Why Us

Why Blue Lake Finserve

We offer customised investment solutions based on your financial goals. Unbiased views, regular monitoring and portfolio rebalancing are foundation of our investment philosophy. Ours is an open investment platform with wide options of investment solution across Mutual Funds, PMS, AIF, Fixed Deposits, Stocks & Bonds.

Our investment solutions are based on deep understanding of financial markets, portfolio theories and performance data. We select investments having solid performance record and are likely to perform better than the rest based on economic scenario going forward.

We suggest Goal Based Investment approach. Every individual has different investment objectives and this can be fulfilled only if we set the goal and design the investment portfolio which can achieve that goal within risk appetite of the investor.

Begin your journey with us and free up your mind.

Our Founder

Blue Lake Finserve has been founded by Avinash Welekar. He is an engineering graduate from IIT (ISM) Dhanbad and Post Graduate in Management from IIM Bangalore. He has over 21 years of professional experience in Indian financial market.

Prior to setting up Blue Lake Finserve, he was working with Kotak Mahindra Bank as Executive Vice President based in Mumbai. He has also worked in SBI Capital Markets and ICICI Bank before joining Kotak.

Blue Lake Finserve has been set up to offer honest, unbiased and professional investment solutions.

Our Investment Approach

Understanding Goals

Investment goals helps in meeting future financials needs. Whether it is your Retirement, Child's Education, Marriage or Buying a Home, having a set goal helps in meeting them. We understand your investments goals through an in person or online discussion.

Assessing Your Risk Profile

Each investment has different level of risk and needs to be in line with your risk profile. Investor's risk profile is ability, willingness as well as need to take risks associated in investments. We assess risk profile so that you can invest in schemes best suited to you.

Portfolio Selection

Based on your Goals and Risk Profile inputs, we suggest well diversified portfolio. Experience of more than 20 years and in depth knowledge of financial markets helps you in selecting best suited investments. Investing through us will help in higher returns with lower risks.

Review and Rebalancing

We track your portfolio's performance and compare with your financial goals on a regular basis. This is important so that you are able to meet your financial goals in a timely manner. Portfolio rebalancing is done with change in market conditions to optimise returns.