About Us

Welcome to BlueFort Financial. We’re a team of financial experts who are here to help you make the most of your money. Our goal is to empower you to achieve your financial dreams in a simple and straightforward way. We offer personalized strategies that are tailored to your unique needs and goals. Whether you’re just starting out, planning for retirement, or looking to grow your wealth, we have the knowledge and tools to guide you every step of the way. Join us on this journey to financial success and let’s build a brighter future together.

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Our Core Values

Education

Every client interaction will be to exchange knowledge, not strike a business deal!

Accountability

We are answerable for any deviations from your objectives, we wont blame the markets!

Objectivity

We strive to advise based on facts, not opinions!

Proactivity

We cant predict the market, but we can prepare for it!

Simplicity

We assure you of keeping things simple, even though complexity sells better

Partnership

Transparency is the key ingredient for the successful running of any relationship

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

Awards & Certificates

This achievement reflects the hard work, dedication, and talent of our entire team. Their relentless pursuit of excellence, combined with their passion for the BlueFort Financial, has set us apart and positioned  as a trusted and respected name in the industry.

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.