“There are two types of people in this world: one who makes a commitment and the other who keeps it” – Peter Drucker. This is Blue Finvest and we don’t just talk or don’t create a dream or goal to just keep it. We guide you to prosperity. We are your guiding star to wealth!!
Whatever road you take, your guiding star is with you. We are at every step of your life with you by providing an exceptional product which simplifies everything by cutting out the clutter around and enhancing your understanding of qualitative living and cherishing your wealth.
With years of experience in the financial broking industry, we found a need for personal money management. So we started with BLUE FINVEST where we will be listening to you, educating and providing you with an unbiased solution, which leads to better money management and finally achieves your financial goal.
Yes, you got it right, unlike a typical sales process where sales pitch and hard selling are common, we listen to you, understand your needs and work for it. Since it’s a matter of financial planning of your goals which are important to your financial well being, We invest our time and expertise in focusing on organizing and optimizing your wealth.
Investment is not about chasing hot markets and getting rich quickly. It’s all about capturing available returns patiently, sensibly and with better money management. We educate you to discipline your finance and cherish it. We follow a 3 step process to deliver you a personalized service.
At Blue Finvest, We say what is right for you and do not take a second thought to say what’s not for you.
ARE WE QUALIFIED ENOUGH TO MAKE YOUR FINANCIAL BLUEPRINT ?
Blue Finvest consists of a qualified team of Financial Planners from FPSB India, CFAs from ICFAI and Chartered Accountants with a combined experience of 40 years of service . However, our biggest qualification comes from serving you.
What do we believe?
Your well-managed money sets you free and makes an exponential difference in the quality of your living.
Our Values & Philosophy:
Client Focus: Putting our clients at the centre and giving our best to fulfil the expectations of our clients.
Ethics & Integrity: To maintain a high degree of integrity and honesty in our work
Customization: Offering tailored solutions to our clients based on their financial goals & risk appetites.
Education & Solution: Using knowledge & expertise to provide financial education and solution in every aspect.
Do you want to make a difference in your life ??
IMPROVE YOUR FINANCIAL WELL BEING WITH OUR INITIAL CONSULTATION.
“ You MUST gain control over your money or the lack of it will FOREVER control you”- David L. Ramsey.
#Bfinvestor
