Financial Planning
Budgeting, cash flow analysis, goal-setting and contingency planning.
Read moreOur Approach
Client-centric
For you
Stepping into the market can be rigorousfor any investor. At Box Wealth, we step into the market.
With you
We think from your side of the table to acheive you dreams. Our open Architecture not only gives us flexibility but also greater diversification avenues. We thrive to make relations, not transactions. At Box Wealth, we step into the market.
For you
With you
Client-centric
Integrated Planning & Philosophy
Your family can reap true benefits with Detailed Financial Planning exercise.
Extensive portfolio analysis with Custom Consolidated reports including held away assets.
We aim to build a Holistic view of your family goals.
Investment Philosophy
Middle Path Strategy
We believe that a coherent Middle Path Strategy proves to be the best in the long run when compared to conservative or aggressive strategies. We want to push & strive for that extra mile on every investment through Active Manager Selection and Cycle positioning.
This manifests in various ways for us:
Diversified rather than Concentrated portfolios
Open ended over Close ended instruments
Simple portfolios instead of Complex
Service Delivery Model
At Box Wealth Advisors, we operate with a service delivery model that is structured and team-based.
Every client engagement is mapped and tailored to the client's goals.
Every portfolio built with a defined process, from onboarding & goal-setting, to execution, reporting and periodic reviews.
Solutions
Box Wealth Advisors delivers end-to-end solutions across the most critical pillars of wealth management, integrating clarity, performance, and strategic foresight.
Pricing
Clear, transparent pricing aligned to how we work with you.
How pricing works
We work through two broad pricing routes depending on the nature of the engagement and the applicable regulatory framework. The table below provides a directional view, while the detailed disclosures sit further down this page.
Product route (ARN)
This route generally applies where compensation is linked to products distributed under the ARN framework, subject to the nature of engagement and applicable regulations.
Client fee route (RIA)
This route generally applies where the client fee structure is governed by the RIA framework, based on the scope of engagement and the applicable regulatory route.
Broad pricing eligibility framework
Applicable for clients onboarded on or after 1 October 2025.
The table below is intended as a directional guide to the broad arrangement that may apply. It should be read alongside the detailed fee disclosures further down this page.
| Pricing Arrangement | ||
|---|---|---|
| Expected investible wealth over the next 5 years | Product route (ARN) | Client fee route (RIA) |
| Upto INR 2 crs | ✘ | ✘ |
| 2 crs to 25 crs | ✔ | ✘ |
| Above 25 crs | ✔ | ✔ |
This table is intended to help you understand the broad arrangement that may apply. Final structure and disclosures depend on the scope of engagement and the applicable regulatory route.
Detailed fee disclosures
Frequently Asked Questions
The questions below address common areas of clarification around the two pricing routes and where the relevant disclosures sit.
Under the ARN model, compensation is linked to products distributed through us, within the applicable regulatory framework.
Under the RIA model, fees are charged directly to the client in accordance with the applicable advisory framework.
The applicable model depends on the nature of engagement, expected investible wealth, and the regulatory route under which we work with you.
No. The table is a directional guide. Final structure and disclosures depend on the scope and nature of engagement.
The relevant details are available in the annexures on this page.
Need help understanding which arrangement may apply to you?
We will be happy to guide you through the relevant engagement structure and direct you to the appropriate disclosure.