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.

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.

Mohit has been crucial to the Business Operations team for more than 5 years. He is responsible for supporting the team’s business operations and portfolio reporting. With his knack for learning technology related things, he also aids the organisation in staying up the curve.

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.

As an accounting executive, Sunil is responsible for finance and accounting. He has 3+ years of working experience in this role.

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.