At FINCAFFE Edge Pvt Ltd, we are pioneers in simplifying the journey of wealth creation through Mutual Fund-based niche portfolios. Our philosophy is centered around need-based solutions — every recommendation we make is thoughtfully aligned with your unique goals, risk appetite, and financial aspirations.
Backed by decades of combined team experience, we blend deep market expertise with a personal touch, ensuring our clients experience clarity, confidence, and lasting value. Our unwavering customer-first approach means your interests are always at the core of everything we do — from designing personalized portfolios to providing unbiased advice.
At FINCAFFE Edge, we don't just guide investments, we build long-term relationships based on trust, transparency, and education. Our mission is to empower you to make informed financial decisions and create a secure, prosperous future. At every step, your data confidentiality is a top priority — we maintain the highest standards of privacy to protect your personal and financial information.
Through carefully curated investment strategies, we help you create sustainable passive income, allowing you to enjoy financial freedom and focus on the things that truly matter in life.
At FINCAFFE Edge, we are not just about investments — we are your partners in building a secure and prosperous future.
Ex-banker turned financial educator, on a mission to empower people with financial wisdom. With over 18 years of experience in the financial services industry, Kapil is the
driving force behind FINCAFFE Edge (P) Ltd.
A Certified Financial Planner (CFP) by qualification, he brings deep expertise in curating and managing Ultra-HNI Mutual Fund portfolios, with a strong emphasis on tax
efficiency and long-term wealth creation.
His forte lies in crafting tailored strategies that align closely with each client’s financial goals, risk profile, and life journey. Known for his client-first approach, Kapil believes
in not just managing money, but in empowering clients—educating them to make informed decisions and helping them achieve major financial milestones such as
retirement planning, legacy building, and wealth preservation.
His commitment to excellence, integrity, and personalized service has made him a trusted partner for families and individuals looking for clarity and confidence in their
financial path.
With an MBA in Marketing and over 12 years of experience in customer service and digital strategy, Urvashi leads the digital marketing function at FINCAFFE Edge (P) Ltd
with a focus on building meaningful client relationships through thoughtful communication and digital innovation.
She brings a unique combination of strategic marketing insight and hands-on client engagement, ensuring that every campaign is rooted in understanding real customer
needs. Her background in customer service gives her a deep appreciation for trust, clarity, and consistency—values she weaves into every digital interaction.
At FINCAFFE Edge, she is responsible for driving content, digital outreach, and client engagement strategies that inform, educate, and empower. Known for her empathetic
leadership, creativity, and results-driven mindset, she plays a key role in shaping the firm’s digital presence and helping clients feel more connected to their financial
journey.
Known for her empathetic leadership style, creative thinking, and sharp execution, Urvashi is committed to helping our clients stay informed, empowered, and connected
through every digital touchpoint.