Blue Pelican Wealth

Blue Pelican Wealth Our name – Blue Pelican – symbolizes wisdom, abundance, and safe navigation through financial waters. We aim to reflect these values in every service we offer.

Blue Pelican Wealth Private Limited is a leading boutique Wealth Management and Financial Planning firm dedicated to helping Individuals,HNIs and NRIs to achieve long-term Financial Goals and Financial Independence. Blue Pelican Wealth is a leading boutique wealth management and financial planning firm dedicated to helping individuals and families achieve long-term financial well-being. Establishe

d with a vision to simplify wealth management through expertise, trust, and personalization, we have become a reliable financial partner for our clients. We provide personalized one-on-one services through our team of specialists in key financial areas, including retirement, wealth building, taxation, insurance, and estate management. Our mission is to simplify complex financial matters, enabling Resident Indians, HNIs and NRIs to make well-informed decisions with confidence. Through insightful and regular engaging, We helping our clients to navigate investment opportunities, tax structures, and financial security. Our Mission : We are on a Mission to Educate 1,000 People About Financial Literacy and Empower them to Live a Financially Confident, Happy and Stress Free Life by Helping them to Manage Their Money so that they can get Financial Freedom in 10 - 15 yrs by our SMM Principle. Our Vision : Our Vision to Educate, Inspire, Empower One Million People to Live a Financially Confident, Happy and Stress Free Life. Our Core Values, Philosophy and Principles:
➤ We are a follower of Client First, We Next and Win-Win-Win Principle.
➤ We follow all professional ethics with full integrity.
➤ Our focus is to ensure that our client’s get the right amount of money available at right point of time whenever it is required in life.
➤ Our objective is to make people live a happy life in present rather than dying rich in future trying to accumulate lot of assets.
➤ We Don`t Believe in Transactional Business’, We Believe in ‘Transformational Business’.
➤ We have a core belief that if you don’t get value for your money then your money has no value for us. Hence, we work with only those clients where we can make a meaningful difference in their life if they are associated with us. Our Services & offering :
➤ Financial Planning
➤ Investment Planning and Counselling
➤ Retirement & Tax Planning
➤ Risk & Estate Planning
➤ Mutual Fund & SIPs
➤ Stocks(Equity) Investments
➤ Fixed Income
➤ Life Insurance
➤ Health Insurance
➤ PMS & AIF

🛑 Digital Dunia Mein Bhole Na Bane!Cyber Awareness Session (Hindi)📅 Date: Sunday, 23 November 2025⏰ Time: 11:00 AM▶️ Liv...
21/11/2025

🛑 Digital Dunia Mein Bhole Na Bane!

Cyber Awareness Session (Hindi)

📅 Date: Sunday, 23 November 2025
⏰ Time: 11:00 AM
▶️ Live on YouTube | Open for All

👮 Guest Speaker: Mr. Dhaval Shukla, PSI
Cyber Crime Department, Gujarat Police

🔐 What You’ll Learn

✔ Digital arrest scams
✔ Fake APK / malicious app links
✔ Online financial frauds
✔ Phishing & social engineering tricks
✔ Practical steps to safeguard your money and data

Organised by: Blue Pelican Wealth & Arthmitra Gurukulam
In collaboration with: Gujarat Police

📢 Join the session & share it with your family and friends!
👉 https://youtube.com/live/w6JeTeJrYws?feature=share

આજથી શરુ થતું આ નવું વર્ષ આપ અને આપના પરિવાર માટે સુખ, સમૃદ્ધિ, શાંતિ અને સ્વાસ્થ્ય પ્રદાન કરનારું બની રહે એવી નવા વર્ષન...
22/10/2025

આજથી શરુ થતું આ નવું વર્ષ આપ અને આપના પરિવાર માટે સુખ, સમૃદ્ધિ, શાંતિ અને સ્વાસ્થ્ય પ્રદાન કરનારું બની રહે એવી નવા વર્ષની શુભકામનાઓ...

*🎉💫નૂતન વર્ષાભિનંદન! 🌅💫💫✨*

Wishing you and your family a Happy, Healthy and Prosperous New Year. 🙏🏻🙏🏻

20/10/2025

*🪔 Wishing you and your family a very Happy & Prosperous Diwali! ✨-*

*May this festival of lights bring joy, success, and abundance in every aspect of your life. 💫*

On this auspicious occasion of Dhanteras, may Goddess Lakshmi bless you with abundant wealth, prosperity, and success.Ma...
18/10/2025

On this auspicious occasion of Dhanteras, may Goddess Lakshmi bless you with abundant wealth, prosperity, and success.

May the light of happiness and good fortune always shine upon you!

