Menu
X

Our Values

Ethics is not optional

For us ethics is not optional. Professional standards and ethics occupy the most important place in the guiding framework for us.

We are constantly adding and applying multiple tools to our culture to ensure this. Having an in-house compliance department and a transparent business model have been critical for us.

Also, our holding entity, AM Investment Advisors, is amongst the few in India to have adopted the CFA Institute Asset Manager Code. To read more about the code, please click on the link below.

Asset manager code – https://www.cfainstitute.org/en/ethics/codes/about-asset-manager-code

book cat

About

BOX Personal Financial Advisors is a brand of AM Investment Advisors & Associates, an AMFI registered Mutual Fund Distributor (ARN-176173) (Registered On 16th Feb 2021 Valid till 15th Feb 2027) & a SEBI Registered Investment Adviser (Registration No INA100004871). Type of Registration = Non-Individual & Validity of Registration = Perpetual. Principal officer: Arun Kumar. Contact No:+91 9999 769 528 Email: arunwealthmanagement@gmail.com. Address: D-33, Sector 2, Noida UP 201301. Local Office of SEBI ­- 3rd Floor, Eldeco Corporate Chambers-II, Vibhuti Khand, Gomti Nagar, Lucknow - 226010. “Investment in securities market are subject to market risks. Read all the related documents carefully before investing.” “Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.. Your attention is drawn to the SEBI circular no. SEBI/HO/OIAE/OIAE_IAD-1/P/CIR/2023/131 dated July 31, 2023, on “Online Resolution of Disputes in the Indian Securities Market”. A common Online Dispute Resolution Portal (“ODR Portal”) which harnesses conciliation and online arbitration for resolution of disputes arising in the Indian Securities Market has been established. If you are not satisfied with the resolution provided, you can access ODR Portal at https://smartodr.in/”.

Contact Us

Copyright © BOXPFA

Boxpfa.