We're here to
simplify your
financial journey.
Wealth path was built with a single belief-that financial planning should be transparent, personalised and accessible to everyone. We help you make informed investment decisions through goal-based planning and trusted advice.
Independent
and unbiased
Client first
approach
Longterm
partnership
Continuous
support
Who We Are
Blue Horizon Financial
Services LLP
Our role is to make mutual fund investing simple to access: helping you complete onboarding, set up investments across fund houses, consolidate your holdings into a single view and get hands-on support whenever you need it-be it via phone, email or our apps
At a Glance
The Trust Benchmark
Limited Liability Partnership
31+ Years
Market Experience that Guides Every Decision
Backed by over three decades of stock market experience and 20+ years in banking, our team brings deep market understanding and a disciplined approach to wealth creation.
Regular portfolio health checks and research-backed insights
Goal-Based Planning
Whether it's retirement, wealth creation, a child's education, or legacy planning, every investment strategy is aligned with your financial goals.
100%
Digital Platform
Open accounts, invest, track portfolios, access reports, and manage transactions through a seamless online investment experience.
Invest anytime, anywhere.
"Wealth management is not about chasing returns — it's about disciplined strategy, consistency, and risk control."
Investing with Purpose
Our Mission
Supporting investors across every stage of their wealth journey
Our Vision
Redefining wealth, one client at a time
Our Team
The people behind the service
Anil Kumar Garg
Partner
Anil Kumar Garg offers a depth of market insight that few can match. His career began over 50 years ago in banking, followed by a pivotal role as CEO of a brokerage firm in 1994—the dawn of the modern NSE era. His experience spans the entire lifecycle of the Indian stock market's evolution, with a profound grasp of market mechanics and compliance. As the firm's operational lead, he integrates his vast historical perspective with current market intelligence to guide client success.
Saurabh Jain
Partner
Saurabh brings a rare, dual-perspective to wealth management: the rigorous financial discipline of a seasoned broker and the agility of a successful entrepreneur. With over two decades of personal investment experience and more than a decade in the brokerage sector, he champions a long-term approach to wealth creation. His methodology is rooted in three core pillars: disciplined decision-making, meticulous risk management, and a deep, intuitive understanding of market opportunities.
And other passionate and dedicated Relationship Managers to assist you at every step.
Your Investment,
In Your Pocket
Check holdings, track SIP's and stay on top of your portfolio from your IOS and Android app – alongside the same one window view and support you get from your team.
