About Us
Bluemount Wealth Finserv is a mutual fund distribution firm registered with AMFI, committed to provide personalized wealth services to our clients.
Our end to end process involves wealth creation, wealth preservation and wealth distribution to next generation.
Our independent and unbiased service is built on integrity and ability to listen. Our willingness to disrupt the status quo means we are constantly in negotiation for better investment conditions for our clients.
We provide expertise and integrity through our extensive product range and joint venture. In doing so, we offer clients an unsurpassed service in personal and corporate wealth services, specialized in tailored portfolio strategies and services.
We at Bluemount Wealth Finserv strongly believe that every financial plan should be as unique as the individuals and organizations we serve. We would take time to listen and understand your goals, your aspirations, and your risk tolerance, tailoring financial strategies that align with your vision for the future.
Mr. B. Bharath Reddy is the founder of Bluemount Wealth Finserv Private Limited, his passion for creating wholesome financial plans is the bedrock of our organization. With over two decades of invaluable experience in Wealth Management and Private Banking, across top Indian Private Banks (HDFC Bank Ltd / ICICI Bank Ltd) and investment Boutique firms (Bajaj Capital Ltd. / Religare Maquire Private Wealth), he brings a wealth of knowledge and expertise to the table.
His journey towards becoming a trusted financial distributor began by joining the financial industry in 2002. He holds an MBA in Finance, a testament to his unwavering dedication to mastering the intricacies of the financial world. He also has earned "CERTIFIED FINANCIAL PLANNER" certificate from FPSB, USA. 
His accomplishments laid the groundwork, enabling him to understand the complexities of financial management at a profound level. It's his innate ability to connect with people, to listen, to understand their unique needs, and to craft financial plans that work specifically for them. His passion for financial planning; it's about helping individuals, families, and corporates achieve their dreams, aspirations, and peace of mind. His work experience has provided him with an extensive network of resources, a deep understanding of market dynamics, and the insights needed to make sound financial decisions.
