Parag Aggarwal | Bluefort Financial

About

An alumnus of IIM-Lucknow (2011), Parag is a certified Chartered Wealth Manager (AAFM). He is Associate Partner at BlueFort Financial, a holistic Wealth Advisory firm. Financial Planning & investments has been his area of passion for last 15 years. He strongly believes that Money should be our life's greatest 'enabler' & not our biggest worry! Therefore, Personal Finance is a critical life skill! Hence, if you would like to move from 'Confusion-to-Control' of your money... 1) Ping him for a FREE 1:1 session (Whatsapp/email) 2) Ping him for your own, 100% personalized, Wealth Management/Advisory partnership 3) Follow him on social media to learn A-B-C of money (Attitude & Basic Concepts) in a fun, conceptual & relatable manner!

Practice at a glance

15

Years of Experience

57

Families Served

₹105

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CWM – Chartered Wealth Manager

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Parag Aggarwal.

30 Minute Q&A — Ask Me Anything

Financial Health Check-up