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About

Our mission is to put all your financial aspirations and challenges in a BoxPFA and solve them.

While the team at BoxPFA Personal Financial Advisors is now a established industry thought leader for investment expertise, over the years it has also extended it’s capabilities to cover other areas concerning your wealth.

So that you can truly celebrate your wealth by creating time for yourselves and also making your wealth work harder.

ONE STOP SOLUTION

Investments, insurances, taxes, accounting, or lawyers. As private CFOs to our client families, we can remove the hassle of coordinating with multiple service providers and provide a one-stop solution.

INVESTMENT EXPERTISE

Our Investment approach is solution oriented. We believe that individual households need only simple and effective tools to attain their goals.

ETHICS & STANDARDS

Choosing the ethical path is in firm’s DNA. Highest importance is given to ethics and standards in our organisation. Adoption of CFA Asset Manager Code is just one of the steps in this direction.

OUR SERVICES

ONE STOP
SOLUTION

Investments, insurances, taxes, accounting or lawyers. As private CFOs to our client families

INVESTMENT
EXPERTISE

Our Investment approach is solution oriented. We believe that individual households

ETHICS &
STANDARDS

Choosing the ethical path is in firm’s DNA. Highest importance is given to ethics.

FAQs

Who needs to avail wealth management services?

Wealth Management Services are meant for everyone and not only for the rich.

What are the services you offer?

Our services are a one stop solution for our clients Investments, insurances, taxes, accounting or lawyers. We follow an ethical path always.

How is Box PFA different from others?

We offer bespoke advisory. We walk the entire journey with our clients while playing fiduciary duty.

I have a CA who helps me with taxations and tips me about investments, why do I need wealth management?

Our wealth management offers holistic review unlike others.

What is the minimum level of investment required?

There is no minimum limit of investment. It is focussed on life-long relationships.

Contact Us Today For A
Competitive Quote



About

Box Personal Financial Advisors is a Delhi NCR based wealth management firm primarily advising and managing wealth for Delhi NCR based HNI families and NRIs.

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