Driven by knowledge, Built on Trust
Blue Pelican Wealth Private Limited is a distinguished boutique Wealth Management and Financial Planning firm dedicated to helping individuals and families achieve long-term financial well-being through tailored, client-centric solutions.
We offer a comprehensive range of financial products and services including Mutual Funds, Fixed Income products, Life & Health Insurance, Bonds & Corporate Fixed Deposits, Stock Baskets, ETF, NPS, PMS, AIF and Gift City Investments.
At the heart of our success lies our expertise in Financial Planning, Retirement Planning, Taxation Planning, Risk & Insurance Planning, Estate Planning etc.
Our Experienced Team of Professionals brings years of knowledge and deep understanding of financial markets, enabling us to deliver customised solutions aligned with each client’s future needs and goals.
Founded in 2017 and corporate office in Ahmedabad, Blue Pelican Wealth is built on the principles of Trust, Transparency, and Personalized Service. Our vision is to simplify wealth management, empower clients with financial confidence, and be a trusted partner in their journey toward Financial Freedom.
Today, Blue Pelican Wealth proudly manages ₹300+ Crorein Financial Assets on behalf of 600+ families across India and abroad. Our clientele includes 150+ Non-Resident Indian (NRI) families across 23 countries, reflecting our commitment to reliable advice, seamless execution, and consistent engagement—wherever our clients reside.
1000
Clients Served
300+
Crore Fund Managed
20+
Years of Experience
SEBI
SEBI Compliant
Our Name Embodies Our Core Values
Our name reflects the principles that define our identity and service philosophy.
🔷 Blue
Represents stability, wisdom, trustworthiness, and calm assurance— qualities essential in financial decision-making and long-term wealth management.
🟩 Pelican
- Selflessness and nurturing – inspired by ancient legends of the pelican’s devotion to its young.
- Protection and responsibility – reflecting care for the collective and stewardship of resources.
- Adaptability and resilience – thriving in dynamic environments, much like financial markets.
💼 Why Clients Choose Us
The name Blue Pelican captures our commitment to:
Trust & Stability
Built through disciplined advisory, rooted analysis, and complete transparency.
Client-First Philosophy
A nurturing, relationship-driven approach centered around people, not products.
Strategic Thinking
Resilient navigation through market complexities backed by research & experience.
Long-Term Partnerships
A commitment to clarity, performance, integrity, and lifelong client growth.
🎯 Our Mission
Our mission is to educate and inspire 10,000 families in financial literacy, empowering them to live financially confident, happy, and stress-free lives. Through our proven SMM Principle, we guide individuals and families to manage their money wisely and achieve Financial Freedom within 10–15 years.
🔭 Our Vision
Our vision is to educate, inspire, and empower one million people to live financially confident, happy, and stress-free lives.
💙 Our Purpose
We help our customers build long-term wealth and create real stories of financial happiness. By raising awareness about the risks of speculative investing, we reinforce our belief that gambling is injurious to wealth.\nWe strive to empower and uplift people by offering not only financial security but also financial freedom — ultimately enhancing the quality of their lives.\nWe assist individuals and businesses in managing and optimizing their financial decisions, paving the way for smarter, more secure investments. Through personalized financial solutions, we enable our clients to live financially aware, stable, and secure lives.
Commitment & Trust
At Blue Pelican Wealth, our work is rooted in timeless principles that guide every client interaction, investment recommendation, and strategic decision.
Client-Centricity Above All
We place our clients’ goals, needs, and interests at the centre of everything we do. Every financial journey is unique and deserves personalized attention.
Trust Through Transparency
We maintain complete transparency in communication, processes, and product selection—ensuring clients always know what they own and why.
Discipline in Strategy
We avoid fads and follow a disciplined, research-driven investment process aimed at long-term results—not noise.
Integrity Without Compromise
We act with unwavering integrity, always doing what is right—even when it's not the easiest or most profitable choice.
Simplicity in Complexity
Finance can be confusing—we simplify the complex to help clients make clear, confident decisions.
Adaptability with Resilience
Markets evolve. Like the pelican, we stay agile, resilient, and responsive—guiding clients through every phase.
Partnership for Life
We build lifelong relationships—walking with clients through wins, risks, and evolving strategies.
At Blue Pelican Wealth
Our foundation is built on ethics, empathy, and excellence. We are committed to transforming lives through thoughtful financial planning, responsible stewardship, and long-term relationships based on mutual respect and trust.
🔹 1. Client First. Always.
Principle:
Client First, We Next, and Win-Win-Win Approach. We place our clients’ interests at the core of every decision. Our “Win-Win-Win” philosophy ensures that every strategy benefits the client, the advisor, and its employees—sustainably and fairly.
🔹 2. Uncompromising Integrity
Principle:
Ethics and Transparency in Every Interaction. We operate with absolute honesty and adhere to the highest standards of professional ethics. Trust is not just given—it’s earned through every action, every day.
