Atul Kumar Jha

About

BLUEFIN ADVISORY was founded in 2019 and is based in New Delhi, India. It provides solutions to investors and traders to trade in various market segments. It offers advisory services in equity and derivative trading and currency trading, fixed price and book building, initial public offerings, mutual funds, interest rate futures and investment advisory services across assets classes. It has its own research segment to deliver intraday, short term calls and investment calls based on purely our research. The company also offers wealth management solutions by analyzing needs, designing a portfolio to suit needs and risk profile, assisting on the investments, and tracking and providing customized alerts to rebalance the portfolio to manage risk. They also have expertise in financial planning through which its clients gets financial freedom.

Philosophy

QUALITY

It is more aligned to deliver the best money solution on the promise of personalized attention and expertise in problem resolution to its clients. Performing at a high level of achievement and contribution, it abides by industry standards, policies, and procedures.

INTEGRITY

Absolute and uncompromising integrity is what conducts its business. It is the foundation for trust, communication and living up to commitments, which act as pillars for the company’s existence.

CUSTOMER-ORIENTED

It believes that gratifying the customer is the secret to growing the clientele and expanding the business. The passion to excel in technology, competency, resources, and services, makes us a front runner. It believes in exemplifying competence, connection and character to build a trusted relationship with its customers.

References

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