We surface what matters and remove what does not.
BUILT IN INDIA. DESIGNED FOR INDIAN FINANCIAL REALITIES.
Financial technology built for clarity.
We build intelligent financial products for the Indian market, designed to make information easier to access, understand, and act on.
Less friction. Better information. Clearer decisions.
THE WAY WE BUILD
Our Approach
We start with real financial friction in the Indian market and design around it.
Every BluSummit product is built to make information clearer, interactions simpler, and trust fundamental from the start.
Protection is built into the product from the beginning, not added later.
We collect and use only the information needed to make the product useful.
We build around how people actually research, hold, and understand money in India.
THOUGHTFUL TOOLS. ONE SHARED PURPOSE.
Two products. One goal: clearer financial decisions.
From researching a mutual fund to understanding an entire family’s wealth, our products help bring the right financial information into clearer view.
FOR WEALTH MANAGERS. BUILT AROUND FAMILIES.
Bring family wealth together in one view and uncover the patterns, concentrations, and changes that matter.
FOR MUTUAL FUND INVESTORS
Saarthi
Research mutual funds without breaking your flow. Saarthi brings key fund information directly into the webpage you’re already reading.
SECURITY IS FOUNDATIONAL
Built for clarity.
Designed for privacy.
We design our products with security and privacy built in from the start. Data is protected through encryption, controlled access, and security-first infrastructure practices.
We collect and use information only where it is necessary to deliver the product experience. We do not sell personal financial data.
- Encryption in transit and at rest
- Protected connections for third-party integrations
- Read-only access where financial data is connected
- No ability to move or transact with user funds
YOUR QUESTIONS, ANSWERED
Trust begins with
transparency.
Clear answers about how we protect your information, how our products use data, and the safeguards built into BluSummit.
How is my data protected?
We use encryption in transit and at rest, controlled access, segmented systems, and security monitoring to help protect information throughout our infrastructure.
How is sensitive information such as PAN protected?
Sensitive identifiers are encrypted and access-restricted. They are never intentionally exposed in plain text outside controlled system processes.
Do you sell or share personal financial data?
We do not sell personal financial data. Where trusted service providers are required to operate a product, access is limited to what is necessary and governed by confidentiality and security requirements.
Who within BluSummit can access user data?
Access is restricted by role and limited to situations where it is necessary for operations or support. Access is controlled and monitored.
Do you store my banking credentials?
We do not store banking passwords or authentication credentials in plain text. Where products connect to third-party services, secure integrations are used.
Can BluSummit move or transact with my money?
No. Where financial information is connected for visibility or analysis, BluSummit does not have the ability to transfer or move funds.
What happens if there is a security incident?
Our systems are designed with safeguards including restricted access, backups, monitoring, and recovery processes to reduce risk and support restoration if an incident occurs.
BUILT IN INDIA. BUILDING FOR WHAT COMES NEXT.
Financial technology shaped by the market we know.
From individual investors to families and financial professionals, BluSummit is building products around how India actually researches, understands, and manages money.