Smart deals start with the right connections.
Access 800+ qualified LPs through CQ’s Investor Database.
Blue Ocean Capital / Blue Ocean Family Office
Wealth Management,Family Office (single/multi)
Blue Ocean Capital is an independent, fee-only wealth management practice specializing in multi-family office services, investment management, financial planning, and tax and estate planning. The firm serves high-net-worth families and their businesses with a focus on wealth creation, preservation, and distribution.
Overview and Management
Establishment Year
1997
Mission
Our mission is to help clients build and sustain multi-generational wealth with confidence. Our investment philosophy is grounded in strategic and tactical asset allocation to optimize risk-adjusted returns.
Values
Ethics, Innovation, Fiduciary Responsibility, Transparency, Accountability
Investment Roles
Direct Investor
Participant Demographics
High-net-worth families and their businesses
Generational Wealth Planning
Focus on multi-generational wealth management, estate planning, and succession strategies to ensure smooth wealth transfer and asset protection.
Risk Tolerance
Focus on risk-adjusted returns through strategic and tactical asset allocation.
References or Case Studies
Team Experience
Notable Achievements
Project Track Record
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
AMFI (ARN-88704)
Compliance History
No major violations
info@blueoceanmcfo.com
Phone Number
040-40056617 / 18
Address
Hyderabad India