*💫💎 Happy Dhanteras! 🪔💛*

*🌟Excited to Share a New Milestone!**_I’m thrilled to announce that I have joined the Executive Program (1 Year) on Fina...
29/09/2025

*🌟Excited to Share a New Milestone!*

*_I’m thrilled to announce that I have joined the Executive Program (1 Year) on Financial Planning and Investment Advisory at IIM Ahmedabad — one of India’s most prestigious management institutes._*

*This program will help me:*
🔹 Deepen my understanding of cutting-edge financial planning and investment advisory practices.
🔹 Learn from some of the best minds in academia and the financial services industry.
🔹 Bring fresh, research-backed insights to my clients and community.

I look forward to leveraging these learnings to empower more individuals, families, and businesses to achieve their financial goals with clarity and confidence.


5 years back, the 100th Large cap is smaller than the 1st small cap of today…the 1st Mid cap of 2020, is smaller than th...
28/09/2025

5 years back, the 100th Large cap is smaller than the 1st small cap of today…

the 1st Mid cap of 2020, is smaller than the 1st small cap of today …

the 100th mid cap of 2020 is smaller than 250th small cap of today…

Also, the 1st small cap of 2020 is much smaller than 250th smaller cap of today.

Equity market investing is not like FD, you dont get 12% each year. +40% in the first year, -15% in the second year, +30...
29/08/2025

Equity market investing is not like FD, you dont get 12% each year. +40% in the first year, -15% in the second year, +30% in the third year & +26.6% in the 4th year is also 12% CAGR
& 40%, - 15%, 0%, 32% is also 12% CAGR

- If you check the image below you will understand how in the last 15 years there have be so many instances of falling markets but yet the average return after 15 years of investment is very decent.

Dont invest in Equities directly or through MFs, PMS, AlF unless you have a 5 - 7 years of investment horizon & understand the above.

Consistency in equity market doesn't mean same return every year real growth often comes wrapped in volatility.

Take Professional guidance in Investment.

Happy Investing ✔️

Interesting Insights 30-Years Heat Map of different asset classes.(1995 to June,2025)⛳️ Equity (Nifty-500, Sensex) deli...
05/08/2025

Interesting Insights
30-Years Heat Map of different asset classes.
(1995 to June,2025)

⛳️ Equity (Nifty-500, Sensex) delivered the highest long-term returns: Nifty-500 at 15.2% CAGR over 30 years, outperforming all other classes.

⛳️ Gold and Silver outpaced fixed income over long periods, but with higher year-to-year volatility, Gold continues to be an interesting asset class to watch out for.

⛳️ PPF and FD offered moderate returns quite close to avg inflation of 6.2% over 30 years squeezing returns from lower-yield products over the total timeframe.

*Met with Ramdeo Agarwal, Chairman of Motilal Oswal Group*Grateful for the opportunity to learn directly from someone wh...
07/07/2025

*Met with Ramdeo Agarwal, Chairman of Motilal Oswal Group*

Grateful for the opportunity to learn directly from someone who has walked the talk for decades in India’s capital markets. 🙏

📅 *1st July 2025*🎯 *Milestone Achieved: 17 Years of My First SIP*Today marks a special personal milestone — my *first ev...
01/07/2025

📅 *1st July 2025*
🎯 *Milestone Achieved: 17 Years of My First SIP*

Today marks a special personal milestone — my *first ever SIP* in the *Nippon India Value Fund* (formerly Reliance) has completed *17 years*.

The journey began in *July 2008*, during my tenure with *ICICI Bank*. I started a modest SIP of *₹2,000/month*, purely to help a friend meet a sales target — without realizing that I was laying the foundation for my own long-term wealth creation. ₹2,000 was 10% of my Income at that time.

Here’s how the journey unfolded:

🔹 *SIP Amount (2008–2019)*: ₹2,000/month
🔹 *SIP Amount (2019–2025)*: ₹4,000/month
🔹 *Additional Investments*: One Time lumpsum contribution of 40,000
🔹 3 - 4 times SIP got bounced also

📌 *Total Invested*: ₹5.87 Lakhs
📈 *Current Value*: ₹23.87 Lakhs
📊 *CAGR*: 17.41% over 17 years

💡 *Key Learnings*:
✔️ *Start early — even for the smallest reason*
✔️ *Stay consistent — through market highs and lows*
✔️ *Let time and compounding do the heavy lifting*

This SIP wasn’t just a financial product — it was a teacher. It taught me discipline, the value of patience, and how wealth is truly built over time — not overnight.

At Blue Pelican Wealth, we are always here to assist, guide, and advise you on your journey toward long-term wealth creation — just as I experienced with this SIP.

Let’s create your success story, one disciplined step at a time.

Address

Ahmedabad

Opening Hours

Monday 9am - 6:30pm
Tuesday 9am - 6:30pm
Wednesday 9am - 6:30pm
Thursday 9am - 6:30pm
Friday 9am - 6:30pm
Saturday 9am - 6:30pm

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