Arun Mandal, Cfa, Cfp, Mfc
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Arun Mandal, Cfa, Cfp, Mfc Email & Phone Number

Wealth Advisor to UHNI families & Institutions at BOX Personal Financial Advisors
Location: Delhi, India 4 work roles 3 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Role
Wealth Advisor to UHNI families & Institutions
Location
Delhi, India
Company size

Who is Arun Mandal, Cfa, Cfp, Mfc? Overview

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Quick answer

Arun Mandal, Cfa, Cfp, Mfc is listed as Wealth Advisor to UHNI families & Institutions at BOX Personal Financial Advisors, a with 3 employees, based in Delhi, India. AeroLeads shows a matched LinkedIn profile for Arun Mandal, Cfa, Cfp, Mfc.

Arun Mandal, Cfa, Cfp, Mfc previously worked as Chief Wealth Officer at Box Personal Financial Advisors and Head Family Office at Pebble Silk. Arun Mandal, Cfa, Cfp, Mfc holds Master'S In Finance And Control (Mfc), Investments And Securities from Department Of Financial Studies - University Of Delhi (Erstwhile Mfc).

Company email context

Email format at BOX Personal Financial Advisors

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BOX Personal Financial Advisors

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Profile bio

About Arun Mandal, Cfa, Cfp, Mfc

As the Managing Partner for AM Investment Advisors & Associates, India's 2nd largest boutique RIA (Registered Investment Advisor) firm, I am working closely with wealthy families and institutions.My first love continues to be investments, wealth and portfolio analysis.

Current workplace

Arun Mandal, Cfa, Cfp, Mfc's current company

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BOX Personal Financial Advisors
Box Personal Financial Advisors
Wealth Advisor to UHNI families & Institutions
noida, uttar pradesh, india
Website
Employees
3
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4 roles

Arun Mandal, Cfa, Cfp, Mfc work experience

A career timeline built from the work history available for this profile.

Chief Wealth Officer

Current

Leading the investment research team to ensure long-term investment success of our client families.

Apr 2012 - Present

Head Family Office

Current

New Delhi, Delhi, India

I am heading the 20-family office for Super HNIs. Leading Investments, Taxation, Finance et al

Apr 2012 - Present

Wealth Management Associate

Gurugram, Haryana, India

Jun 2009 - Apr 2012
Team & coworkers

Colleagues at BOX Personal Financial Advisors

Other employees you can reach at boxpfa.com. View company contacts for 3 employees →

3 education records

Arun Mandal, Cfa, Cfp, Mfc education

FAQ

Frequently asked questions about Arun Mandal, Cfa, Cfp, Mfc

Quick answers generated from the profile data available on this page.

What company does Arun Mandal, Cfa, Cfp, Mfc work for?

Arun Mandal, Cfa, Cfp, Mfc works for BOX Personal Financial Advisors.

What is Arun Mandal, Cfa, Cfp, Mfc's role at BOX Personal Financial Advisors?

Arun Mandal, Cfa, Cfp, Mfc is listed as Wealth Advisor to UHNI families & Institutions at BOX Personal Financial Advisors.

Where is Arun Mandal, Cfa, Cfp, Mfc based?

Arun Mandal, Cfa, Cfp, Mfc is based in Delhi, India while working with BOX Personal Financial Advisors.

What companies has Arun Mandal, Cfa, Cfp, Mfc worked for?

Arun Mandal, Cfa, Cfp, Mfc has worked for Box Personal Financial Advisors, Pebble Silk, Client Associates, and Power Finance Corporation Ltd..

Who are Arun Mandal, Cfa, Cfp, Mfc's colleagues at BOX Personal Financial Advisors?

Arun Mandal, Cfa, Cfp, Mfc's colleagues at BOX Personal Financial Advisors include Nikhil Jain, Ankit Sharma, Megha Kotwal, Ritvik Gupta, and Pradeep Kumar.

How can I contact Arun Mandal, Cfa, Cfp, Mfc?

You can use AeroLeads to view verified contact signals for Arun Mandal, Cfa, Cfp, Mfc at BOX Personal Financial Advisors, including work email, phone, and LinkedIn data when available.

What schools did Arun Mandal, Cfa, Cfp, Mfc attend?

Arun Mandal, Cfa, Cfp, Mfc holds Master'S In Finance And Control (Mfc), Investments And Securities from Department Of Financial Studies - University Of Delhi (Erstwhile Mfc).

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