About BlueFort Financial
BlueFort Financial is a company based in Mumbai (India) founded in 2019. It operates as a D2C, and B2C. BlueFort Financial offers products and services including Estate Planning, Tax Planning, and Wealth Management. BlueFort Financial operates in a competitive market with competitors including Muthoot Fincorp, Motilal Oswal Private Wealth, Muthoot Group, Fortune Wealth Management and Amrapali, among others.
- Headquarter Mumbai, India
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Bluefort Financial Llp
- Date of Incorporation 10 May, 2019
- Jurisdiction Mumbai, Maharashtra, India
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Annual Revenue
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Products & Services of BlueFort Financial
BlueFort Financial offers a comprehensive portfolio of products and services, including Estate Planning, Tax Planning, and Wealth Management. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Service for creating enduring legacies and efficient asset transfers.
Strategies to minimize tax liabilities and optimize returns.
Holistic approach to tracking and managing client portfolios.
Funding Insights of BlueFort Financial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by BlueFort Financial
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - BlueFort Financial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Bluefort Financial Comparisons
Competitors of BlueFort Financial
BlueFort Financial operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Muthoot Fincorp, Motilal Oswal Private Wealth, Muthoot Group, Fortune Wealth Management and Amrapali, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
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Offers comprehensive wealth management services, including portfolio advisory and financial planning.
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Provides investment management, broking, and wealth creation services for clients in India.
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Investment management services are provided to clients by the firm.
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Offers private wealth management, family offices, and investment banking services.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about BlueFort Financial
When was BlueFort Financial founded?
BlueFort Financial was founded in 2019.
Where is BlueFort Financial located?
BlueFort Financial is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
What does BlueFort Financial do?
BlueFort Financial is a private wealth management firm headquartered in Mumbai, India, offering holistic financial solutions such as estate planning and tax planning. They actively track client wealth progress and provide customized advice across asset classes. The company has expanded to locations like Bangalore, Delhi, Hong Kong, and Dubai, serving high-net-worth individuals with digital tools including an app for portfolio management.
Who are the top competitors of BlueFort Financial?
BlueFort Financial's top competitors include Muthoot Fincorp, Muthoot Group and Ladderup.
What products or services does BlueFort Financial offer?
BlueFort Financial offers Estate Planning, Tax Planning, and Wealth Management.
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