Blue Pelican Wealth Private Limited is a leading boutique Wealth Management and Financial Planning firm dedicated to helping Individuals,HNIs and NRIs to achieve long-term Financial Goals and Financial Independence. Blue Pelican Wealth is a leading boutique wealth management and financial planning firm dedicated to helping individuals and families achieve long-term financial well-being. Establishe
d with a vision to simplify wealth management through expertise, trust, and personalization, we have become a reliable financial partner for our clients. We provide personalized one-on-one services through our team of specialists in key financial areas, including retirement, wealth building, taxation, insurance, and estate management. Our mission is to simplify complex financial matters, enabling Resident Indians, HNIs and NRIs to make well-informed decisions with confidence. Through insightful and regular engaging, We helping our clients to navigate investment opportunities, tax structures, and financial security. Our Mission : We are on a Mission to Educate 1,000 People About Financial Literacy and Empower them to Live a Financially Confident, Happy and Stress Free Life by Helping them to Manage Their Money so that they can get Financial Freedom in 10 - 15 yrs by our SMM Principle. Our Vision : Our Vision to Educate, Inspire, Empower One Million People to Live a Financially Confident, Happy and Stress Free Life. Our Core Values, Philosophy and Principles:
➤ We are a follower of Client First, We Next and Win-Win-Win Principle.
➤ We follow all professional ethics with full integrity.
➤ Our focus is to ensure that our client’s get the right amount of money available at right point of time whenever it is required in life.
➤ Our objective is to make people live a happy life in present rather than dying rich in future trying to accumulate lot of assets.
➤ We Don`t Believe in Transactional Business’, We Believe in ‘Transformational Business’.
➤ We have a core belief that if you don’t get value for your money then your money has no value for us. Hence, we work with only those clients where we can make a meaningful difference in their life if they are associated with us. Our Services & offering :
➤ Financial Planning
➤ Investment Planning and Counselling
➤ Retirement & Tax Planning
➤ Risk & Estate Planning
➤ Mutual Fund & SIPs
➤ Stocks(Equity) Investments
➤ Fixed Income
➤ Life Insurance
➤ Health Insurance
➤ PMS & AIF
