As we step into a promising new year and chart the course of 2025, I want to take a moment to express my heartfelt gratitude to all our valued private clients. Your trust and partnership have been the cornerstone of our success, and it is with immense pride and humility that I reflect on the incredible journey we’ve undertaken together.

The financial landscape continues to evolve at an unprecedented pace, marked by technological advancements, shifting global dynamics, and emerging opportunities.

At Blue Lake Capital, we are committed to staying ahead of these changes, not just to navigate them, but to turn them into avenues for growth and prosperity for you, our esteemed private clients.

Reflecting on 2024

The past year was filled with significant milestones. Together, we overcame challenges, seized opportunities, and built robust strategies that have positioned us for an even brighter future.

After an all-round stellar exposition in 2022 and 2023, Blue Lake Capital soared new heights in 2024. Our Assets Under Management grew by a staggering 51% while our client base doubled in 2024.

We’ve built a strong foundation over the last couple of years. Be it our vast team network that now spans 18 cities across India, GIFT City, UAE and Singapore, or our unparalleled global product suite ranging from equity, quasi equity and private equity, or our cutting-edge technological moat that keeps us far ahead in the game. 

Our focus has always remained steadfast, that is to deliver personalized solutions that align with our clients’ unique financial situations.

Your success is our success. In 2024, we saw each of our private client achieve remarkable financial milestones. We are proud to yet again report a solid performance in our clients’ portfolio growth.

In 2024, our equity-centric client portfolios grew by a robust 19%* on an average, in contrast to the benchmark Nifty which witnessed a growth of roughly 9% in the same period. That’s a whopping Alpha of nearly 10%* over the benchmark, or in other terms, our client portfolios saw more than double* the growth than that of the benchmark. (*Not indicative of future results).

Here I’d like to mention with all humility that none of these achievements would have been possible without your faith in us. Your trust in us reaffirms our mission and fuels our drive to serve you better every day, and work towards creating a legacy of lasting wealth and prosperity.

Looking Ahead at 2025

Looking forward, the year ahead holds immense potential. At Blue Lake Capital, we are embracing innovation and deepening our expertise to navigate the complex financial ecosystem. Our strategies for 2025 are anchored in 3 core principles:

1. 1. Bespoke Wealth Solutions backed by world-class research 
   2. Technology-Driven Excellence and
   3. Sustainable and Responsible Investing

Most importantly, we’ll continue to stay deeply rooted to our core values of Integrity, Stability, Trust and Accountability.
I am truly honoured by the trust you place in our team and I am committed to ensuring that Blue Lake Capital remains your trusted partner in all your financial aspirations.

Thank you for being an integral part of the Blue Lake Capital family.

Here’s to a year of growth, success, shared accomplishments, and taking the Quantum Leap in Wealth!

Warm Regards,