Unbox Money is a team of Ex-Bankers and Wealth management professionals that specialize in strategies to maximize your wealth and financial independence.
Unbox Money is instituted by Ex-Bankers and wealth management professionals. The firm was set up because we saw there was a real need for affordable & professional financial services firm.
We follow client-centric approach, where your needs are the only factors that influence our recommendations. We are privately owned. We do not have financial links to any bank or other financial institutions. We have a strict "client first" policy.
Our complete independence means we remain objective and construct financial plans (or financial strategies) according to client needs. We recommend strategies, not only products.
What we do.
We can help with all your financial needs, whether your situation is straight-forward or out of the ordinary.
Our Core Values
Protecting your financial interests is our utmost priority.
No custody — An independent custodian holds our clients' investments and creates an independent, insurmountable barrier between our firm and our clients' portfolios.
Risk Profiling — Before recommending any product. We do risk profiling to understand your risk tolerance level and advise only those products which best suits your risk profiling.
No proprietary products — Since we do not create or sell proprietary products, we are free to recommend only those that deliver the best long-term results for our clients.
Managing your financial affairs with a comprehensive approach
Extensive business experience — Our team members come to the firm from a variety of business backgrounds including public accounting, real estate management, capital formation, debt restructuring, and contract negotiation.
Multi-discipline — Our services extend beyond financial services to include income tax and philanthropic planning and estate work.
Serving you with a long-standing team of professionals with rich business backgrounds
Coordinating with your other professionals — Accountants, Estate Lawyers, Tax Professionals, Insurance Agents and other professionals necessary to coordinate the best service and advice for our clients.
Long-time, stable team — Our team has worked together for almost 12 years.
Diverse business background — Our associates include Ex-Bankers, wealth management professionals and have experience in wealth management, real estate management, bank relations, and stocks & F&O trading strategies.