Our mission is to put all your financial aspirations and challenges in a BOX and solve them.
While the team at BOX Personal Financial Advisors is now a established industry thought leader for investment expertise, over the years it has also extended it’s capabilities to cover other areas concerning your wealth.
So that you can truly celebrate your wealth by creating time for yourselves and also making your wealth work harder.
ONE STOP
SOLUTION
Investments, insurances, taxes, accounting or lawyers. As private CFOs to our client families, we can remove the hassle of coordinating with multiple service providers and provide a one stop solution.
INVESTMENT
EXPERTISE
Our Investment approach is solution oriented. We believe that individual households need only simple and effective tools to attain their goals.
ETHICS &
STANDARDS
Choosing the ethical path is in firm’s DNA. Highest importance is given to ethics and standards in our organisation. Adoption of CFA Asset Manager Code is just one of the steps in this direction.
