what holds the greatest significance in life

Megha Pandit, Founder

Long-Term Growth Backed by Strong Relationships
 

The journey started with identifying a gap in the market, that clients needed more than just generic financial advice. They needed partners who understood their unique circumstances and provided personalized solutions, and that is where Atharva Infinite Edge fits in seamlessly. Due to its competency, the firm has surpassed an AUM of ₹425 crore. It is on a mission to guide clients through the financial landscape, focusing on education and empowerment. Furthermore, by providing transparent, reliable guidance and exceptional service, the firm ensures that every client becomes an active, knowledgeable decision-maker in their investment journey, achieving their goals with integrity and excellence.

Atharva Infinite Edge currently serves a diverse clientele and manages assets, catering to clients across the globe, including those based in the United States, the United Kingdom, Dubai and Australia. The firm plans to expand its presence by establishing offices across diverse regions and offering more personalized solutions to clients. The goal is to achieve assets under management (AUM) of ₹5,000 cr over the next five years. The team is highly enthusiastic and committed to achieving this vision.

Since the get-go, Atharva Infinite Edge's focus is on building long-term relationships rather than pursuing short-term gains. The firm’s strength lies in the goodwill it shares with its clients, who serve as its true brand ambassadors. Furthermore, it believes that financial success is not merely about accumulating wealth, but about creating the freedom to pursue what truly matters in life.