Financial Advisory Services

Let’s begin by answering a simple question – Who is a Financial Advisor?

Our Financial Advisors at BoxPFA help individuals and companies reach their financial goals sooner by providing them and perhaps their clients with strategies and ways to create more wealth, reduce costs, or eliminate debts.

Our Financial Advisory services are dedicated to assisting our clients and financial institutions by providing the optimum solution. BoxPFA offers a “One-Stop Service” covering the entire spectrum of the many complex finance-related processes, including strategic planning, due diligence, post-merger integration, and transaction execution. Our Financial Advisory Services also offer a complete range of our market skills to help clients understand and analyze events or issues and provide solutions to address them. Finally, our Advisory Services also offer industry-specific solutions that best suit our client’s needs.

Our Finance Advisors at BoxPFA will also help you in personal financial planning to achieve your future goals. Now, as a layman, you may ask what financial planning is. Simply put, it means planning for your future financial needs by investing in return-oriented instruments. As an individual, it will be difficult for you to evaluate various investment instruments and the market cycle. So, our financial advisory services will play the role of a guideline for your personal financial planning. In turn, personal financial planning will help you to stop worrying about the secured investment for the future, and we’ll take care of the rest.

How financial advisory services work?

Our Financial advisory team comprises industry experts and experienced people. Our team will nurture your needs and make you understand what financial planning is. Our advisory services will also indulge in risk profiling your portfolio and allocating proper asset class to your profile. Our experience tells us that Financial planning at a young age gives high growth in the future.

Why is Personal financial planning Beneficial for you?

  • You’ll get a clear picture of extra expenses
  • You’ll get a clear, realistic goal
  • You’ll have a timeline to achieve that goal
  • It makes you financially literate
  • It is beneficial for future security
  • It helps in tax planning
  • It gives a safe future to dependents
  • It prioritizes your goal
  • It gives you an idea of how much risk you can tolerate

So, now you get a clear idea about what is financial planning? How do our financial advisory services work? We analyse every client’s needs and goals; the entire client’s questions, from financial planning to Risk factors of the portfolio, all need to be answered.

Role of our Financial Advisors

Our financial advisor helps individuals and companies to meet their financial objectives, as follows.

In an individual’s case, our financial advisor can provide insight into how they can save more and build their wealth, which is often done by constructing a portfolio of well-suited portfolios to the client’s risk attitude. Some clients are more willing to take on risk if the prospect of a potential reward is more compelling to them.

Conversely, some clients are more risk-averse and would like a lower-risk portfolio, even if it means potentially lower returns. Determining an individual’s risk attitude is sometimes tricky since an individual’s risk attitude can depend on many factors. Thus, our financial advisor may ask about things like the individual’s age, income, marital status, indebtedness, or savings to gather a solid understanding of their client.

In the case of companies, our financial advisors can help provide a second, neutral, and unbiased perspective on corporate development projects. For example, if a company considers expanding its operations by building a new factory, our financial advisors can help assess the project’s profitability independently. Once the advisor’s assessment is concluded, he/she can present their findings to the company’s management to ensure their analysis provides the company’s leadership with a valuable second opinion.

Leave Your Financial Decisions to Us

In life, making all those tricky financial decisions on your investments or insurance or expenses is scary and yet, unavoidable. An average Indian can lose at least INR 1 Crore by making wrong financial decisions during their lives, but this is where we come in. We will take care of your financial decisions to live the life that you always wanted.

Our Goal: Make BoxPFA Your World for All Financial Needs

A tax-saving strategy, the right insurance advice, a platform to invest in mutual funds, tracking your goal of buying a house, BoxPFA has it all. Our dedicated team of Certified Financial Advisors at BoxPFA will assist you at every step of your financial journey.


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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