Arun Mandal

Box Personal Financial Advisors (AM investment Advisors & Associates)

Wealth Advisory Firm

Service Location

Noida

Professional Licenses

FPSB

#IN150281

SEBI RIA

#INA100004871

Fee Based Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a hybrid structure, offering professional advisory services for a fee, while often providing integrated execution services that may involve separate distribution arms.

Contact Information

Address

D-33, Sector 2, Noida - 201301, Uttar Pradesh.

Website

https://boxpfa.com/

Client Focus & Services

Best suited for

High-net-worth individuals, families, and institutions requiring sophisticated wealth management services. Clients with investable assets typically exceeding ₹1 crore who need multi-disciplinary teams handling complex financial needs.

Problems solved

Complex wealth management, multi-generational planning, tax-efficient portfolio construction, alternative investment strategies, risk parity management, concentrated position diversification, family office services, sophisticated estate planning, international wealth management, philanthropic advisory.

What this advisor does NOT do

This advisor does not offer independent investment products outside their platform. They do not provide guaranteed returns or fixed-income promises. They do not offer tax return preparation or legal document drafting. They do not provide daily market speculation or short-term trading strategies. Distribution arm products may involve separate compensation.

About Arun Mandal

Box Personal Financial Advisors is a prominent wealth management firm situated in Delhi NCR, specializing in offering comprehensive advisory and wealth management services to High Net Worth Individuals (HNI) families and NRIs in the region. Their journey, which commenced in 2016, has been marked by a strong reputation for simplifying investment strategies while simultaneously enhancing financial outcomes for their clients. The ultimate result is an increase in financial freedom and resources, empowering families to pursue their true sources of happiness and fulfillment.

Their approach to wealth management is both extensive and intensive, covering a wide range of wealth-related aspects while also delving into each area with meticulous attention to detail, constructing robust frameworks for financial success. To their clients, they are more than just financial advisors; some view them as their private Chief Financial Officers, providing invaluable guidance and insight, while others see them as personal coaches, steering them toward their financial goals with unwavering dedication.

Arun, the founder of Box Personal Financial Advisors, plays a pivotal role in ensuring that client portfolios align with the firm's investment philosophy. With over 9 years of experience in crafting and managing wealth solutions for Ultra HNI families, Arun holds qualifications such as Certified Financial Planner (CFP), a Masters in Finance from Delhi University, CA Final, and is a CFA USA level 3 candidate. His expertise and commitment make him an instrumental figure in guiding their clients toward financial prosperity and success.

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