RIA Information

InvestEdge Consulting is a financial planning and investment advisory firm. Our services assists individuals & families, corporate executives, self employed professionals and business families, to plan, invest, protect and enhance their personal finances.

Sanjay Roy is the Principal Consultant & Investment Adviser registered with Securities Exchange Board of India (SEBI). Sanjay founded InvestEdge Consulting and started fee based Financial Planning service in the year 2010, with an intention to deliver insightful independent financial advice.

He has been in financial services for over 3 decades. Prior to founding InvestEdge Consulting, has worked in senior positions in Asset Management and Investment & Wealth Management, in organizations of repute (ASK Wealth Advisors, Tata Asset Management, Alliance Capital). He is a Post Graduate in Business Management and a Certified Financial Planner CM A Member of Financial Planning Standards Board, India since October 2005.