Bulwark financial services is an integrated provider of Wealth management solutions and stock advisory to our clients through our capital markets, asset management companies researches.
We aim to build a long-term private banking relationship with you – throughout the process of building, managing and transferring wealth – from both a personal and a business perspective as legacy plays an important role. With time as goals change over time, we do stand by you.
Our purpose & values
To be the best-in-class financial services firm and help our clients generate positive socio-economic impact, to enhance our investors’ worth, and to be a platform for our people to perform with excellence.
With over 16 years’ experience in managing clients with an objective in their journey that they have embarked on in creation of wealth. Jean is the Managing Partner focused on drawing lines to cater to the needs of investors with a holistic view. Before co-founding Bulwark financial services, Jean has rich experience garnered from HSBC, Deutsche Bank, ICICI Bank, Anand Rathi PWM and Validus wealth. Jean’s guiding pillar, Persistence is what makes the impossible possible, the possible likely and the likely definite
Armed with over two decades of rich experience in Capital markets, Wealth management by setting up offices and managing P&L across regions. Rajesh has an eye for detailed analysis on stocks. Rajesh before Co founding Bulwark financial services, has gained experiences from Indiabulls Ventures ,Centrum broking and Annveshan a leading consulting firm.
To be the best-in-class financial services firm and help our clients generate positive socio-economic impact, to enhance our investors’ worth, and be a true blue private banker for our clients.
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