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The BOX Personal Financial Advisors Process & Services


Our processes lays strong emphasis on your active involvement while identifying the appropriate financial solutions for your life goals. We manage wealth for our clients with following as the main activities that take place on a regular basis.

  1. Risk Assessment: Our team of experts will help you to undertake need based, holistic financial planning to define and achieve your financial goals. Our Financial Planning process begins with an in-depth look into your current financial life. We will spend a significant amount of time taking your inputs and making sure that we have all the details required regarding your life goals and finances, before we proceed to building your Financial Plan.

  2. Investment Advisory & Management: We will help you realign all your existing portfolio asset allocation through diversification, to bring it in line with your risk profile and life goals. Your BOX Financial Portfolio will be more comprehensive, simple to understand and to implement.

  3. Portfolio Reporting & Performance Reporting: BOX Financial Advisors Process never comes to an end throughout the life cycle of our relationship with our clients for we strictly monitor your investments/financial plan to ensure that they are in line with the expectations and keep you updated with the developments in the financial world.

  4. Tax Advisory & Return Filing Services - Tax advisory forms an integral part of bringing efficiency into your personal financial affairs. Our team comprises of CAs and professionals who specialise in this and hence, ensure a smooth experience.

  5. Wealth Protection and succession planning - While it is important to create wealth & meet your life goals, it is equally important to ensure that your wealth is protected for any contingencies. We use various tools like will, insurances to ensure that your family's ambition are protected no matter what.




 
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