Perspiciatis Sint Pariatur Velit Corrupti
Our team of professionals has combined expertise and experience to advise and manage different
aspects relating to your wealth management.
Our Team
M B Sreevathsa, Investments Advisor
Sreevathsa has done his Master’s in Finance from University of Delhi and is responsible for
managing client relationships as well as designing financial models to help clients take informed
investment decisions. With his prior experience in an IT MNC, he also takes up technology initiatives
to improve organizational efficiencies.
Pradeep Kumar, Operation Associate
Pradeep comes with an enriched experience of 7 years of working with India largest mutual fund
registrar, CAMS. He is responsible for supporting the teams business operations and portfolio
reporting.
Sunil Shrivas, Associate Finance
As an accounting executive, Sunil is responsible for the company’s Book keeping, Banking and
Invoicing. He also has prior working experience of 2 years in accounting roles.
Sidharth Jain, Investments Advisor
With an experience of almost 8 years in managing wealth of Delhi-based HNI families, Sidharth plays
a key role in business development and client relationship management. He is a keen observer of
Indian Capital Markets and endeavors to help clients achieve their financial goals by crafting
personalized portfolio solutions.
Ankit Shrama, Operation Manager
Ankit supervises the business operations at Box PFA, while also ensuring smooth flow of various
systems and processes critical for all the business teams. He has vast experience of 8 years+ as an
Operations Manager in various mutual fund distribution segment.
Mohit Kumar Chaudhary, Operation Associate
Mohit has been crucial to the Business Operations team for more than 5 years. He is responsible for
supporting the teams’ business operations and portfolio reporting. With his knack for learning
technology related things, he also contributes well in executing online transactions.
Prashant Gupta, Co-founder & Taxation Head
Prashant is a co-founder and is heading our taxation team. His focus area is helping clients meet
regulatory tax requirements and achieve efficient tax solutions.