🔹 3. Strategic Financial Planning for Life’s Milestones
Principle:
Right Money. Right Time. Right Purpose. Our mission is to ensure our clients have access to the right amount of capital, exactly when it matters most—be it for a child’s education, retirement, emergency needs, or life’s aspirations.
🔹 4. Enabling a Life of Fulfilment, Not Just Wealth
Principle:
Live Well Today—Don’t Live Poor, Die Rich Tomorrow. We believe wealth is meaningful only when it enhances quality of life. Our focus is on helping clients enjoy financial freedom in the present, not just accumulating assets for the distant future.
🔹 5. Relationships Over Transactions
Principle:
From Transactional to Transformational. We go beyond short-term product sales. Our goal is to build long-term partnerships based on shared values, financial clarity, and continuous progress toward meaningful goals.
🔹 6. Value-Centric Approach
Principle:
If You Don’t Receive Value, Your Money Has No Value to Us. We measure our success by the value we deliver—not just in returns, but in clarity, peace of mind, and outcomes aligned with your life’s vision. Every rupee must serve a purpose.
The Minds That Make It Happen
Gaurav Singhvi is the visionary Founder of Blue Pelican Wealth Pvt. Ltd.with over two decades of expertise in Financial Planning, Investment Advisory, Portfolio Management, and Wealth Management, he has guided hundreds of individuals and families toward achieving long-term financial clarity and freedom.
Gaurav is a Certified Financial Planner (CFP®)—widely regarded as the highest global certification in financial planning, awarded by the Financial Planning Standards Board (FPSB), USA. He is also an AMFI-registered Mutual Fund Distributor, recognized for maintaining the highest standards of ethics and client-centric advisory.
Continuing to enhance his expertise, Gaurav is currently pursuing an Executive Programme in Financial Planning and Investment Advisory Servicesfrom IIM Ahmedabad.
He holds a Master's in Business Administration (MBA) and a Post Graduate Diploma in International Finance & Foreign Trade, along with a Commerce degree as his academic foundation.
Before founding Blue Pelican Wealth in 2017, Gaurav gained over a decade of corporate experience with leading financial institutions such as Indiabulls Securities Ltd., ICICI Bank, IIFL, HDFC Bank, and Kotak Mahindra Bank, where he specialized in Investment Banking and Portfolio Management.
Mr. Gaurav Singhvi
MD & CEO, Founder - Blue Pelican Wealth Pvt. Ltd.
Foram Singhvi is the Co-Founder and Director at Blue Pelican Wealth Pvt. Ltd., where she plays a pivotal role in the company’s strategic growth and client relationship management. with over 16 years of hands-on experience in Financial Planning, Stock markets advisory, and mutual fund distribution, she brings deep insight, discipline, and a long-term perspective to wealth creation.
She holds a Bachelor of Arts (BA) degree and is known for her keen understanding of investor behaviour, market trends, and portfolio construction. She is also an AMFI Registered Mutual Fund Distributor.
She has previously worked with Indiabulls Securities Ltd and Monarch Networth Capital, gaining valuable exposure to capital markets and financial services.
In addition to her investment expertise, she oversees critical business functions at Blue Pelican Wealth including Human Resources, Administration, Accounting, and Taxation.
Her contribution has been instrumental in building and nurturing long-standing relationships with clients across India and abroad, while supporting the firm’s operational excellence and client service culture.
Foram Singhvi
Co-Founder & Director – Blue Pelican Wealth Pvt. Ltd.
Mr. Aakash Singhvi brings over Two decades of leadership experience across the FMCG and Telecom industries, having worked with renowned organizations such as Godrej, Colgate, Tata, Idea Cellular, Nippon Paints, Airtel, and Patanjali Ayurved in senior roles within Sales & Distribution.
Following a successful transition into Wealth Management, he now blends his corporate expertise, strategic thinking, and client-focused approach to deliver meaningful financial solutions.
Over the past four years, Mr. Singhvi has fully embraced the Wealth Management industry, helping individuals and families grow, protect, and manage their wealth.
His work spans tailored investment strategies, tax planning, retirement planning, and estate management, all grounded in a deep commitment to client-centric service.
Aakash Singhvi
Associate Director - Blue Pelican Wealth Pvt. Ltd.
Trusted by leading Product Partners
Our Awards & Achievements
Recognitions that showcase our expertise and excellence
Our Director Mr. Gaurav is currently pursuing an Executive Programme in Financial Planning and Investment Advisory Services from IIM Ahmedabad.
Mr. Gaurav Singhvi is a Certified Financial Planner (CFP), widely regarded as the global gold standard in Financial Planning and Wealth Management. With only around 2,700 CFP professionals in India, his expertise places him among the country’s most trusted and qualified financial advisors.
Our Managing Director, Mr. Gaurav Singhvi, was awarded the prestigious title of Sensex Ka Sultan by Zee Business in 2017 and also secured the Runner-up position at the National Level, reflecting his exceptional market acumen and analytical expertise."