Blue Ocean Multi Client Family Office LLP

Overview

Established in February 2013, Blue Ocean provides family office, wealth management, financial planning, business consulting, accounting, bookkeeping, and fundraising services.¹²

History

The firm was established in February 2013 as a boutique integrated financial services provider.¹

Leadership

- Sridhar Rampalli, Advisor and founder³ - Srikanth Athota, Advisor, with experience in investment advisory, financial strategy, succession planning, and estate management³ - Rohan Singh, Partner responsible for financial planning, financial markets research, and cross-border taxation³

Services

Blue Ocean’s family office work includes investment management, asset protection, tax planning, estate planning, succession planning, inheritance planning, and support for multi-generational wealth.²

Its published services also include investment policy development, asset allocation planning, consolidated reporting, financial and insurance planning, business consulting, accounting, bookkeeping, and fundraising.²

Family services cover family financial philosophy, family-goal alignment, education, conflict mediation, entrepreneurship support, and philanthropy planning.²

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Administration and bill pay
• Risk and insurance

Client Focus

The firm serves business owners, corporates, families, high-net-worth individuals, non-resident Indian families, global investors, and corporate treasuries.¹

Approach

Blue Ocean describes its investment process as strategy-based and holistic. The process includes documented evaluation, asset allocation, implementation, portfolio reporting, monitoring, and review.¹

Its wealth management approach combines strategic and tactical asset allocation with selective portfolio construction focused on margin of safety and risk-adjusted returns.²

The firm states that it aims to provide accountable, unbiased, transparent, independent, objective, well-researched, and fiduciary-focused advice.¹

Registration

Blue Ocean reports that it is an AMFI-registered mutual fund distributor under ARN 88704, with validity stated through May 16, 2028. AMFI’s distributor materials also list Blue Ocean Multi Client Family Office LLP among mutual fund distributors.⁴⁵

FAQs

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Sources

1. Blue Ocean Multi Client Family Office LLP, About Us
2. Blue Ocean Multi Client Family Office LLP, Home and Services , [Services](https://blueoceanfamilyoffice.com/services.html)
3. Blue Ocean Multi Client Family Office LLP, Leadership
4. Blue Ocean Multi Client Family Office LLP, Disclaimer
5. Association of Mutual Funds in India, Locate Distributor

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.