MintBox Advisory

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About us

Our Approach

Strong character shapes a successful life; we believe the same is true to successful investor

Our Process

Simplicity makes things happen, achieving your goal is our success

Why Mintbox

As a fiduciary, what is appropriate & Suitable for you is right for us

Mintbox Profile

Enduring Relationship, Creating a team & process to delight our customers
Financial Tools

Risk Assessment

Understanding Risk Tolerance, Risk Required and Risk Capacity makes all the difference

FINANCIAL FACT FINDER

Data that provides us insight to structure a suitable financial plan

Financial Health Check

Income-Expenses, Cash Flow, Asset-Liabilities & Needs-Aspiration

SAVING & INVESTMENT

Let's simulate what will be your wealth under different Investment mix and Time frame

SCHEME DETAILS

A Synopsis of investment details containing portfolio, NAV & historical data etc.

SIP SIMULATION

Where you make equal investments at regular intervals

SWP SIMULATION

Where you withdraw fixed amount periodically from the scheme

STP SIMULATION

Where you transfer a fixed amount from one scheme to another at regular intervals
Services

GENERAL FINANCIAL PLANNING

Guiding our clients to achieve their unique goals

RETIREMENT PLANNING

Financial Nirvana leading to Peace Of Mind

LIFESTYLE & CASHFLOW

Preparing cash flow that sustains your lifestyle

Wealth Creation

Process that ensures seamless wealth creation

RISK & INSURANCE PLANNING

Managing risk that protects investments & investor

EDUCATION PLANNING

A step towards shaping the future of your Gennext

INVESTMENT PLANNING & MANAGEMENT

Wealth Creation through Multi-Asset & Diversified portfolio.

Financial Freedom

Financial freedom to pursue your passion
Insights

OUR BLOG

Insights and Wisdom that Keeps Us Unwavering

Videos

Collections of Visuals to Enrich Our Understanding

Concept

Financial Concepts that Give Us Clarity to Adopt

Quote

That Keeps Us Motivated Through Crest and Trough
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Empowering Your Investment Journey

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Bringing Insight into Action

Contact Info

10, Deendayal Bhawan, 2nd Floor,
Ashok Nagar, Janpath,
Bhubaneswar – 751009
Phone: + 91 97777 54317

11 Yashodham Complex,
Film city Road, Goregaon
East, Mumbai, 400063
Mobile: +91 98200 45085

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We are on Mobile
“Manage Your investment One The Go“

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Membership Details

Investor Charter
Self Onboarding
Schedule A Meeting
Portfolio Login- IA
Compliance & Complaint Status
Service Hub

SEBI Registration Details
Registration No. INA300015641
Type of Registration: Non-Individual
Investment Advisor
Validity: Perpetual

IAASB Membership ID – 1132

AMFI Registration Details
Registration No. ARN 104207

Exchange Membership Details
BSE Star MF Membership: 13189
NSE NMF Membership: MFS104207

APRN Registration Details:
Registration No. APRN02877

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Disclosures & Policies

Compliance & Complaint Status

Scheme Offer Documents

Contact Details

Registered Office:
10, Deendayal Bhawan 2nd Floor, Ashok Nagar Janpath, Bhubaneswar – 751009,
Phone: + 91 97777 54317
Email: info@mintboxadvisory.com

Mumbai Office:
11 Yashodham Complex,
Film city Road, Goregaon East,
Mumbai, 400063
Mobile: +91 98200 45085
Email: info@mintboxadvisory.com

SEBI Eastern Regional Office (ERO):
The Securities and Exchange Board of India (SEBI).
L&T Chambers, 3rd Floor, 16 Camac Street,
Kolkata -700017, West Bengal

We are on Mobile
Manage Your investment On The Go

Principal officer details:
Arun Kumar Sahoo
Contact No. + 91 9861054317
Email ID: arun@mintboxadvisory.com

Compliance officer details:
Sarika A Sahoo
Contact No. + 91 94370 54317
Email ID: sarika@mintboxadvisory.com

Grivance officer details:
Arun Kumar Sahoo
Contact No. + 91 9861054317
Email ID: arun@mintboxadvisory.com

Disclaimer :

Mutual fund investments or Investment in securities market are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs. Mintbox Advisory LLP makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services.

Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

Terms and conditions of the website are applicable.

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Our Approach

Our Process

Why Mintbox

Mintbox Profile

Risk Assessment

FINANCIAL FACT FINDER

Financial Health Check

SAVING & INVESTMENT

SCHEME DETAILS

SIP SIMULATION

SWP SIMULATION

STP SIMULATION

GENERAL FINANCIAL PLANNING

RETIREMENT PLANNING

LIFESTYLE & CASHFLOW

Wealth Creation

RISK & INSURANCE PLANNING

EDUCATION PLANNING

INVESTMENT PLANNING & MANAGEMENT

Financial Freedom

OUR BLOG

Videos

Concept

Quote

CLIENT LOGIN

Navigator Pro