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ABOUT OUR FINANCIAL PLANNING AND ADVISORY SERVICES

Financial Planning covers all aspects of Wealth Management. Our Financial Planning and avdisory services will help you take better control of your finances, enhance your life quality, and make you feel confident about your financial condition. BoxPFA Personal Financial Advisors is a certified Financial Planning Advisor firm. We are based in Noida, India, and cater to the clients in Delhi NCR and other parts of India, Asia, and perhaps the world. We are the go-to Financial Advisors in the Noida and Delhi/NCR area; we first understand your financial plan & dreams and then, based on your income, resources, and expectations to offer you the best possible solution.

Our mission is to put all your financial aspirations and challenges in a Box and solve them. The team at BoxPFA Personal Financial Advisors is essentially preferred by many working professionals and upcoming entrepreneurs for our investment expertise. Over the years, we have also extended our capabilities to cover other areas concerning your wealth. So you can truly celebrate your wealth by creating time for yourselves when you finally decide to give up work or retire. Make BoxPFA Personal Financial Advisors your go-to financial planner and financial advisor if you’re looking for a perfect financial plan for yourself and your family!

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.

Don’t let all your money sit idle in your bank account when you can quickly multiply it by making sound investment choices. Choose from our plethora of investment services to make the most out of your investment plans with us. But if you still feel confused about choosing the financial advising services for your financial planning needs, have a look at our services, and discover for yourself why we are a one-stop-shop solution for you:

  • Financial Planning: Proper financial planning ensures a worry-free life. In general, our financial planning and investment process will help you take a thorough look at all aspects of your financial life and organise them most efficiently for your situation. We believe in establishing a long-term relationship with all our clients, and so we continue our relationship beyond being your Personal Financial Advisors. Our Certified Financial Planners will not only help you create your financial portfolio but will continue to review your financial planning from time to time.
  • Financial Advising: At BoxPFA Personal Financial Advisors, we focus all our decisions on keeping the client’s interest first. Our financial advisors don’t even think of selling you any specific investment products and services for extra compensation. They’re all professionally trained financial advisors who work for your benefit by understanding your needs and developing a personalised plan based on your unique financial situation. At BoxPFA, we are dedicated to helping you reach your goals.
  • Investment Planning & Advising: We will develop an investment plan to ensure you lead a financially worry-free life. We provide you with recommended investment strategies by looking at the big picture, consistent with your overall financial goals and risk tolerance. Our investment planning services will always keep you on track toward your financial goals. We can do everything from developing a comprehensive investment plan for your short-term & long-term goals to continually monitoring and tweaking your investments for providing a suitable trade-off of risk and return. Get in touch to find out more about our investment planning solutions.
  • Wealth Management: These are some uncertain times; in today’s dynamic world, volatile economic conditions have made it more critical than ever to have strong Wealth Management that’ll keep your family protected and get positive financial outcomes. Our team of expert and qualified Certified Financial Planners will help you develop a sound strategy to ensure you meet all your Wealth Management goals while safeguarding your wealth. We take care of all our clients, so after clearly understanding your needs, we’ll put together a detailed, personalised plan in place to make sure you never need another financial advisor for years to come.
  • Retirement Planning: Take pleasure by remaining financially independent and maintaining the lifestyle you worked hard for with our retirement planning services. Actively planning for your retirement can be one of the most significant decisions you’ll ever make. Our Retirement Planners will take time to gain a deep understanding of your needs and current position concerning your retirement needs and goals and will help you get on the right track.

OUR INVESTMENT EXPERTISE MAKES US THE MOST RELIABLE FINANCE ADVISOR IN TOWN

Begin creating wealth with our expert Certified Financial Planners. They’ll always give investment advice based on your goals. Our Investment approach is solution-oriented. If the financial markets confuse you, our financial advisor will help you decide the investment avenues which would suit your needs best. They will take time to understand your financial requirements and subsequently help you fulfill those requirements.

We believe that individual households need only simple and useful tools to attain their goals. At BoxPFA Personal Financial Advisors, our endeavour is not to sell you a financial product you don’t need but help you with a comprehensive financial solution. We’ll always customise the financial plan to suit your requirement.

We are very good at what we do as we always make sure you meet your investment objectives. Our investment planners use the best available technology, knowledge & processes. At BoxPFA, rest assured your investments are in good hands. Our holistic personal financial planning and financial advising services have helped thousands of people to reach their goals. Our main focus always remains on the service we provide. We will try meeting your Goal and probably expand on it. If you want to experience our financial planning services and attain your goals, contact us now to get started.

OUR ETHICS & STANDARDS MAKES US ONE OF THE MOST RESPONSIBLE FINANCIAL PLANNING COMPANIES

In addition to BoxPFA’s strict ethical practices, our financial planning team abides by the code of ethics set by the CFP, Financial Planning Standard Board of India, and SEBI. Choosing the ethical path is in our DNA. Adoption of the CFA Asset Manager Code is just one of the steps in this direction. The highest importance is given to ethics and standards in our organisation. All our Certified Financial Planners always strive hard to provide customised financial planning solutions specific to your needs so that you invest in those avenues which meet your requirements and give you maximum returns. We want to build a long term relationship with you and nurture it as well. We will try to know you first; the better we know you, the better we can customise the financial plan. We never compromise your hard-earned money as we believe all our clients are part of one huge BoxPFA family.

TESTIMONIALS

Boxpfa has been handling my portfolio since last three years. Arun and his team are doing a great job especially Salman who has been taking care of my financial portfolio for over one and a half year and I can safely say that his knowledge and expertise of financial planning is very thorough, he is quite ethical and a process oriented professional. He has always offered unbiased advice, support which has given me confidence to harbor trust. I highly recommend Boxpfa’s advisors to anyone seriously looking to get a structured financial planning in place.

Abhinav Agarwal

Boxpfa is a portfolio management company set up by a group of committed and knowledgeable professionals who have performed admirably. I have benefited immensely from their advice and noticed their commitment throughout the year. I am impressed by the performance. I wish them all the best in their endeavour .

Col Vasudev

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

How are you different from other financial advisory firms?

  • Our Industry leading investment framework -Middle Path Framework
  • Strong Accounting and taxation roots
  • Having a robust ethical culture

What is it exactly that a wealth manager can do for me?

  • We help you organise and declutter your financial life
  • We understand, analyse and help you invest for life goals
  • We stay with you till you reach your life goals (and thereafter too)
  • We help you avoid take wrong decisions driven by emotions
  • We help you to be prepared for emergencies and transitions
  • We will stand by your family members in case of emergencies
  • We educate you on the do’s and don’ts of money management
  • We help you to save/invest regularly, bring in discipline
  • We avoid you make mistakes of getting into latest trends / fads.
  • We do Asset Allocation & Portfolio Rebalancing on a regular basis
  • We also help you select top class investment products & schemes

How can I benefit from your tax expertise services?

While filing your tax returns, we run through a checklist to ensure that all recommended deductions and benefits have been availed. Additionally, using advanced techniques we can harvest losses and set them off against gains to reduce the tax outgo.

How much Insurance should I have?

What's your fee structure?

Our remuneration is based as a percentage of average Assets Under Management method (AUM). This aligns the interest of both parties very well as our earnings growth is tied to growth of family’s AUM.

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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