about us
Trusted guidance for financial growth
With years of expertise in finance and consulting, we provide tailored strategies to help you achieve sustainable growth. Our commitment is to guide you with integrity, insight, and a personalized approach.
financial strategies
Tailored plans to meet your unique financial needs and goals.
services
Expert finance & consult services for success
01
Mutual Fund Distribution
Investing in mutual funds is a smart option to grow your wealth. Mutual funds pool money from various investors to buy a diversified portfolio of stoc...
02
Bonds
Bonds are fixed-income securities that allow you to lend money to governments or corporations in exchange for regular interest payments and the return...
03
Fixed Deposits (FD )
Fixed deposits offered by companies. They provide higher interest rates than traditional bank FDs while offering stable and predictable returns....
04
Share Broking
Share Broking empowers you to buy and sell company shares seamlessly, providing expert guidance and real-time access to the stock market. It opens doo...
05
Audit and taxation
Audit and Taxation services ensure your financial integrity and compliance with regulatory standards. Through thorough examination of your financial r...
06
Insurance Solutions
Life is unpredictable—but the right insurance can provide stability and peace of mind. We offer a wide range of insurance solutions, including life, h...
Why Choose Us
Why trust us our finances
Deep Industry Experience
100+ years of industry expertise, crafting winning strategies in Mutual Funds and Commercial Insurance. Your financial security, our priority. Choose experience, choose us.
Consulting Expertise
Service over sales defines us. Our consulting respects your time – we connect only when it suits you, ensuring no disruptions. Your convenience, our commitment.
- Strategic Financial Planning
- Expert Investment Advisory
SIP Calculator
Discover the Powerful Features of Our SIP Calculator
Monthly investment (₹)
Time period (Year)
Expected Return (%)
Chart Data
What Early Investing Can Do
Starting your investment journey early allows your money to grow over time through the power of compounding.
Even small contributions made consistently can lead to significant wealth creation, helping you achieve long-term financial goals with greater ease.
BSE Data
Sensex Data from Inception to Present Date: A Comprehensive Overview
Here is the BSE data from initial to current date.
If you invested ₹1,00,000 10 years ago, its present value would be ₹9,93,993.
The above calculation is made using the Lumpsum Calculator below.
Sensex Data from Inception to Present Date: A Comprehensive Overview
Our Features
Top Features We Provide
Portfolio Analysis
Gain deep insights into your investment portfolio with detailed analytics, performance tracking, and risk assessment to optimize your returns.
Invest Online
Seamlessly invest in a wide range of mutual funds, stocks, and other financial products online with just a few clicks.
Goal Tracker
Set and monitor your financial goals, such as retirement or education savings, and stay on track with personalized recommendations.
Online KYC
Seamless Online KYC , Verify your identity digitally and begin your investment journey in minutes.
some facts
Key facts our expertise
Our expertise is built on years of industry experience, proven financial strategies and a commitment to client success.
20+
Years of Team Experience
95%+
Client success rate
20+
Global research
- Strategic financial planning
- Expert investment advisory
Our Tools
Key features of our finance and consulting
Financial Calculator
Easily estimate returns, EMI, SIP goals, and more with our accurate financial calculators.
Financial Health
Get a quick check-up of your financial well-being and identify areas for improvement.
Risk Profile
Understand your investment risk appetite to choose the right financial products.
Pay Premium Online
Conveniently pay your insurance premiums online with secure payment options.
Useful Links
Access a curated list of trusted resources for your financial planning journey.
Fund Performance
Track and compare the performance of mutual funds to make informed investment choices.
what we do
Driving financial growth and success
We provide expert financial and consulting solutions designed to foster growth, stability, and long-term success.
- strategic financial planning
- expert investment advisory
- risk assessment & mitigation
- retirement & future planning
20+
Years of Team Experience
how it work
Our process for financial success
Our process is designed to guide you every step of the way. From initial consultation to personalized strategy development.
step-01
Understand the Client's Profile and Objectives
We start by understanding your financial goals, challenges, and priorities to tailor a personalized strategy that suits your objectives.
01
step-02
Recommend Suitable Mutual Fund Schemes
We analyze your risk profile and goals to recommend mutual fund schemes that align with your investment horizon and financial objectives.
02
step-03
Execute, Monitor, and Review Investments
We implement your investment plan, continuously monitor performance, and regularly review it to ensure alignment with your evolving financial goals.
03
faqs
Your most frequently asked questions answered
1000+ Client 5.0 (2250 Reviews)
300+
What Our Clients Say
Trusted by 250+ Clients Across the Financial Spectrum
Our clients trust us with their financial goals—from wealth management to investment planning. Hear their experiences and success stories that reflect our commitment to excellence and personalized service.
Their invaluable guidance has brought remarkable growth and stability to my financial journey. I trust them completely with my financial future. Their highly professional and efficient team has been instrumental in my tremendous success.
Impressed with their financial expertise. They've significantly boosted my investments, leading me to impressive financial success. Their incredible support and guidance are highly recommended for anyone seeking financial stability and robust growth.
Our Blog
Expert financial tips, insights & strategies
.jpg&w=1080&q=75)
Scan to Download
Blue Edge Wealth Private Limited App
