We believe you will enjoy working
with Blue Edge private wealth managers:
pleasant yet brutally
Kunal KaulPrivate Wealth Manager
Samrat BanerjeePrivate Wealth Manager
Apratim BiswasPrivate Wealth Manager
Sanchita MukherjiPrivate Wealth Manager
Shafey Anwar SiddiquiPrivate Wealth Manager
Prateek JainPrivate Wealth Manager
Ajay BajajPrivate Wealth Manager
Our Key Beliefs
Investing is Key
The most important aspect of wealth management is investing, which our private wealth managers (PWMs) keep as their primary focus. A robust financial architecture needs to be created around this core which our PWMs can help integrate for you.
Client is a Partner
Successful investing is achieved through a two-way partnership with you built on trust, communication & transparency.
Being independent, allows our PWMs to sit on your side of the table and identify & partner with the best-in-class institutions & managers most suitable for each of the diverse aspects of the family wealth.
Common Sense Investing
Experience has taught our PWMs the value of Common Sense in Investing Success. If it does not make sense, we don’t do it. It just makes good old-fashioned sense to us to think & operate like that.
Sophisticated yet simple
Our PWMs navigate through market cycles, investment trends & market noise by sticking with an investment philosophy which is sophisticated in construct yet simple to consistently implement.