Blueprint Planning

What Blueprint Planning does

Blueprint Planning is a privately held, licensed financial advisory firm headquartered in Shah Alam, Selangor, Malaysia, founded in 2005 by Raju K. Ramasamy (KR Raju). It operates through two group entities, Blueprint Planning Sdn. Bhd. (licensed by the Securities Commission Malaysia, CMSL/A0254/2009) and Blueprint International Sdn. Bhd. (licensed by Bank Negara Malaysia for insurance and takaful distribution), and serves individuals, families, SME owners, ultra-high net worth clients, and Australian expatriates across Malaysia, Indonesia, and via a partnership with Blueprint Wealth Australia. The firm is also notable as the first Malaysian financial planning company to offer a full Comprehensive Islamic Financial Plan aligned with Shariah principles.

The company's core offering is a 7-Step Quality Advice Process that wraps Comprehensive Financial Planning, Comprehensive Islamic Financial Planning, and Modular Planning/Advisory modules covering cashflow management, investment, retirement, estate, wealth protection, small business solutions, international wealth management, and family office services. Its underlying technology stack is light: a Practice Management System for practitioner workflows and the third-party Finametrica Risk Profiling Questionnaire for client risk assessment. Product distribution relies on a network of licensed financial planners supported by a dedicated advisor and case manager, with an Ongoing Service Program of regular portfolio reviews, annual newsletters, and online resource access. Multi-provider partnerships with life insurers (Great Eastern, Allianz, MCI Communications), takaful providers (Etiqa Takaful, Zurich Takaful), general insurers (Lonpac, Berjaya Sampo), and investment platforms (PhillipCapital, iFast Capital, RL360) enable independent, multi-broker recommendations.

Go-to-market is sales-led and referral-driven. Customer acquisition flows through professional network referrals (accountants, auditors, solicitors, company secretarial firms via a Strategic Professional Alliance), satisfied client referrals, educational content, media appearances on BFM, ASTRO, and RTM, and financial literacy programs. The firm has an active hiring pipeline (internships and vacancies) and is executing geographic expansion into ASEAN with a Jakarta office already opened and a Surabaya office planned. Revenue model combines professional services fees for comprehensive and modular planning with transaction-based commissions on insurance, takaful, and investment-linked product placements through Blueprint International; pricing is not publicly disclosed, with a free initial consultation and fees triggered after signing a Letter of Engagement.

Name

Blueprint Planning

Legal name

Blueprint Planning Sdn. Bhd.

Website

https://bpplanning.com.my

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

Blueprint Planning is a Malaysian licensed financial advisory firm offering comprehensive, modular, and Shariah-compliant financial planning for individuals, families, SMEs, UHNW clients, and Australian expatriates across Malaysia, Indonesia, and Australia via its Blueprint Wealth Australia partnership.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

SIC

Investment Advice (6282), Life Insurance (6311)

akta.pro primary industry

Digital/Robo Financial Planning (FSAEAAAK)

akta.pro secondary industry

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

Keywords

• Financial planning services
• Wealth management advisory
• Islamic financial planning
• Investment advisory
• Retirement planning

Headquarters

HQ city

Selangor

HQ country

Malaysia

HQ region

Asia

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Comprehensive Financial Planning Services: Fees charged for holistic financial planning services covering wealth accumulation, protection, and distribution. Includes comprehensive and Islamic financial planning.
2. Product Advisory and Insurance Solutions: Revenue from insurance-based solutions through Blueprint International Sdn. Bhd., including life insurance, takaful, investment-linked insurance, general insurance, and group insurance products.
3. Modular Advisory Services: Individual advisory services for specific financial needs including investment advisory, risk management advisory, and estate planning advisory.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Blueprint Planning provides holistic, fee-based financial planning and advisory services to individuals, families, SMEs, and high net worth clients in Malaysia and the ASEAN region. Its core offerings are organized around two pillars — Comprehensive Financial Planning (conventional and Shariah-compliant Islamic variants) and Modular Planning/Advisory — each delivered through a proprietary 7-Step Quality Advice Process covering wealth accumulation, protection, and distribution. Insurance-based solutions are delivered through its sister entity Blueprint International Sdn. Bhd.

