Smart investment for a
better tomorrow

We help young professionals, businessmen & anyone lead a secure and fulfilling life by delivering robust risk planning & investment services.

Book your Meeting

Click Here

Book a review with our expert.
Your initial meeting with us is Absolutely Free! There is no fee or obligation.

Retirement Savings

Click Here

When you have silver in your hair,
you must have gold in your pocket.

We are on Mobile. Download the App Now!

25+

Years of combined experience.

We are BLUEESTONE India's Leading Personal Finance & Investment Company

Today’s challenges demand expert financial guidance. Whether Self-employed Salaried or Professional when it comes to financial matters one is not always prepared with the best information despite the best education and advice from dear ones.

We can help you here. We are an experienced “Personal Finance & Investment Company” – who guides, assists, and manages your financial aspirations, business challenges, and personal investment effectively to not just secure the future of you & your family but to fast track the financial goals you have set.

Our Services

Financial Needs Calculators

Why BLUEESTONE?

BLUEESTONE is run by financial professionals with over 20+ years of relevant experience. Client interest is the core of BLUEESTONE and we hold ourselves to the highest ethical and professional standards.

Better Financial Control

Be in control of your finances. Know exactly where you are, and where you’re heading.

Better Portfolio

We will help you build your unique portfolio based on risk tolerance & return expectations.

Better Investment Tracking

With BLUEESTONE you get a mobile application to track your investment on the go.

Smart Business Solutions

Retain your core team with smart investment incentives & get advisory on continuation.

Client's Testimonials

I am writing this testimonial to express my sincere gratitude for the exceptional financial guidance provided by BLUEESTONE. Working with Pallavi has truly been a transformative experience that has positively impacted both my short-term financial goals and long-term financial well-being. She exhibits a deep understanding of my unique financial situation and aspirations. Thank you for taking the time to listen attentively to my concerns and objectives, creating a customized financial plan tailored to my specific needs.

Priyanka Prasad Senior Consultant (Digital-first technology services company)

Exceptional expertise and personalized guidance define Ms Pallavi. Their unmatched knowledge in investments and tailored strategies ensures my financial goals are met. They excel in clear communication, patiently explaining complex concepts and empowering informed decisions. Their proactive approach in adjusting plans to market shifts maximizes returns while managing risks. With their support, my portfolio has grown significantly, providing both financial security and peace of mind. I wholeheartedly recommend them to anyone seeking expert, personalized financial guidance.

Puneet Kishore

“Management of my savings bewildered me all the time. I didn't know what was correct, Mutual Fund, Stocks or Shares. Pallavi, who is a friend of mine, is highly knowledgeable in this field. She helped me with my investment planning. So, why will I ever move away from her when she is so genuine in her approach & the best?”

Mohit Aggarwal (Founder Asian Adventures and Experiential Travel Expert)

“I have found team BLUEESTONE’S commitment to providing excellent service and quality advice exceptional. They are a set of experienced, well recognized and knowledgeable individuals, who are willing to help whenever need be. Thank you.”

Dr Rajesh Chand (Director-Cardiac Anaesthesiology-leading Delhi Hospital)

Our Esteemed Clients

Our Partners