“Culture, more than rule books, determines how an organization behaves.” Warren Buffett
BlueGrid provides bespoke services with customised Investment and Financial solutions to its Clients. We offer personalized service for every aspect of your financial need.
We completely focus on what’s right for the client, as against regular practice by many distributors running their wealth management with product-based selling, which are on many occasions mis-sold.
We are financial professionals, with rich experience in wide area of investments, research & financial services and we approach every relationship with Care | Confidentiality | Integrity | Transparency
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to help you create a strategy to address your financial goals, objectives, liquidity needs, implementing them in seamless manner and review every aspect on a regular basis.
To know how we do it, click here – Our Approach
Our Team
“Knowledge gained through experience is far superior and many times more useful than bookish knowledge”. Mahatma Gandhi
Dinesh had a 2 decade long and experiential journey in his financial career in the corporate world, having worked with best of the groups in India in financial sector.
After his Business Management Degree, he started his career as Wealth Advisor with Aditya Birla Group managing HNI Wealth. He later went on to work with Kotak Group, DawnayDay AV Advisors (UK based firm), Motilal Oswal Group, Capital First and finally with Piramal Group.
Dinesh gathered various skill sets and expertise during his stint in above companies and got opportunity to work in several functions:
Financial Advisor
Managed 500 Cr + AUM for HNI & Ultra HNI Investors during Aditya Birla, Kotak Securities, DawnayDayAV & Motilal Oswal.
Raised 5000+ Crs in Equity & Alternative Funds (VCFs, PMS & AIFs when with Kotak, Piramal, Capital First & Motilal Oswal)
Research & Portfolio Analysis
As Head of Advisory & Product, in Motilal Oswal and Capital First (now IDFC First Bank), conducted extensive research for Investment products to assess Risk & Return profile of product suitable to various categories of investors. Conducted large number of Investors Portfolio Analysis and Advisory
Building Robust Platforms
Worked extensively to create Wealth Advisory Platform with Tech Integration, when in Piramal Fund, Motilal Oswal & Capital First to create high efficiency in Product Development, Advisory Process, Research, Investors Portfolio Reporting & Monitoring.
Product Expertise
Product understanding with an approach to not only see potential to perform, but more importantly to identify red flags (risk), which are attached to the product and match suitability with profile of investors.
Coverage of Financial Products–
Mutual Funds (MF), Portfolio Management Services (PMS), Fixed Income (Bonds), Alternate Investment Products (AIF), Real Estate (RE), Structured Products, Risk Management Products, Estate Planning, Global Investment Products, Private Equity, Lending Products, Fund Raising.
In 2019, he formed Bluegrid Financial Solutions LLP, in order to fulfil his passion to serve his clients with need based genuine advise as against product selling. With a belief that financial advise should strongly be based on financial personality of a person, he built his approach and created processes which are very different from a typical financial distributor.
Finances are one of strongest source of peace & happiness for a person. Every individual is driven by his or her passion which he wants to follow & achieve in his life, apart from his or her core financial goals. Their finances, need to be planned & managed smartly and in disciplined fashion which are strongly align with their objectives, expectations and values.
Dinesh is passionate about expanding the field of financial planning, growing the profession, promoting financial literacy and helping many clients reach financial independence.
Dinesh has spoken at many events to address large number of investors and advisors in his professional career.
Dinesh is a commerce graduate and holds a degree in Business Administration in Finance. Additionally, he also gathered a skill set in software & technology while working with Rank Computers, Computer Marketing company prior to graduation.
When he isn’t at the office or meeting with clients, he can be found playing badminton, in a restaurant (being a foodie), or spending time with his 2 daughters.
Palak’s meticulous attitude, makes her a natural operational champion, through which she ensures building strong processes and guidelines that defines our highly efficient investor service capabilities. Additionally, her compassion and will to enhance every staff member’s working environment to the best of their satisfaction, makes her the People’s person.
Palak has worked in various companies in administrative & operational capacity. Lastly with ICICI Prudential Life Insurance in several functions - customer care, branch operations, team lead of operation team and branch -preliminary underwriting. Apart from that, she’s been in one of the toughest job for many years that too without pay – Managing her home & her family.
She along with Dinesh, co-founded Bluegrid Financial Solutions leading operational activity, administration, human relations and finally the most sensitive and zero-tolerance function called Customer Service desk.
Apart from managing financial health of investors through Bluegrid, she has a passion towards managing physical health. Being a passionate fitness trainer and certified coach for many fitness related activities, health and fitness takes all the time she gets after managing office, people and home.