Product overview

Blueprint Planning offers a comprehensive suite of financial planning services organized around two main pillars: Comprehensive Financial Planning (conventional and Islamic) and Modular Planning/Advisory services. The comprehensive plans follow a 7-step quality advice process and cover wealth accumulation, protection, and distribution. The modular approach allows clients to access targeted services in specific areas such as Cashflow Management, Investment Planning, Retirement Planning, Estate Planning, Wealth Protection, Small Business Solutions, International Wealth Management, and Family Office. All services are supported by a dedicated advisor and case manager system. The firm is licensed by the Securities Commission of Malaysia and Bank Negara Malaysia.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Financial Planning

Quantifiable outcome

• V. Thangavelu (VP. Thanga) recognized as second highest top scorer in Malaysian Financial Planner Year Award 2015
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Five partnerships are on record, tiered core and minor.

• Blueprint Wealth AustraliacoreStrategic or Co-development PartnerStrategic partnership with Blueprint Wealth Australia, consistently ranked as one of the highest performing financial advisories in Australia. Blueprint Planning has adopted Australian best practices in financial advice and integrated them within the ASEAN region. The partnership enables cross-border financial planning services between Australia and Malaysia.
• General Insurance ProvidersminorOthersPartnership with multiple general insurance providers including Great Eastern, Lonpac, Allianz, and Berjaya Sampo for wealth protection solutions.
• Life Insurance ProvidersminorOthersPartnership with life insurance providers including Great Eastern, Allianz, and MCI Communications for life insurance and investment-linked products.
• Takaful ProvidersminorOthersPartnership with Takaful providers including Etiqa Takaful and Zurich Takaful for Islamic wealth protection solutions.
• Estate Planning PartnersminorOthersPartnership with estate planning service providers for will preparation and trust services.

Scale indicators5 records

Recent moves9 records

Expansion highlights6 records

Broad incumbents

• Manulife Malaysia: Malaysian life insurance and wealth management arm of Manulife, providing investment-linked insurance, retirement and advisory products. Comparable because it competes for the same wealth protection and retirement planning wallet share and is named among Blueprint's insurance product partners.
• Etiqa Family Takaful: Major Malaysian takaful and insurance operator, listed as a Blueprint Planning takaful provider partner. Comparable because it serves the same Shariah-compliant wealth protection demand pool that Blueprint Planning addresses through its Islamic financial planning offering.
• Great Eastern Life Malaysia: One of Malaysia's largest life insurance and takaful providers, listed as a Blueprint Planning life and general insurance partner. Comparable as a broad incumbent offering wealth protection and investment-linked products to Malaysian consumers and SMEs.
• Kenanga Investors Berhad: Malaysian asset management and wealth advisory firm referenced in Blueprint Planning's team lineage (Seliyan Swaminathan's prior Group Manager role). Comparable as a Malaysian licensed investment advisory providing wealth solutions to retail and HNW clients.
• PhillipCapital: Regional financial services group with a Malaysian presence providing investment advisory and wealth management. Listed as a Blueprint Planning partner, and operates in overlapping client segments via licensed planners and investment platform distribution.
• AHAM Capital: Malaysian asset manager (formerly Affin Hwang Asset Management) offering investment advisory and unit trust products. Comparable as a Malaysian licensed investment advisory serving overlapping retail and HNW wealth management needs.
• iFAST Corporation: Singapore-headquartered regional wealth and investment platform with distribution in Malaysia (iFast Capital) — listed as a Blueprint Planning investment platform partner. Comparable because both offer investment and wealth services to Malaysian investors through platform distribution and licensed advisory infrastructure.

Emerging players

• StashAway Malaysia: Digital wealth management platform operating across Malaysia and the broader ASEAN region. Comparable as an emerging alternative to traditional advisory targeting affluent Malaysian investors with portfolio management, though delivered through a robo-advisor rather than human planners.
• Wahed Invest: Global Shariah-compliant digital investment platform with presence in Malaysia and other ASEAN markets. Comparable as an emerging player addressing the same Islamic wealth management demand that Blueprint Planning's Islamic financial planning line targets, although delivered digitally rather than through human advisors.

Direct peers

• Blueprint Wealth Australia: Australian financial advisory firm explicitly identified as Blueprint Planning's strategic partner and the source of its adopted practice model. Operates a comparable independent, comprehensive financial planning model serving individuals, families and business owners, with cross-border clients in Asia — making it the closest direct peer and a benchmark for Blueprint Planning's service design.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/blueprint_my
• Facebookfacebook.com/bpplanning

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Blueprint Planning