Our Team & Network

Professional foundation, regulated expertise, trusted partnerships

Founder Story

Why Blossom 360 Wealth Exists

"Despite 25 years in finance — I couldn't answer a simple question: how much do I actually have?"

Founder Profile

  • ✓ Chartered Accountant (CA)
  • ✓ CFA Charterholder
  • ✓ ACCA (qualified)
  • ✓ 25+ year global finance career
  • ✓ Lived in 5–7 countries
  • ✓ Built wealth across continents — with no unified view

The Insight: This is not a personal failing. It is a structural gap in how financial advice is delivered. Fragmentation is the default. Coordination is the exception. Blossom 360 Wealth exists to flip that.

Why We Can Execute

Beyond Vision — Building Capability Systematically

🎓 Professional Foundation

Chartered Accountant (CA)

CFA Charterholder

ACCA (qualified)

25+ years complex finance

Cross-border experience proven

🌐 STEP Membership

Affiliate Member — STEP

32,000+ global professionals

Barristers, judges, tax experts

Vetted technical membership

📜 Society of Will Writers

✓ Full Member — achieved

Examination-based accreditation

UK's leading will writing body

Professional indemnity covered

"Not learning casually — building institutional-grade expertise."

Credentials & Partner Network

Achieved qualifications and a multi-disciplinary ecosystem

Qualifications & Credentials

📜 Society of Will Writers

Full Member (UK)

✓ Achieved — examination-based accreditation

🌐 STEP

Affiliate Member

✓ Achieved — STEP Diploma in trust & cross-border succession (in progress)

📈 Financial Planning (FCA)

FCA-regulated pathway

Building regulated planning capability

🏠 Mortgage Advisor Qualification

Regulated advisory capability

Residential & BTL mortgages

Cross-Border Expert Network

Blossom 360 will not try to do everything alone. We coordinate the best expertise around you.

🇬🇧 United Kingdom

  • Estate Planning Lawyers
  • Trust Specialists
  • Mortgage Advisors — Whitebridge Mortgages
  • Protection Advisors — Saffron Protection
  • Tax Experts

🇮🇳 India

  • Estate Planning Lawyers
  • Trust & Succession Experts
  • Tax Advisors
  • Succession Planning Specialists
  • FinTech Partner — FinClu

🇦🇪 Dubai / UAE

  • Estate Planning Lawyers
  • Cross-Border Specialists
  • Wealth Planning Advisors

Our UK Partner Network

FCA-authorised partners providing regulated services alongside Blossom 360 Wealth

Nina

Whitebridge Mortgages · United Kingdom

FCA-authorised mortgage advisor. Residential and buy-to-let mortgages for UK and overseas applicants, including NRI buyers. Expert in UK property finance for globally mobile clients.

Regulated activity provided by Whitebridge Mortgages — FCA authorised

Amit Vasudeva

Saffron Protection · United Kingdom

FCA-authorised protection advisor. Life insurance, critical illness, and income protection for internationally mobile professionals and families. Cross-border coverage structuring.

Regulated activity provided by Saffron Protection — FCA authorised

Our India Partner Network

Expert advisors across estate planning, cross-border finance, and succession

Aman Goyal

Partner, A G Law Offices LLP · New Delhi

Advocate, Bar Council of Delhi

Arbitration and civil–commercial litigation. Practices before the Supreme Court, Delhi High Court. Formerly AZB and Shardul Amarchand Mangaldas.

Munish Chauhan

CEO, FinClu · India

FinTech entrepreneur and financial services leader.

FinClu provides financial planning and wealth management services across India. Strategic partner for NRI clients with India-based financial planning needs and family wealth coordination.

Meenakshi Gupta

Advocate · Delhi Courts & High Court

Advocate, Bar Council of Delhi

19+ years of experience in civil litigation, matrimonial matters, probate cases, succession certificate proceedings, property disputes and injunction matters

Our Core Philosophy

What drives every decision we make

Holistic View

Financial life is interconnected. Investment decisions impact tax outcomes. Debt strategy affects net worth. Estate planning influences liquidity. We see all connections.

Person-First Design

We build around your life — not around products. Your goals, your timeline, your family situation. Every recommendation flows from your unique circumstances.

Institutional Expertise

We partner with the best. Not trying to be everything ourselves. Coordinated specialists. Vetted professionals. Trusted advisors behind the scenes.

Who We Serve

Globally mobile professionals facing complexity

Profile

  • Age: 40–60
  • Situation: Peak wealth years
  • Location: Multiple countries
  • Assets: £500k+ investable assets
  • Income: High income, strong savings

Market Scale

5M+

UK expats & Non-Resident Indians (NRIs)

In core demographic with highest unmet need for integrated financial guidance

Our Long-Term Vision

Become the Family CFO

Every family deserves a CFO. Not just the ultra-rich. One platform for your entire financial life. Cross-border intelligence, built in. Long-term trusted advisory — not transactional.

Fragmentation → Clarity → Control

Ready to Get Started?

Connect with us to learn more about how Blossom 360 Wealth can provide clarity for your financial life.

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