Values- Clients First
As a fiduciary, we happily adhere to the highest standard of care – committed to putting your best interest first by providing unbiased advice, risk-appropriate investment solutions, and mitigating any potential conflict of interest, ultimately to delight our customers.
MintBox believes in remaining with you through out the life cyle of your investment , starting from wealth creation to wealth preservation & wealth distribution.
We believe, every individual is unique and so are their needs. In the above picture we have highlighted the unique process that helps us to understand our investor’s cash flow, balance sheet, investment as well risk perception and financial goals/aspirations, so that we can create the right solution through our customized multi asset, multi products and diversified portfolio to help them achieve their desired financial goals.
Data at fingertip (24×7) makes a lot of difference to our decision making when the world is so dynamic. We upgrade our systems on a regular basis for swift execution and smart reporting to provide you an all-inclusive picture of your portfolio.
We believe, conviction is the key trait to wealth creation (and) for that matter implementing any financial solution to achieve your goal. Bringing conviction to the table is not enough, aligning the same with customer’s thought process is our key task. Moreover, when upheavals cause conviction to waver, sharing knowledge and hand-holding reinstate it.
Being in the financial market for three decades has helped us see many volatile events leading to ups and downs and their consequences in wealth creation / management process. Our engagement programs are designed to share those timeless wisdom from our experience and also that of successful investors to stand by one’s belief. It is our endeavor to be with YOU all time, guiding you sail through an unpredictable market, so that you are never alone and lost.
