Parag Aggarwal

Parag Aggarwal

Associate Partner @ BlueFort Financial

About

You are not bad with money. You are earning well, saving, investing, are insured… You are doing most things 'right' indeed. But still, a quiet question bugs you, keeps you awake at night: “Am I actually on the right path? Am I missing something? Do I or Will I have enough?” This uncertainty creates some strong emotions — fear, hesitation, second-guessing. And without realising it, many important life decisions end up being made from a place of emotional uncertainty, even fear, rather than clarity. That’s where I step in. I help professionals and families see their complete financial picture clearly — not just today, but 10, 20, 30 years ahead. Everything starts with a structured, comprehensive Financial Planning exercise that brings together: → cash flows → investments → goals → insurance → asset allocation → family responsibilities → future lifestyle This reveals exactly- 1) where you stand, 2) where you’re headed, and 3) what needs to shift to align your life with your long-term goals? From there, I step in as your Personal CFO — an ongoing partner who helps you make calm, confident financial decisions as life evolves. My clients value one thing above all: the clarity, neutrality and peace of mind that comes when someone honest and process-driven handles the emotional side of money. ⭐⭐⭐ “With him, my money finally makes sense.” “I stopped feeling overwhelmed.” “Parag brought structure back into my life.” ⭐⭐⭐ Who I work with? Mid–senior professionals, CXOs, NRIs, and families who want long-term clarity and control over their financial lives. If that sounds like you, feel free to DM me. Or book an introductory call: https://calendly.com/paragaggar Let’s bring clarity to your money — so your money can bring clarity to your life.

Country

India

City

Gurgaon

Industry

Financial Services

Skill

Financial Planning, Wealth Management Services, Financial Advisory, Portfolio Management, Financial Planning and Analysis (FP&A), Holistic Financial Planning, Financial Education, Investment Management, Retirement Planning, Behavioral Finance, Financial Goals, Investing, Personal finance, Economics, Angel investing, Wealth management, Financial Services, Personal Financial Planning, , Investments, Competitive Analysis

Experience

BlueFort Financial

Associate Partner

BlueFort Financial

LinkedIn
2023-3 - Present · 3 yrs 7 mos

Gurugram, Haryana, India

I work as the Personal CFO for mid–senior professionals, CXOs and families—helping them make clear, confident, long-term financial decisions. My engagement covers: • Comprehensive financial planning • Long-term portfolio structure & asset allocation • Cash flow planning • Risk management & insurance design • Succession planning • Ongoing investment advisory • Neutral decision support for big life decisions My approach is process-driven, emotionally intelligent and deeply personalised. The goal: Clarity → Confidence → Alignment → Peace of mind.

Venture Catalysts++ | India's 1st Multi-Stage VC

Angel Investor & Investment Council Member

Venture Catalysts++ | India's 1st Multi-Stage VC

LinkedIn
2023-1 - Present · 3 yrs 9 mos

Gurugram, Haryana, India

Angel Investor & Investment Council member at Venture Catalysts (one of India's largest Angel investment & incubation platform).

SC Johnson

Brand Marketing & Strategy

SC Johnson

LinkedIn
2017-9 - 2022-12 · 5 yrs 4 mos

Gurgaon, Haryana, India

Led overall brand strategy and business (P&L role) for All Out

Procter & Gamble

Sales & Shopper Marketing

Procter & Gamble

LinkedIn
2011-6 - 2017-8 · 6 yrs 3 mos

Mumbai Area, India

• Led P&G India business across diverse geographies and channels in multiple sales and shopper marketing roles. • Developed robust systems and processes to operate at scale, enhancing data-driven decision-making. • Applied shopper psychology principles to position P&G as a thought leader in its categories.

Wipro

Summer Intern

Wipro

LinkedIn
2010-4 - 2010-5 · 2 mos

Gurgaon, India

Government Consulting Division --> Detailed competitor analysis and regional Win/Loss analysis of the sales data to propose a focused go-to-market strategy

Aricent

Software Engineer

Aricent

LinkedIn
2007-7 - 2009-5 · 1 yr 11 mos

Cutting edge GSM telecom software development for Nokia-Siemens-Network (NSN)

Education

Indian Institute of Management, Lucknow

Indian Institute of Management, Lucknow

LinkedIn

Finance & Marketing

2009 - 2011 · 2 yrs

- Graduated as among Top 20 students of the batch (merit scholarship holder) - Among the top 6 students to be selected for the prestigious Dual Degree student exchange program at ESCP-Europe (Paris), ranked no. 1 in world for Masters in Management by Financial Times

ESCP Business School

ESCP Business School

LinkedIn
2010 - 2010
Netaji Subhas Institute of Technology

Netaji Subhas Institute of Technology

LinkedIn

Electronics & Communication

2003 - 2007 · 4 yrs

- International Research Paper publication in IEEE at the Malaysia Conference, 2007

Parag Aggarwal's Contact Information

Email

******@***.com

Phone

(**) *** ****

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