WELCOME TO BLUEFORT FINANCIAL
"An investment in knowledge pays the best interest"
- Benjamin Franklin
ABOUT US
BlueFort Wealth management specialises in helping families, from young professionals to high net worth individuals reach their financial and personal goals. We understand that our clients, who have achieved great success, have worked hard and sacrificed much to get where they are. We also understand that choosing an advisor to manage a lifetime’s wealth is no easy decision and the responsibility that comes with it.
We recognise that our profession requires a paradoxical combination of logic, knowledge instinct, and trust. In the increasingly complex financial environment, it is our firm belief that wealth managers must shift focus from enticing clients with products only to embracing a more holistic approach. At BlueFort, we understand that each family has different objectives and constraints which must be documented, catered to, and monitored continuously.
Our guiding principle for those who manage clients at BlueFort is “every client interaction must be with an aim to patiently exchange knowledge and provide relevant data in light of their objectives and constraints, not to sell a product.”
Solutions
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
Tax Planning
Using legitimate methods of tax saving to reduce the difference between pre-tax and post-tax returns
About Us
"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
Meet The Team
Siddhanth Jain
CA, CFA
Partner
Viraj Vora
CFA
Partner
Sanyam Jain
CA,CFA, FRM
Partner
Akshay Kalyanpur
COO
Shansita Sahu
Associate Partner
CONTACT US
Have a particular challenge you’re trying to deal with?
Do contact us!
230, Hubtown Solaris, Opp Teli Gali, Andheri East, Mumbai - 400 053
+91 88790 93807