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Wealth Management Services

BoxPFA, with years of expertise in financial planning and advisory services, offers comprehensive wealth management solutions for its clients. Our wealth managers provide direction to our client’s financial decisions, enabling them to achieve their financial goals. As a wealth manager, we collate the relevant financial information and life goals of all our clients, assess their risk tolerance level, examine their current financial status, and identify a strategy to fulfill their goals.

Keep in mind that it’s not how exotic your portfolio is but how well it is structured to meet your life’s objectives and give you regular returns whatever the economic environment. Wealth management at BoxPFA is an all-encompassing service, providing comprehensive research-based advisory along with timely and personalized investment execution. BoxPFA offers an unmatched product basket, and our Wealth Management service is uniquely aimed at transforming all our client’s dreams into reality.

BoxPFA also caters to HNIs and bearing in mind that they require a different kind of financial planning and management. Our Wealth Management Services include planning of business and retirement needs, planning and protection of finances, and a whole host of other services, which will help augment their existing, as well as future finances & lifestyle. We try to combine a hard-nosed business approach with a soft touch of personalised attention.

Many segments have widely appreciated our research reports. The delivery and support modules have been fine-tuned by giving our clients personal attention. Further, the investment recommendations given by our team in the market have enjoyed a high success rate.

To tap NRIs, we cater to a significant Indian population that resides in the Middle East and other parts of Asia and is keen on participating in India’s growth story. We have a strong team that specialises in offering Indian investment products to these customers.

Why should you go with our Wealth Management Services?

Whether you want to Build, Manage, or Grow your Wealth or just Protect or Preserve your Wealth, our investment capabilities are exceptionally well equipped to construct an optimal personalised investment solution for you. Our expertise in asset allocation, our process-driven approach, our high attention to detail, and our objective-driven management approach work in tandem to result in tailored investment solutions that meet your financial needs and aspirations. You’ll benefit from customised tailored investment solutions and receive inputs that meet your investment objectives.

Our investment approach has one important goal – your satisfaction, and to achieve this result; we strive hard to construct your portfolio around your objectives and needs. To meet this objective, we begin by working to intimately understand your financial needs & goals, coupled with your willingness to take on different risk levels.

We then take an accountable and actively involved management process to deliver portfolio returns while mitigating controllable risks across all economic cycles. To arrive at this result, we draw upon our core strengths in investment fundamentals and discipline, dynamic asset allocation to arrive at maximising your total after-tax portfolio returns, and portfolio diversification and balance across asset classes.

We also put all our clients first, and we build a long-lasting relationship with all of them. Throughout our relationship, we will continuously stay in touch with you to keep gaining insights and understanding of your evolving circumstances, needs, and objectives and adapting to changing market opportunities and dynamics. We believe that this dynamic process will ensure that our actions on your behalf stay in complete alignment with your specific needs and objectives and are supported by our best-in-class thinking and discipline.

Make full use of our Core Capabilities and Expertise

In this rapidly changing global economic and business setting, we commit to adding sustainable value to our clients through our financial planning, financial advising, investment planning, and retirement planning, and other services.

We also keep our focus on the complex financial needs of UHNIs (Ultra-high Net worth Individuals), families, corporates, and other individuals, and we offer them unique products and services that meet their requirements. We leverage our resources and industry network to craft optimal wealth management solutions to help our clients, who are part of the BoxPFA family, achieve their financial and strategic goals.

Our customized services are duly complemented by our superior execution, rigorous due diligence process with a strong emphasis on picking future winners, and robust investment policy framework.

The Indian market exhibits a wide range of investment opportunities. As an NRI investor, you can engage our services that offer financial advisory services, including easy access to a wide range of products, research & execution services.

Wealth Management for NRIs at BoxPFA incorporates Financial Planning, Retirement Planning, Investment Management, Tax Planning, Estate Planning, and other aggregated financial services. Our holistic approach to wealth management also encompasses wealth protection, wealth appreciation, and wealth accumulation.

Finally, we also provide end-to-end services to Indians and other NRIs, including financial planning and investment management, reviewing, and re-aligning investments according to change in market environments, along with a bunch of financial services.

About

Box Personal Financial Advisors is a Delhi NCR based wealth management firm primarily advising and managing wealth for Delhi NCR based HNI families and NRIs.

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