Blue Circle Financial Services (BCFS), is a fast evolving, professionally managed, quality conscious and customer focused premier financial and investment solutions provider. We assist to develop an independent and personalized road map for a financially secured future for our investors which enable them to achieve their goals and aspirations successfully.

We pride ourselves in delivering comprehensive research based and independent investment solutions through a wide range of financial and investment products across various asset classes in the best interest of our clients. Central to our proposition is our pro active management of client assets.

The strength of Blue Circle Financial Services lies in strong domain knowledge and delivery of sustainable value to clients with support from cutting-edge technology platforms.

BCFS clients are successful people who appreciate the value of Quality. Each has individual needs; however, with busy professional and personal lives most do not have the time necessary to devote and/or understand the complex investment schemes ideally suited to supplement respective Financial/Tax Planning needs.

Our Promoter:

Viksit Rohatgi (C.P.F.A), a commerce graduate from University of Delhi 1988, set up Blue Circle Financial Services in 1995. Serving and advising clients on investment solutions for the last 21 years, he has witnessed a changing industry from simple financial products to much complicated ones as on today. With this rich and vast professional expertise, knowledge and understanding, he has been a pillar of success for a renowned New Delhi based investment advisory firm, extending his services as an associate consultant for 15 years.

Viksit Rohatgi, is a very renowned personality in the financial industry for his understanding of complex products and providing suitable solutions to clients on complicated investment needs in the NCR and in country’s financial capital Mumbai as well. He is a highly respected professional for his Ethical and Moral conduct and has been a recipient of various prestigious awards and recognitions from Asset Management Companies. He has also authored some very well appreciated articles in financial magazines and newspapers.