About Us
Our Vision
To become the most trusted financial stewardship firm for High Net Worth Individuals (HNIs) and NRIs. We envision a future where our clients possess total financial freedom-liberated from the stress of market volatility and investment selection-allowing them to focus entirely on their true sources of happiness and personal fulfillment.
Our Mission
To de-clutter the financial lives of our clients. Our mission is to provide unbiased, process-driven wealth management that transforms complex financial chaos into a structured, manageable "Box" of solutions. We strive to act as the personal Chief Financial Officer (CFO) for every family we serve, ensuring that every financial decision is mathematically sound and aligned with their life goals.
Our Promise
We promise uncompromised integrity. Unlike traditional setups, we operate on a client-first, fee-only model. This means we do not sell products for commissions; we offer advice for growth. Our promise is transparency: you will always know where your money is, why it is invested there, and how it serves your specific goals. When you grow, we grow.
We’ve built trust, not just portfolios.
2012
Where it all began.
BOX was founded with a clear mission, to reshape how investments are managed in India.
2016
Built on trust, backed by regulation.
Registered as a SEBI Investment Advisor, marking a new era of compliance and credibility.
2019
Scaling milestones, managing trust.
Surpassed ₹400 Cr in Assets Under Management, proof of investor confidence and strategic growth.
2020
National recognition, regional leadership.
Awarded by BSE as North India’s Largest and India’s 2nd Largest Registered Investment Advisor.
2024
Growing the team, growing the vision.
Now a 15+ member team serving HNIs and UHNIs with personalised wealth strategies.
2025
Crossing ₹1000 Cr in AUM.
A testament to the trust of our clients and the consistent performance of our advisory approach.
Advisory Board
Our Advisory Board brings together accomplished leaders from business, technology, marketing, and institution-building. Their role is to offer perspective, challenge our thinking, and support the long-term direction of Box Wealth as a firm.
The Advisory Board provides firm-level strategic guidance only. It is not involved in individual client portfolios, investment recommendations, product selection, or the day-to-day delivery of advisory services.
Mr. Sanjay Krishna Goyal
Founder & former CEO, ACL Mobile
Sanjay is a serial entrepreneur with a proven track record of building innovative ventures across diverse industries. He founded his first company at the age of 23 in the...
Mr. Ankit Gupta
Joint Managing Director, Holostik India / Holostik Group
Leads anticounterfeiting and brand protection solutions (security holograms, labels, track and trace). The Group is fundamentally into three business areas: Printing & Packaging...
Mr. Vineet Jain
Technology Leader
Vineet is one of the leading technology minds of the country. He co-founded ACL Mobile in 2000 and architected high-availability, high-throughput messaging systems used by...
Mr. Vishwajeet Parashar
Former Chief Marketing Officer at Bajaj Capital Ltd.
Chief Marketing Officer with 25+ years of experience driving brand growth, customer acquisition, and profitability. He has conducted 100+ webinars, 100+ seminars, 500+ conferences,...
Our Team
The mix of seasoned judgment and energetic execution ensures well‑reasoned strategy, meticulous implementation and white‑glove service across investing, planning, tax awareness and governance.
How our team works
We believe wealth management works best when strategy, implementation, reviews, and client communication are handled with discipline and continuity.
From research and planning through tax-aware execution, operations, reviews, documentation, servicing, and ongoing relationship management, the experience is coordinated by a team and a repeatable advisory process rather than one isolated individual.