Chief Wealth Officer
CurrentLeading the investment research team to ensure long-term investment success of our client families.
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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).
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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.
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Leading the investment research team to ensure long-term investment success of our client families.
New Delhi, Delhi, India
I am heading the 20-family office for Super HNIs. Leading Investments, Taxation, Finance et al
Other employees you can reach at boxpfa.com. View company contacts for 3 employees →
Nikhil Jain
Colleague at Box Personal Financial AdvisorsDelhi, India
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AS
Ankit Sharma
Colleague at Box Personal Financial AdvisorsNew Delhi, Delhi, India
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MK
Megha Kotwal
Colleague at Box Personal Financial AdvisorsGreater Delhi Area, India
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Ritvik Gupta
Colleague at Box Personal Financial AdvisorsNoida, Uttar Pradesh, India
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PK
Pradeep Kumar
Colleague at Box Personal Financial AdvisorsDelhi, India
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AS
Ankit Sharma
Colleague at Box Personal Financial AdvisorsNoida, Uttar Pradesh, India
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SA
Salman Ali Khan
Colleague at Box Personal Financial AdvisorsDubai, United Arab Emirates
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Activities and Societies: Placements Head for the senior batch
Activities and Societies: Captain, School football team
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Arun Mandal, Cfa, Cfp, Mfc works for BOX Personal Financial Advisors.
Arun Mandal, Cfa, Cfp, Mfc is listed as Wealth Advisor to UHNI families & Institutions at BOX Personal Financial Advisors.
Arun Mandal, Cfa, Cfp, Mfc is based in Delhi, India while working with BOX Personal Financial Advisors.
Arun Mandal, Cfa, Cfp, Mfc has worked for Box Personal Financial Advisors, Pebble Silk, Client Associates, and Power Finance Corporation Ltd..
Arun Mandal, Cfa, Cfp, Mfc's colleagues at BOX Personal Financial Advisors include Nikhil Jain, Ankit Sharma, Megha Kotwal, Ritvik Gupta, and Pradeep Kumar.
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.
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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