Private Wealth Management

By actively tracking progress of the entire wealth, we insist on a holistic approach that enables us to give customized solutions based on a family’s constraints, risk taking ability, and objectives.

Estate Planning

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

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Tax Planning

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

"This is what wealth management companies should do! I have never had this kind of experience in the past with financial advisors and this is the kind of service I have been looking for. It’s nice to have one place to come to, without being too large or institutional. I know my whole financial picture and that puts me and my family at much more ease”

Kamal  Shah

Diamond Merchant

Testimonials

"I would talk of instant impact if I have to talk about BlueFort Financial. The energy these young individuals have is heartening to see. They have managed to add monetary and non-monetary value to my portfolio and the best part is, the entire process seemed effortless. I think I am at a much better place in terms of understanding market behaviour and its relation to my investments."

Mrs. Aruna Jhaveri

House-wife

"Holistic Investment Management - That is what BlueFort has managed to do for me. Starting from making me patiently understand my risk profile, tax implications, and importance of asset allocation. The best thing about them is they are not pushy and cover other aspects such as making a will and estate planning.

Mr. Roshan Nair

Businessman