1,100 Crores
And Growing
Assets Under Management
*As on 1st December, 2025
#1 RIA*
In North India
Registered Investment Advisors
*Based on the 2021 BSE Registered Investment Adviser Award for highest AUM in the non-institutional category.
14+
Years
of Experience
Estd. 2012
“Lasting wealth is not an accident. It is the result of discipline, simplicity and intent – repeated quietly over many years.”
Arun Mandal,
CFA, CFP, MFC,
Founder & Managing Partner
What We Do
01.
Financial Planning
We create clear financial roadmaps by analyzing income, savings, and debts to align your wealth with your goals.
02.
Investment Plan
Every investor is unique. We build personalised plans with milestones and strategic diversification to grow your wealth.
03.
Portfolio Construction and Management
We design tax-smart portfolios that adapt to market shifts and are aimed for long-term performance and protection.
04.
Monitoring and Rebalancing
We guide you through regular portfolio reviews to manage risk, seize opportunities, and stay aligned with your goals.
05.
Other services
We connect you with legal, tax, and insurance experts to ensure your finances are secure and future-ready.
Retirement Portfolio Planner
We’re still improving this tool - enjoy the beta version!
Who Do We Serve
01 / 02
Managing Director & Partner
Global Management Consulting Firm
Box Wealth has helped me build a globally diversified portfolio. Their client-centric approach inspires complete trust from the very beginning.
01 / 02
Founder & Managing Partner
Award Winning Law Firm
Box Wealth Advisors has helped me build a globally diversified portfolio and stay disciplined through market cycles. Their holistic portfolio planning gave me clarity and confidence in my financial journey.
01 / 02
Gastronomist
Golden Years
For more than 15 years, Box Wealth's prudent, long-term approach has safeguarded and grown my retirement funds. Their client-focused dedication fostered complete trust from the very first day.
01 / 02
Chief Data Officer, Asia
Fortune Global 500 Company
Box Wealth has been a trusted financial advisor to my family and me since 2014. As a Non-Resident Indian working for a Fortune 500 company, I have found their understanding of international markets, taxation, and cross-border financial operations to be exceptionally sound. Their team is diligent, highly responsive, and consistently practical in their recommendations. Thanks to their thoughtful, personalized approach, my portfolio has grown steadily, with strong diversification across global assets. What I appreciate most is their integrity— they never push products or funds, and their advice always feels tailored to my needs.
01 / 02
Partner
Leading Law Firm of India
Their clear communication, timely updates, structured and transparent ways of dealing, ensured a strategy tailored to my risk appetite and long-term objectives.
Co-Founder & CTO
Global Sports Platform
Box Wealth has managed my India asset allocation since 2022. I’m thoroughly impressed with how they tie every decision to my goals and explain trade-offs in plain terms. I like their steady execution and early heads-ups when markets move—adjustments feel measured, not reactive.