Arun Mandal
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.

Megha Kotwal
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.

Mohit Kumar Chaudhary
Senior Specialist – Operations

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 Shrama
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.

Sunil Shrivas
Associate Finance

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

Pradeep Kumar
Senior Specialist – 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.


BOX Personal Financial Advisors / Pebble Silk Private wealth management is a brand of AM investment Advisors & Associates. AM investment Advisors & Associates is a AMFI-registered Mutual Fund Distributor (ARN-176173 ) AM investment Advisors & Associates is a SEBI Registered Investment Advisers (Registration No INA100004871) (Type of Registration- Non-Individual , Validity of Registration- Perpetual) Address: D-33, Sector 2, Noida UP 201301, Name of the principal officer: Arun Kumar Contact No:+91 9999 769 528 Email: Local Office of SEBI - 3rd Floor, Eldeco Corporate Chambers-II, Vibhuti Khand, Gomti Nagar, Lucknow - 226 010.

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