Blue Berry Financial Services

About Us

Blue Berry Financial Services (Wealth Creation) is one the leading distributors of financial products and providing a diverse range of protection and wealth accumulation products and services to individuals and corporate customers having a large and efficient network of associates across the country. Its mission is to provide ?best in class? investment advisory services and the wide range of products to protect and enhance wealth for investors. It has been our endeavour to provide qualitative and innovative products to our clients across the globe and continuously assist them in investing professionally. Blue Berry is managing by expertise of the financial industry with having keen knowledge and worked experience in top Indian financial companies of financial products. We work with financially qualified R&D team and within a short span of time we have very strong HNI client?s base with handsome AUM. Mutual Fund The Blue Berry Asia Group, on strength of its research based customer centric approach and impeccable servicing, is recognized as one of the leading financial advisory service providers in the country. Blue Berry Financial Services, the flagship company of the Blue Berry Asia group provides investment advisory services. The company is engaged in advisory and distribution services of Wealth Management. The Company provides customized solutions to the requirements of High Net worth Individuals and Corporate clients. Our strength lies in our ability to advice on investment strategies and structures develop innovative products and distribute amongst a wide network of investors across the country. The company also has a distribution network of many sub-brokers across India being serviced by professionally qualified sales team. The company has mobilized handsome AUM for various Mutual Funds during the last years and is currently having Asset under Management of HNI clients with satisfied customers. Additionally, the company provides advisory services for all wealth management and investment options. Insurance Blue Berry Financial Services is an Insurance Broking House we provide customized solution of life insurance, general insurance. Equity Broking The Company is engaged in equity research and broking for its individual, institutional clients. On strength of its research and impeccable servicing the Company in its first year of operation in equity broking is empanelled with all the major domestic institutional players and has achieved a handsome turnover. Plan Your Money Financial Planning Even though one of the most significant factors in our life is the state of our personal finances, we rarely spend time on managing them since unlike businesses; we are not accountable to any one for our personal financial goals and results. We can make a much larger contribution in every area of our life when our personal finances, investments and taxation are properly planned. The Fundamental corner stone?s of successful investing Save regularly, invest regularly Start early Use tax shelter Investment returns should exceed the inflation. Pyramid of investment avenues : Our USP Superior original market research In-depth knowledge of various investment products Explore, Scan, Identify client?s needs As per client requirement we can provide single sheet portfolio Our Vision Creating a world class financial company To become one of the most efficient financial services outfit catering to both institutional and retail segments Achieving highest standards of financial services in India through superior technology and commitment to customers