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Our Expertise, Your Investment.

"An investment in knowledge pays the best interest"
- Benjamin Franklin

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Solutions

Financial Solution we offer at BlueFort Financial

Private Wealth Management

By actively tracking progress of the entire wealth, we insist on a holistic approach that enables us to give customized solutions .

Estate Planning

Create an enduring legacy that passes your values and assets in the most efficient manner.

Tax Planning

Using legitimate methods of tax saving to reduce the difference between pre-tax and post-tax returns.
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Meet Our Team

Siddhanth Jain

Partner

CA, CFA

Sanyam Jain

Partner

CA,CFA, FRM

Viraj Vora

Partner

CFA

Akshay Kalyanpur

Chief Operating Officer

Shansita Sahu

Associate
Partner

Parag Aggarwal

Associate
Partner

Company Timeline

2019

Incorporated the company with the headquarters in Mumbai

2020

Shifted entirely to digital and launched an app.
Crossed AUM of 50 Crores.

2021

Expanded to Bangalore
Crossed AUM of 100 Crores

2022

Crossed AUM of 200 Crores
Added new locations in Delhi, Ahmedabad, and Hong Kong.

Recognized by CEO insights in Top 10 Leaders in Wealth Management

2023

Partnered with Kristal.ai to offer more than 50,000 international financial products.

Awarded Most Valued Wealth Management Service Providers at the Global Business Summit by Business Connect Magazine

Latest Blogs & Resources

(F)Utility of Trying to Time the Market

(F)Utility of Trying to Time the Market

April 4, 2023

(F)Utility of Trying to Time the Market If only we…

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The Direct vs. Regular Debate

The Direct vs. Regular Debate

December 20, 2022

If you’re a mutual fund investor, you probably know that…

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The Active vs. Passive Debate

The Active vs. Passive Debate

August 22, 2022

Passive investing – Investors purchase an instrument that mimics a…

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Media & Podcasts

Awards & Certificates

This achievement reflects the hardwork, dedication, and talent of our entire team
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CEO Insights

Siddhanth Jain, Viraj Vora & Sanyam Jaina: A Team Of Young Turks Ameliorating The Wealth Management Industry
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Discussing Podcast

In this episode of the BlueFort Blueprint, we are in talks with Neil Borate.
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Siddhanth Jain

CA, CFA

Siddhanth has over 6 years of experience in wealth management. He specializes in bringing a holistic approach in managing clients and their portfolios with wide product knowledge across asset classes. 

Prior to BlueFort, Siddhanth was in Anand Rathi Private Wealth where he worked with several HNI and UHNI families in managing their wealth and advised them on financial planning, portfolio management and tax planning.

Sanyam Jain

CA, CFA, FRM

Sanyam has experience of more than 5 years in the fund management industry before BlueFort.

He brings in-depth product knowledge to portfolio management, having been a core part of the research team across multiple funds. Prior to BlueFort, he was an Investment Analyst at Allard Partners, a Hong Kong based billion dollar hedge fund, investing in equities across Asia. Sanyam has also worked in a boutique AIF, Nepean Capital, and Edelweiss Securities.

Vraj Vora

CFA, BBA Finance

Viraj has over 6 years experience in private wealth management. Before BlueFort, Viraj was a part of the Anand Rathi Private Wealth channel partner team.

He was rated highly by marquee partners and HNIs for his original thought pieces and product knowledge. His responsibilities included investment strategy development, relationship management, sourcing deals and portfolio monitoring.