Unbox Money is a team of Ex-Bankers and financial professionals that specialize in strategies to maximize your wealth and financial independence.
Unbox Money is instituted by Ex-Banker J.K.Sharma. The firm was set up because he saw there was a real need for affordable & professional financial services firm.
Unbox Money follows a client-centric approach, where your needs are the only factors that influence our suggestions. We are privately owned. We have a strict "client first" policy.
We remain objective and provide financial solutions (or financial strategies) according to client needs. We recommend strategies, not only products.
We don't only sell products. We handhold our clients throughout the investment cycle.
This means, smooth investment experience for our clients
Our clients are the most important stakeholders to us and are not just a means to an end.
What we do.
We can help with all your financial needs, whether your situation is straight-forward or out of the ordinary.
Simply, we work with each client to develop, implement and maintain a relevant and comprehensive financial strategy, assisting clients to grow their wealth, meet lifestyle objectives and protect against risks.
- We can help you achieve your goals, no matter how big or small they may be
- We can assist you to become financially secure
- We can help you make smart decisions with your money
Our Core Values
We have three core values which form the basis for everything we do
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 Assessment — Before suggesting any product. We do a risk assessment to understand your risk tolerance level and present only those products that best suit your risk tolerance level.
No proprietary products — Since we do not create or sell proprietary products, we are free to suggest 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.