Consultant – Tax & Accounting
Prashant is leading the taxation and accounting efforts in our firm. He assists our clients to meet tax requirements and achieve efficient tax solutions.
Client Portfolio Manager
Sreevathsa has earned his Master’s in Finance from University of Delhi and is responsible for managing client relationships as well as designing financial models to help clients take informed investment decisions. With his prior experience in an IT MNC, he also takes up technology initiatives to improve organizational efficiencies.
Founder & Chief Investment Advisor
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.
In his role as the head of research, he is leading the security selection function and plays a critical role in executing management’s investment philosophy and needs. Salman brings with him rich experience of working in financial services and international markets. He is a CFA charter-holder and an MBA from Goa Institute of Management.
Senior Manager – Compliance and Servicing
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.
As an accounting executive, Sunil is responsible for finance and accounting. He has 3+ years of working experience in this role.
Manager – Operations
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.
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.