info@bluepelicanwealth.com
+91 9904336060
Are you aware of the exact valuation of your investments at any given point of time?
Do you know about all the asset classes where your investment portfolio is allocated in?
Do you have single point of contact i.e. wealth management firm where you can get unbiased and professional advise for Equity, Mutual funds and Fixed Income ?
Are you absolutely confident that your portfolio is invested in the most tax efficient manner?
Are you aware of all the charges that you end up paying indirectly on your insurance policies?
We believe that you have a clear understanding of your financial goals. But are you aware of all the opportunities available for investments? Have you considered them all?
In case you hesitated while answering any one of the above, you can give us a call at +91 9904336060
Blue Pelican Wealth Management are customized for every family we serve. We operate with high professional standards and believe in building client relationships based on respect, trust, discipline, integrity and transparency
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Understand Your Need
Financial Planning
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Periodically Review Your Portfolio
- First we identify the objectives for making investments through active communication.
- We offer financial solution to meet your short and long-term financial goals.
- We never give advice in haste or as a knee jerk reactions. We stay calm and think logically while advising.
- We take care of your liquidity and tax concerns.
- Portfolio is gradually built based on the needs and goals of the customer.
- We provide end to end support; from financial planning till execution. Investment is a dynamic process and we keep tab on your investment portfolio & market conditions and take suitable action as & when required.
Our investment planning process integrates all aspects of your financial life – Financial Planning, Investments, Insurance, Tax planning and liabilities—into a single comprehensive plan that addresses each facet of your unique wealth management requirements.
Blue Pelican Wealth Management has been involved in assisting us to take a decision regarding potential investments in bonds, equity and mutual funds for many years. Their understanding of the subject has been deep and beyond reproach. They have always given good advice in the subject and have been instrumental in shifting our developing requirements based on the emerging economic and financial scenario. I look forward to their continuous support in the future.
CEO - Anishya Lifecare Pvt Ltd
My busy doctor life never allowed me to identify and plan my financial goals. At Blue Pelican Wealth, I was able to prioritize my future goals, save for them and also assess my performance on each goal. With the help of Mr. Gaurav Singhvi, I was able to invest into multiple asset classes and save on taxes also. They carry out regular review and rebalance of my portfolio and advice accordingly. They also help in keeping a close track on my existing loans. I personally recommend it to all working professionals.
Consultant - Dermatologist
I am so glad you were there when we require your advice. It was middle of our conversation when you gave us a right advise at a right time. Your timely Investment and protection advise has helped us to come out in such a critical situation. Thanks Gaurav, you were always with us whenever we needed you.
Retired Army Colonel
Great investment recommendations team Blue Pelican. I am confident after reading your info about the investment and protection planning it has helped our family members including me to manage the portfolio effectively. Your advise has saved us from many unforeseen consequences due to market condition. Many thanks to team BPWM.
President - Nagarpalika, khedbrahma
+91 9904336060
+91 9909699066
B-1009, 10th Floor Sivanta One Business Park Opp. Nalli Silk Saree, Pritamnagar, Ashram Rd, Ellisbridge, Ahmedabad, Gujarat 380006
