About Us

Image

Welcome To RM Financial Edge

A reputed name for comprehensive financial advisory and product distribution services

We as RM Financial Edge incorporated in the year 2006 and at present having 1200+ satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India) and also insurance advisors recognised by the IRDAI (Insurance Regulatory and Development Authority of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.

Why Us

01 Client Centric Approach

All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.

Image
Image

Assisting clients in fulfilling their needs.

0
Clients
0
Lacs AUM
0
Experience
0
Awards

Our Team

Mr. Rakesh Chordiya
Mr. Rakesh ChordiyaFounder
Mr. Rakesh Chordiya is the Proprietor and Office Head of RM Financial Edge, bringing over 16 years of diverse experience across General Insurance, Life Insurance, and the Mutual Fund sectors. Renowned as a pioneer in the field, he is highly regarded for his deep understanding of distribution practices, market dynamics, and the evolving challenges within the financial landscape.

A commerce graduate by education, Mr. Chordiya's strategic insights, strong leadership, and client-centric approach have been instrumental in driving the firm's sustained growth and reputation for excellence. His unwavering commitment to delivering tailored financial solutions continues to add significant value to clients and partners alike.

Mrs. Monali Chordiya
Mrs. Monali ChordiyaRelationship Manager
Monali Chordiya is the Office Head at RM Financial Edge, bringing over a decade of experience to the role. Before joining the firm 10 years ago, she successfully established herself as an entrepreneur in the Life Insurance sector. Her deep understanding of the industry, strategic acumen, and strong market insights make her a key leader in navigating the evolving landscape of life insurance.
Mrs. Madhura Shinde
Mrs. Madhura ShindeRelationship Manager
Madhura Shinde is an experienced Back Office Coordinator with 2.5 years of expertise in the Insurance and Mutual Fund industry. She plays a key role in ensuring smooth operational processes, policy management, and client support, contributing significantly to organizational efficiency.

Certificate

Contact Us

RM Financial Edge
Office Address:
Arihant Plaza, Ground Floor,
Opp Brahm Chaitanya Hospital,
Bhoir Colony, Chinchwad, Pune,
Maharashtra, 411033, India 

Contact Details:
Rakesh Chordiya: 9823207604
Monali Chordiya : 9890140108
Madhura Shinde: 8999835325