Why Blue Pelican Wealth Management Services

We advise & assist our clients in achieving financial freedom; financial freedom is a long-term process of building asset base to generate passive flows which would take care of your lifestyle expenses. We are one stop solution for all your financial needs.

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

How We Work With You

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

Schedule a Meeting

Understand Your Need

Financial Planning

Invest

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 Services

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.

Financial Video
Market Watch

With this, the total inflow in equities has reached over Rs 82,200 crore during the current financial year so far (April-November), according to data from the Association of Mutual Funds in India (Amfi).
Thu, 20 Dec 2018 16:15:04 +0530


The initial share sale comprises fresh issuance of shares aggregating up to Rs 70 crore and an offer for sale of up to Rs 29 lakh by the company#39;s promoters, according to the draft red herring prospectus (DRHP) filed with Sebi.
Tue, 06 Nov 2018 18:26:14 +0530

Client Testimonials

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.

Mr. Anil Susarla
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.

Dr. Rashmi Shanker
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.

Mr. Gautam Shah
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.

Mrs. Zalak Patel
President - Nagarpalika, khedbrahma
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