Blue Edge

Overview

Blue Edge says it is a Multi Family Investment Office serving families seeking preservation and enhancement of wealth through multi asset class investing and financial architecture.¹² The firm says it is independent and unaffiliated with a single institution, allowing it to select external institutions for different family wealth needs.¹ Blue Edge also says it acts as a bridge by aggregating financial market service providers through distribution and referral tie ups.²

History

The Blue Edge website footer states “Copyright Blue Edge India 2016.”¹

Leadership

The website lists Kunal Kaul, Samrat Banerjee, Apratim Biswas, Sanchita Mukherji, Shafey Anwar Siddiqui, Prateek Jain and Ajay Bajaj as Co Founders.⁴ Mamta Sharma and Deepika Mathur Kaul are listed as Co COOs.⁴

Kunal Kaul is described as having over two decades of experience managing multi asset class portfolios for wealthy families.⁴ Samrat Banerjee is described as having almost three decades of similar experience.⁴ Apratim Biswas is described as having over three decades of multi industry experience managing multi asset class portfolios for wealthy families.⁴ Sanchita Mukherji is described as having over two decades of experience managing multi asset class portfolios for wealthy families and as a guest speaker on Indian equity markets.⁴

Mamta Sharma is described as having over 19 years of experience in banking and investment management for wealthy families.⁴ Deepika Mathur Kaul is described as a qualified Chartered Accountant with 12 years of direct tax consulting experience.⁴ Shafey Anwar Siddiqui and Ajay Bajaj are each described as having over two decades of experience managing multi asset class portfolios for wealthy families.⁴ Prateek Jain is described as having over two decades of experience researching products across asset classes.⁴

Services

Blue Edge states that it is not a registered investment adviser.² Its disclosure says it may act as a Mutual Fund Distributor or distribution partner for Portfolio Management Services and Alternative Investment Funds.² The firm says compensation may come from mutual funds, Portfolio Management Services providers or Alternative Investment Funds through distribution or referral fees rather than directly from clients.²

The firm lists Investment Policy Statement development as the first element of its investment process.² Its investment management activities include dynamic asset allocation, manager selection, portfolio construction and ongoing portfolio positioning.² Manager selection includes due diligence on investment strategy suitability, sustainability and risk control policy.² Portfolio construction combines individual managers, investment strategies and securities within a family specific asset allocation framework.²

Listed financial architecture services include investment execution, portfolio reporting, institutional custody, portfolio tax reporting, banking and financing integration, estate planning referrals and business wealth support.² Blue Edge identifies NSE’s NMF platform as a chosen partner for executing investments in managed funds.²

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Private and alternative investments

Client focus

Blue Edge says clients can construct portfolios using debt and equity, professionally managed third party funds, direct stocks and bonds, and alternative investments through external specialists.³ The firm says many families it serves are oriented toward “Absolute Return” objectives.³

Investment philosophy and approach

The firm says its beliefs include investing as the central activity in wealth management, client partnership, independence, “Common Sense Investing” and a sophisticated but simple investment philosophy.⁴ Blue Edge also describes futures and options on equity and interest rates as possible time based or event based hedging overlays.³

FAQs

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Sources

1. accessed 2026-10-23
2. accessed 2026-10-23
3. accessed 2026-10-23
4. accessed 2026-10-23
5. accessed 2026-10-23

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.