About Blue Lake Finserve
Blue Lake Finserve is a Technology company based in Mumbai (India) founded in 2021 by Avinash Welekar. It offers mutual funds, PMS, fixed deposits, bonds, and stocks for wealth creation and diversification. It operates on a B2C and D2C model. Blue Lake Finserve offers products and services including Mutual Funds, PMS, Fixed Deposits, Bonds, and Stocks. Its focus areas include FinTech, Investment Tech, Fixed Income and Fixed Deposits. Its legal entity in India is BLUE LAKE FINSERVE LLP (AAX-7826). Similar companies include Groww, Angel One and Upstox; 3 of its 3 listed similar companies have raised funding.
Company details
Blue Lake Finserve is a financial services firm that offers a range of investment products such as mutual funds, portfolio management services, fixed deposits, bonds, and stocks. It focuses on goal-based investing for individuals, including retirement and education funds, using diversification strategies to manage risks. Based in India, it targets retail investors seeking stable returns and tax-saving options through online platforms and expert advice.
- Headquarters Mumbai, India
- Founders Avinash Welekar
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website bluelakefinserve.com
- Legal Name Blue Lake Finserve Llp
- Date of Incorporation 15 Jul, 2021
- Jurisdiction Mumbai, Maharashtra, India
Associated legal entities of Blue Lake Finserve
Blue Lake Finserve operates through Blue Lake Finserve Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Blue Lake Finserve Llp CIN AAX-7826 | Active | 15 Jul 2021 | Mumbai, Maharashtra | 2 | View details |
Products & Services of Blue Lake Finserve
Blue Lake Finserve offers a comprehensive portfolio of products and services, including Mutual Funds, PMS, Fixed Deposits, Bonds, and Stocks.
Funds investing in equity and debt for long-term wealth growth.
Customized portfolios for high-net-worth individuals with higher risks.
AAA-rated deposits offering higher returns than bank FDs for stability.
Tradable instruments for attractive returns and tax-saving opportunities.
Platform for trading stocks, IPOs, and derivatives via partnerships.
Board of directors of Blue Lake Finserve Llp (Blue Lake Finserve)
Blue Lake Finserve Llp is the primary company behind Blue Lake Finserve. The board of Blue Lake Finserve Llp currently have 2 directors; the longest-serving is Avinash Baliramji Welekar, appointed in 2021.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Avinash Baliramji Welekar DIN 09240679 | Designated Partner | 15 Jul 2021 | 5 yrs 4 mo | Blue Lake Finserve Llp |
| Pranali Vijayrao Barapatre DIN 09240680 | Designated Partner | 15 Jul 2021 | 5 yrs 4 mo | Blue Lake Finserve Llp |
People of Blue Lake Finserve
1 people are tracked at Blue Lake Finserve (1 in leadership).
| Name | Role | Group |
|---|---|---|
| Founder | Leadership |
Complete people profiles for Blue Lake Finserve
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Similar companies to Blue Lake Finserve
Blue Lake Finserve has 3 listed similar companies in our database, 3 of them funded. They include Groww, Angel One and Upstox.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| groww.in | 2016 | Bengaluru, India | $595.76M | 933 | An online platform for investments and trading services is offered. | |
| angelone.in | 1996 | Mumbai, India | $38.41M | 2,974 | App-based brokerage stock trading platform | |
| upstox.com | 2009 | Mumbai, India | $219.86M | 582 | Tech-driven trading platform is offered for low-cost brokerage services. |
Detailed similar companies of Blue Lake Finserve
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Blue Lake Finserve (Investment & Financial Technology) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 549.14 M | 3,823 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 |
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Frequently Asked Questions about Blue Lake Finserve
Blue Lake Finserve was founded in 2021.
Blue Lake Finserve is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Blue Lake Finserve is a financial services firm that offers a range of investment products such as mutual funds, portfolio management services, fixed deposits, bonds, and stocks. It focuses on goal-based investing for individuals, including retirement and education funds, using diversification strategies to manage risks. Based in India, it targets retail investors seeking stable returns and tax-saving options through online platforms and expert advice.
Blue Lake Finserve offers Mutual Funds, PMS, Fixed Deposits, Bonds, and Stocks.
Blue Lake Finserve operates through Blue Lake Finserve Llp.
The legal entities of Blue Lake Finserve currently have 2 directors, including Avinash Baliramji Welekar, Pranali Vijayrao Barapatre.