About BlueFort Financial
BlueFort Financial is a Financial Services company based in Mumbai (India) founded in 2019. It provides customized wealth management, estate planning, and tax optimization for clients. It operates on a D2C and B2C model. BlueFort Financial offers products and services including Estate Planning, Tax Planning, and Wealth Management. Its focus areas include FinTech, Investment Tech, Portfolio Management and Asset Tracking. Its legal entity in India is Bluefort Financial Llp (AAP-2549). Its competitors include Muthoot Fincorp, Motilal Oswal Private Wealth and Muthoot Group.
Company details
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.
- Headquarters Mumbai, India
- SectorsFinancial Services
- Email••••••••
- Website bluefortfinancial.com
- Social LinkedIn X Facebook YouTube
- Legal Name Bluefort Financial Llp
- Date of Incorporation 10 May, 2019
- Jurisdiction Mumbai, Maharashtra, India
Associated legal entities of BlueFort Financial
BlueFort Financial operates through Bluefort Financial Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Bluefort Financial Llp CIN AAP-2549 | Active | 10 May 2019 | Mumbai, Maharashtra | 2 | View details |
Products & Services of BlueFort Financial
BlueFort Financial offers a comprehensive portfolio of products and services, including Estate Planning, Tax Planning, and Wealth Management.
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.
Apps and channels of BlueFort Financial
BlueFort Financial publishes 2 mobile apps with over 100 downloads; its YouTube channel The BlueFort BluePrint has 1.51K subscribers and 30 videos.
Videos from BlueFort Financial
The most watched videos on BlueFort Financial's YouTube channel, The BlueFort BluePrint (1.51K subscribers). Click a video to play it here.
More on The BlueFort BluePrint.
Board of directors of Bluefort Financial Llp (BlueFort Financial)
Bluefort Financial Llp is the primary company behind BlueFort Financial. The board of Bluefort Financial Llp currently have 2 directors; the longest-serving is Viraj Devang Vora, appointed in 2019.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Viraj Devang Vora DIN 08448823 | Designated Partner | 10 May 2019 | 7 yrs 5 mo | Bluefort Financial Llp |
| Siddhanth Arun Jain DIN 08448812 | Designated Partner | 10 May 2019 | 7 yrs 5 mo | Bluefort Financial Llp |
Competitors of BlueFort Financial
BlueFort Financial has 3 listed competitors in our database. They include Muthoot Fincorp, Motilal Oswal Private Wealth and Muthoot Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| muthootfincorp.com | 1887 | Thiruvananthapuram, India | 40,991 | Non-banking financial company specializes in providing a range of financial products & services | ||
| motilaloswalpwm.com | 2007 | Mumbai, India | 7,917 | Offers comprehensive wealth management services, including portfolio advisory and financial planning. | ||
| muthootgroup.com | 1887 | Ernakulam, India | 28,933 | Diversified operations are conducted across multiple industries by Muthoot Group. |
Detailed competitors of BlueFort Financial
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Web traffic of BlueFort Financial
The website of BlueFort Financial (bluefortfinancial.com) receives about 4.5K visits a month.
- Monthly visits4.5K
▲ 54.7% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as BlueFort Financial (Asset Management) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | ||||
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India |
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Related news about Bluefort Financial
Complete news archive for BlueFort Financial
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Frequently Asked Questions about BlueFort Financial
BlueFort Financial was founded in 2019.
BlueFort Financial is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
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.
BlueFort Financial's top competitors include Muthoot Fincorp, Muthoot Group and Motilal Oswal Private Wealth.
BlueFort Financial offers Estate Planning, Tax Planning, and Wealth Management.
BlueFort Financial operates through Bluefort Financial Llp.
The legal entities of BlueFort Financial currently have 2 directors, including Viraj Devang Vora, Siddhanth Arun Jain.
Yes. BlueFort Financial publishes Bluefort Financial and 1 more app, with over 100 downloads.