Our Process of Work
Comprehending Needs

Grasp family and individual goals to focus the plan.

Assessing Current Portfolio

Evaluate existing investments and savings to project income.

Creating the Roadmap

Construct a strategy to achieve future goals through projected earnings, risk management, and investment recommendations.

Implementing and Monitoring

Execute plan while regularly reviewing and optimizing the portfolio.

Our Services

FIRE Retirement Planning
Need-Based Planning
Life Insurance
Education and Marriage planning
Mutual Funds
Portfolio Management
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    10.5Cr

    Worth Claims Settled

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    4679+

    Active Clients

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    37+

    Years of Expertise

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    480

    Awards

Why Trust Us

At FES or Financial edge Solutions, we are proud of our distinguished track record in financial consultancy, built over 37 years of dedicated service..

Our firm has become a trusted partner for over 2,000 clients, including professionals from diverse sectors such as the military, agriculture, IT, business, Entertainment, and Government.

11.5 Cr

Case Completed

7483 +

Active Clients

573 +

Case Studies Completed

achievement

Client-Focused Service

Like a spouse nurturing financial growth, I tirelessly manage portfolios to achieve milestones. My attentive approach prioritizes client needs when structuring financial plans.

achievement

Tailored Strategies

At FES or Financial edge Solutions, we are proud of our distinguished track record in financial consultancy, built over 37 years of dedicated service.

achievement

Seasoned Experience

Starting in 2007, I've served the industry for over 16 years. My proven dedication to servicing clients and seasoned industry understanding make me a reliable partner for financial and wealth management.

What people says about us

Trust is priceless & only time can buy it for you, with genuine, honest & transparent efforts! Here is what I have earned over the years of my service

LT. Brigadier P.S. Jaggi

Director General, Air Defense (Retd.)

Suraj Mahiwal provided excellent financial advice and support during our time working together. He was always reliable, clear in his guidance, and ensured that my financial goals were met with precision. I deeply appreciated his dedication.

Dr. Kuldeep Kaur

Senior Cardiologist, CMC Ludhiana

Suraj mahiwal has been a tremendous help in managing my finances. As a busy cardiologist, I needed someone who could handle the complexities of my financial planning with ease and expertise. Suraj mahiwal provided clear, tailored advice that allowed me to focus on my work, knowing my financial future.

Rajesh Malik

Cable Business Owner, Himachal Pradesh

Suraj mahiwal has been an invaluable partner in helping me manage the financial aspects of my cable business and factory in Himachal Pradesh. His deep understanding of the industry and personalized approach made a significant difference in optimizing my finances. Whether it was planning for expansion or managing day-to-day expenses, Suraj Mahiwal provided the guidance I needed to make informed decisions. I’m grateful for his expertise and highly recommend his services.

Colonel KJ Singh (Retd.)

Colonel

Suraj Mahiwal has been a trusted advisor in managing my financial affairs. His expertise and straightforward approach have made navigating financial decisions much easier for me. I appreciate his dedication and the personalized service he provides. Working with Suraj Mahiwal has given me confidence that my financial future is in capable hands.

Sanjeev Bannot

Intelligence Officer

Suraj Mahiwal has been instrumental in guiding me through my financial planning with utmost professionalism and discretion. His advice has always been clear, practical, and tailored to my unique needs. I trust his judgment completely and appreciate the peace of mind he brings to my financial decisions. I highly recommend his services to anyone seeking a knowledgeable and reliable financial consultant.

Sanjeev Singla

Owner of Durga Marbles & Social Worker

Suraj Mahiwal has been an incredible asset in managing the financial aspects of my business and personal life. His insightful advice has helped me navigate the complexities of running Durga Marbles while also supporting my social work initiatives. I value his honest approach and the personalized attention he gives to every detail. Working with Suraj Mahiwal has been a great experience, and I highly recommend him to anyone looking for a reliable financial consultant

Gurdip Saini

Software Developer

Even after moving to Canada, I've continued to rely on Suraj Sir for financial guidance. His support has been invaluable in helping me navigate the financial aspects of my new life abroad while also working towards my long-term goals. His advice is always practical, timely, and tailored to my needs. I'm grateful for his continued assistance and highly recommend his services to anyone, no matter where they are in the world.

KJ Khadwalia

Founder & CEO, Indo Farms

Suraj mahiwal has been an invaluable partner for Indo Farms. As the leader of a company that produces tractor parts, I need financial guidance that is both strategic and practical. Suraj’s expertise and proactive approach have greatly contributed to our financial health and growth. His deep understanding of our industry and personalized advice have made a significant impact. I highly recommend Suraj for anyone looking to enhance their financial management.

Ram Kishan Fauji

Former Health Minister, Haryana

Suraj mahiwal has provided exceptional financial guidance throughout our engagement. His expertise and dedication have been evident in every aspect of his work, offering tailored solutions that have greatly benefited both my personal and professional finances. I highly appreciate his professionalism and insightful advice, and I am pleased to recommend his services to anyone seeking reliable consultation

Hobby Dhaliwal

Actor - Punjabi Film

I took health policy from Kunal Singh and then later with the services we ported our whole family health policies with them. They have the best team and provide the best services

Sunil Jain

CEO and Founder Outsourcing Technology

Working with Suraj Mahiwal has been a game-changer for my business. As a website owner, I needed a financial consultant who not only understood numbers but also the unique challenges of the digital world. Suraj Mahiwal provided insightful strategies and clear guidance that helped me streamline my finances and maximize my profits. Their expertise and dedication have truly set them apart, and I highly recommend their services to anyone looking to elevate their financial game.

AWARDS AND RECOGNITIONS

MRDT

Qualifier 2022
Certification of Appriciation

Member of MRDT

Congratulations on Achieving member of MRDT, The Premier Association of Financial Professionals 2018

MRDT 2024

Qualifier 2024
Certification of Appriciation

MRDT 2023

Qualifier 2023
Certification of Appriciation

MRDT 2020

Qualifier 2020
Certification of Appriciation

One Crore FPI

Congratulations SMT. Surinder Paul Kaur, Chief Life Insurance Advisor

Certificate of Completion

Certificate of completion in Financial Planning & Financial Services

Certificate of Completion

Certificate of completion in Financial Planning & Financial Services

Certificate of Completion

Certificate of completion in Financial Planning & Financial Services

Happy Republic Day

Certificate of completion in Financial Planning & Financial Services

Ardh Shatakveer Trophy

Ardha Shatakveer Trophy
Financial Year 2015-2016

Achiever's Trophy

Achiever's Trophy
Financial Year 2012-13

CLIA DIAMOND BRIGADE

CLIA DIAMOND BRIGADE
Financial Year 2011-12

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