About Us
MyFundbox- We understand you better
At MyFundbox, we believe in the core values of “Lifetime Relationships” and “Complete transparency”
WHY FINANCIAL PLAN?
“If You Fail to Plan, You are Planning to Fail”.
{ ⁓ Benjamin Franklin }
Protect
Protect your assets & the loved ones through our comprehensive risk management solutions & safeguard your financial future
Plan
Develop with us a Comprehensive Personal Financial Plan, tailor-made for your unique circumstances, priorities & financial goals
invest
Invest in the financial instruments recommended in your customized financial plan to achieve your financial goals, diversify your portfolio, beat inflation & create wealth for your family’s future
Our Services
What We Offer
We provide you a Comprehensive Financial Plan including but not limited to Financial Goal Planning, Investment Planning, Retirement Planning, Insurance Planning, Income Tax Planning, Estate Planning, Loans, Real Estate investment options
Analysis of current Situation
A one-to-one meeting with you where we discuss & analyze your current financial situation & help you finalize your financial goals
Includes creation of cash flow statements & net worth statements to get an overall view of your unique situation
Risk & Investment Profiling
Assessment of your current risk & investment profile through a scientifically designed questionnaire.
Our recommendations are not random & are based on your responses, which help us create a personalized plan aligned to your risk tolerances & investment experiences
Assessment & Analysis
Careful assessment & analysis of the data provided by you (kept completely confidential) to create a customized plan for you.
We closely work with you to ensure that your financial plan is comprehensive, realistic & aligned with your long-term objectives and do rigorous due diligence to arrive at our final recommendations
Financial Plan- Design & delivery
Basis the discussions & the data gathered, we deliver to you a tailored comprehensive plan that includes recommendations for investments, insurance, retirement & your other unique financial goals
We give you an entire walkthrough of your financial plan in another one-to-one meeting that includes a detailed explanation of our recommendations, any potential risks, and the expected outcomes of implementing the plan
Plan Execution & Review
We put your financial plan into action. We will work with you to implement the recommendations outlined in your customized plan & adjust them as needed to ensure that you are on track to meet your financial goals.
Plus, you’ll have access to our ongoing support & expertise to help you stay on track towards your financial goals through periodic reviews & revisions
Users Trusted Experience
At MyFundbox, we prioritize building long-lasting relationships with our clients based on trust and transparency.
We believe that our client-centric approach, combined with our commitment to excellence, is what sets us apart from other financial planning firms. With us, you can be confident that you are receiving trusted advice and a positive experience every step of the way.
“We understand you better”- Understanding your unique situation & requirements & recommending best suited products for your needs is our utmost priority.
Bring A New Experience To Your Financial World
Your finances organised, simplified, and multiplied by our unique tested solutions.
Customer Risk & Investment Profiler
Fill our scientifically designed profiler today by clicking on the Submit Detail button below to help us assess your current risk and investment profile & we will get back to you