Our Expertise, Your Investment.

Have Financial Aspirations?

BlueFort Wealth management specialises in helping families, from young professionals to high net worth individuals reach their financial and personal goals.

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.

About Us

Why Choose 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 Offer Financial & Superior Services

Have a particular challenge you’re trying to deal with? 

Do contact us!

Members

Meet Our Team

Siddhanth Jain

CA, CFA

Partner

Viraj Vora

CFA

Partner

Sanyam Jain

CA,CFA, FRM

Partner

Akshay Kalyanpur

COO

COO

Shansita Sahu

Associate Partner

Associate Partner

Latest Blogs & Resources

The Unfortunate Consequences of Not Making a Will

The Unfortunate Consequences of…

The Unfortunate Consequences of Not Making a Will Did you know that the Indian law does NOT recognize a nominee to be the beneficial owner after the original owner’s death? Also…

(F)Utility of Trying to Time the Market

(F)Utility of Trying to…

(F)Utility of Trying to Time the Market If only we had a dollar for every time we had this conversation with a client… Client: “Siddhanth, I want to invest 50…

Union Budget 2020 and How it Affects You!

Union Budget 2020 and…

Union Budget 2020 and How it Affects You! The Union Budget 2020 presented on 1st February has definitely evoked some passionate opinions and responses across the industry. And there were…

Testimonials

A small river named Duden flows by their place and supplies it with the necessary regelialia. It is a paradise

Kamal Shah Diamond Merchant

"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”

Mrs. Aruna Jhaveri House-wife

"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."

Mr. Roshan Nair Businessman

"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.