Chief Wealth Officer
Arun is the founder of the firm and ensures that the client portfolios are in sync with firm’s investment philosophy. He has spent over 9 years crafting and managing wealth solutions for Ultra HNI families. Arun is a CFP, Masters in Finance from Delhi University, CA Final and a CFA USA level 3 candidate.
Client Success Manager
Megha is responsible for overseeing the compliance and servicing division. She has an experience of working with reputed companies like Kotak Securities and Client Associates. She is a MBA from Infinity Business School and has a degree in Economics (Hons) from Delhi University.
Team Leader – Operations & Compliance
Ankit supervises the business operations at Box PFA, and esures 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 financial advisory outfits.
Manager – Operations
Pradeep comes with an enriched experience of 7 years, working with India’s largest mutual fund registrar and other financial services players. He is responsible for supporting the team’s business operations and portfolio reporting.
