Use trusted agency that accelerate results
Whether you are charting a path to retirement or seeking to build a fully optimized multi-asset portfolio using a collection of external managers, achieving success requires a clear vision and deep expertise managing all aspects of wealth.
No matter the complexity of your situation, Blue Edge’s Wealth Advisors team has the resources, insight, and dedication to provide expert guidance for every step of your journey.
Mutual Funds
Mutual fund is an investment tool, where funds are collected from different interested investors and are invested in securities such as stocks, bonds, money market instruments and such assets. We offer advisory service for a number of ways to invest in mutual funds that are professionally managed by well-known and respected fund managers. We offer advisory service for mutual funds ranging from debt to equity. We establish our selection on first-hand, in-depth research taking into consideration various factors including investment philosophy, portfolio quality, risk-adjusted returns and market development.
Insurances and Term Plans
Blue Edge’s Insurance Practice combines acute market awareness and breadth of capability to provide you with solutions across a full range of Audit, Tax, Financial Advisory, and Consulting challenges facing your business.
Our insurance advisory services are committed to acting in the best interest of our clients. The risk management practice revolves around identifying, analyzing risk which ends with the right pricing of the calculated risks for our esteemed clients. The underinsurance is the main problem with the Indian citizen’s as generally, they are ending up paying higher premiums for low cover.
Our boutique of insurance advisory includes Insurance for individuals, Asset Protection, Liability Covers, Professional Indemnities, Group covers ( through tie-ups), etc.
Corporate Bonds and FD’s
We offer advisory services for a range of Corporate Bonds and Fixed Deposits varying in tenures, interest rates & institutions to suit your investment needs. The deposit schemes have been specially chosen from high-safety options to ensure that you enjoy the twin benefits of returns and protection.
PMS
We aim to deliver superior wealth creation by way of a long-term compounding effect, with investments in good businesses run by great business managers.
Our advisory service provides professional management of your portfolios with the objective of delivering consistent long-term performance while controlling risk. We recognize that portfolios need to be constantly monitored and periodic changes are needed to be made to optimize the results. A research team is responsible for establishing our investment strategy and providing us real time information to support it. Also, we take care of all the administrative aspects of a particular portfolio with a monthly reporting on the overall status of the portfolio and its performance.
Work with us to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals according to your specific needs and comfort levels. Our estate planning, insurance, and wealth management expertise will put you in the best position to succeed while allowing you to maximize your time devoted to focusing on the pursuits that are most important to you.
We help finance leaders design, transform, and operate their finance functions in a digitally powered environment, maximizing the effectiveness and efficiency while enhancing user experience.