BlueGrid Financial Services — Wealth! We Grow It. You Live It.
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Products

A full product basket, organised by purpose

Every product and service we offer sits under one of four goals: creating wealth, preserving it, protecting and transferring it, or specialized support along the way.

“Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn't, pays it.”

— Albert Einstein

A full product basket, organised by purpose

Every product and service we offer, across all four goals.

Insurance

  • Life Insurance
  • General Insurance
  • Health Insurance
  • Group & Corporate Insurance

Estate Planning

  • Will Creation
  • Trust Planning

Goal Based Financial Planning

Portfolio Review

Physical to Demat Conversion

Unclaimed Dividend & Investment Recovery

Transmission of Investments

Loans

  • Loan Against Mutual Funds
  • Loan Against Property
  • Home Loans
  • Fund Raising (Debt / Equity)

Mutual Funds (MF)

Specialized Investment Funds (SIF)

Domestic Stocks (Listed & Unlisted)

International Stocks (Global)

Curated Research Stock Portfolio

Portfolio Management Services (PMS)

Alternate Investment Funds (AIF)

GIFT City

  • Global Products
  • Domestic Investments for NRIs

Gold & Silver Mutual Funds

Real Estate

High Yield NCDs / Bonds

Corporate & Bank Fixed Deposits

Invoice Discounting

High Yield Liquid Products

Peer-to-Peer Lending (P2P)

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Let's plan your next step

Speak with the BlueGrid team about your goals — no obligation, just a clear picture of where you stand.

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