Bank / Wealth / Trust

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Blessed Wealth Management

Blessed Wealth Management is a Goa-based discretionary wealth manager advising Indian HNW families and trusts on listed equities, debt, and real estate.

Blessed Wealth Management logo

Blessed Wealth Management

Blessed Wealth Management is a wealth manager based in Tiswadi, India, focusing on the Asia region.

General information

Firm type

Bank / Wealth / Trust

Year founded

AUM

Undisclosed

Location

Region

Asia

Country

India

City

Tiswadi

Corporate office

Tiswadi, Goa, India

Frequently asked questions

Who runs investment decisions at Blessed Wealth Management?

The firm has not publicly disclosed its principal officers or investment committee members. Based on its structure as a localized Goa-based wealth manager, investment decisions are likely made by a small team or lead advisor operating with direct client discretion. External searches across corporate registries and public records in India do not return named executives for this firm.

What investment structures does Blessed Wealth Management use?

The firm appears to operate on a discretionary portfolio management model, constructing bespoke portfolios for individual clients rather than running pooled fund vehicles. There is no public record of AIF (Alternative Investment Fund) registration, mutual fund offerings, or PMS (Portfolio Management Services) license under this exact name with SEBI. This suggests a trust- or community-based advisory practice, potentially operating below the regulatory threshold for public fund management in India.

Which asset classes does Blessed Wealth Management cover?

Observable asset-class focus includes Indian-listed equities, government and corporate debt instruments, and physical real estate concentrated in Goa. There is no evidence of private equity, venture capital, international securities, or alternative asset exposure in publicly available records.

Is Blessed Wealth Management registered with SEBI?

A public search of the Securities and Exchange Board of India's intermediary registry does not yield a current registration for Blessed Wealth Management under the investment adviser, PMS, or AIF categories. This may reflect a trust-based family office structure operating below mandatory registration thresholds, or registration under a different legal entity name. Institutional counterparties should verify regulatory status directly before engaging.

What is the geographic focus of Blessed Wealth Management's client base?

The client base is concentrated in Goa, specifically the Tiswadi region, with potential reach into neighboring Konkan districts and the broader western Indian HNW community. The firm's Goan location suggests proximity to wealth originating from real estate, tourism, mining, and long-standing trading family networks specific to that state.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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