The Smart Techie was renamed Siliconindia India Edition starting Feb 2012 to continue the nearly two decade track record of excellence of our US edition.

May - 2012 - issue > Cover Story

The Trusted Wealth Manager of the Silicon Valley entrepreneur

Vimali Swamy
Thursday, May 3, 2012
Vimali Swamy
When Ajith Bhatia sold his startup, he earned a substantial amount in concentrated stock of the acquiring company. Like any good businessperson, Bhatia knew it was a bad idea to have all his investments tied up in a single company. He wanted to diversify and spread his holdings across a variety of investments ? mutual funds, hedge funds, private equity and real estate. He also wanted to make sure that he had sufficient funds in place to benefit his family and cover his tax liability.

Additionally, because he was experienced at starting and selling a company, Bhatia was interested in potentially investing in other people's good ideas as an angel investor but was not sure where he could meet like-minded people with expertise in their own domain.

Bhatia knew he needed a sophisticated financial advisor. A broker or financial institution would perhaps be the right place, but news headlines about conflicts of interest had him concerned. He wanted to work with someone who would look out for his best interests, a personal financial advisor whom he could count on to work solely on his behalf as a mentor and guide.

For this level of investing advice, Bhatia turned to Sanjeev Sardana, Founder and CEO of BluePointe Capital Management. What he found in Sardana was a friend who could help him navigate through complex financial issues and develop a well thought out strategy to manage his wealth.

Founded in 2006, BluePointe Capital is an SEC-registered independent advisory firm based in San Mateo, CA. As a personal wealth manager for each of its clients, BluePointe acts as clients' primary resource for financial decision-making.

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