About Us
MyFundbox Financial Services
At MyFundbox, we believe in the core values of “Lifetime Relationships” and “Complete Transparency”
Headquartered in “Queen of the Hills”, Shimla, Himachal Pradesh, MyFundbox Financial Services (A Unit of Northoak Enterprises LLP, an AMFI-registered Mutual Fund Distributor) was incorporated on 7th December 2022. We provide Comprehensive Financial Planning Services through an exhaustive step-by-step approach, including but not limited to, Retirement Planning, Investment Planning, Insurance Planning, Income Tax Planning, Estate Planning, Loans, Real Estate etc. .
Our Mission
Mission Statement
Our mission is to empower our clients with sound financial advice and strategies to help them achieve their financial goals. We are committed to providing personalized service and building long-term relationships based on trust and transparency. We strive to educate and empower our clients to make informed financial decisions and achieve financial freedom.
Mission – Empowering 10,000 Families to attain Financial Freedom by FY2025.
Our Vision
Vision Statement
Our
vision is to be a leading financial planning firm known for our commitment to
excellence and our unwavering dedication to our clients’ success. We aspire to
be a trusted advisor to our clients, providing comprehensive financial planning
services that are tailored to their unique needs and goals. We aim to make a
positive impact on the lives of our clients by helping them achieve financial
freedom and peace of mind.
Our Founder cum CEO
Hailing from the picturesque landscapes of Himachal Pradesh, Anuj Paul’s journey is defined by a lifelong passion for personal finance.
After earning his B. Tech degree from VNIT Nagpur in 2009 and gaining valuable insights during 5 years in the Manufacturing Sector, Anuj furthered his knowledge by pursuing an MBA in Finance & Banking in 2016. His professional trajectory encompassed a diverse range of experiences in the BFSI Sector, including the significant achievement of managing portfolios valued at approximately ₹500 Crores in his role as Regional Head – Sales at ICICI Bank.
Notably, during his tenure as Chief Manager at ICICI Bank, Anuj Paul identified a pressing need for improved financial education among the general salaried population. This revelation sparked his unwavering commitment to making a meaningful difference. Anuj is dedicated to assisting clients through holistic planning and innovative financial strategies.
Beyond his professional pursuits, Anuj takes pleasure in exploring the latest in technology and cherishing moments spent with family and close friends.
