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Statistics
Asset Allocation
- Equity
- Debt
- Gold
Financial Goals
Your Retirement Goal
- Retirement Corpus Achieved35%
- Target5.5 Cr.
Statistics
Your Investment Portfolio
- Large Cap
- Mid Cap
- Small Cap
- Hybrid
- Debt
Statistics
Asset Allocation
Financial Goals
Your Retirement Goal
Statistics
Your Investment Portfolio
Leaders create their exclusive financial blueprint.
Your Portfolio
Multi-asset portfolio tracker, so that you may track your MF, Stock, Insurance, FD and all other assets from a single login.
To make sure your unique desires are fulfilled, we have exclusive & extensive product range.
Your dreams means a lot to you, so we have an awesome team to help fulfil them. Our tech platform is just an enabler for our human capital.
Experts With decades of investing experience growing investor wealth.
Chief Technical Advisor
An expert with vast experience in IT, masterfully navigating technology. Utilizes cutting-edge techniques and AI to solve problems effectively. A nimble problem-solver, adept at swiftly addressing challenges.
Co-founder Head-Financial Services
A Sports Aficionado. Has Worked with mutual fund companies & banks. Last assignment was Banking Head- Delhi NCR.
Client Support Partner
A joyous spirit with a reverence for faith Proficient in back office management. Exemplifies impeccable time management skills. Highly adept at solving complex problems.
Portfolio Success Partner
A keen traveller and a graceful mover.
She has vast experience in portfolio management. Has a grip on all the financial products & personalized advice on investments, retirement planning, taxes, insurance, and more.
Portfolio Success Partner
A cheerful individual with a delightful sense of humor She is a CFP and Succession/Estate Planner. A swift problem solver with a keen understanding about financial markets and financial products.
Co-founder Head-Business Development
A Loquacious & Dialectician. In past worked with mutual fund companies. Last assignment was State Head- Rajasthan.
PUSH OR PULL
Investing in Mutual Funds needs your self conviction and discipline in order to get good returns and that’s what is delivered by Blueprint Finserv. They never Push the investors to invest rather educate them to take informed decisions and stay invested to ripe the benefits.
What I value most about Blueprint Finserv is their commitment to trust and financial discipline. Their strategic investment guidance and responsive team make them a reliable financial partner for professionals and business owners alike.
The team at Blueprint Finserv simplified financial planning for me in a very personalized way. Their expert advice and consistent support have helped me make smarter investment decisions for my future.
Blueprint Finserv has helped me structure my investments with clarity and confidence. Their financial guidance is practical, transparent, and aligned with long-term wealth goals. I truly appreciate their professional approach and client support.
Blueprint Finserv Pvt. Ltd. is financial services company founded by a team which in past has worked with mutual fund companies, banks & insurance companies. We empower you to take right investments decisions and having a great financial journey
You can schedule a call with our team member by clicking here or just drop a mail to contact@blueprintfinserv.com. You may also drop a whatsapp msg by clicking here, our awesome team members will connect with you.
Yes, our team of experts can help you reallign your existing investment portfolio & can help you in finding bottlenecks. You may mail your portfolio on contact@blueprintfinserv.com
Blueprint Finserv is founded by Manan Bapna & Vinit Verma who had senior managerial positions at companies like Kotak Asset Management, Reliance Asset Management (Now Nippon Asset Management), Mirae Asset Management, HDFC Bank, HSBC Bank.
If you invest through us, you are trusting experts who have an experience of 20+ years in financial industry. You can trust Blueprint Finserv in safeguarding your interest, as we love what we do & we would never want to lose you.
Yes, it is safe to invest through Blueprint Finserv. We are are regulated intermediary & work under well defined rules & regulations of the financial industry. All the investments are made under your name & we only act as an intermediary providing financial services.
We help you to invest your money in the best possible manner. Though we love this business, but still if someday we go out of it, you may contact mutual fund companies directly though their websites and can manage or withdraw your money directly.
