Independent advice gives you more than you may think.

We help you to keep perspective: Uncertainty is a constant, and downturns happen frequently. But market setbacks have typically been followed by recoveries.

We help you to stay disciplined: Trying to time the market has proven challenging and could cost you.

We plan for a variety of markets: An investing approach built with your goals and situation in mind may help you cope with short-term volatility.

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By incorporating wealth-management best practices, Financial advisors can virtually transform the financial life of the investor over the long term. Some statistics in recent years are that:

A study by Vanguard – Vanguard Advisor’s Alpha outlines how advisors can add value by providing relationship-oriented services. Here are the results of its findings:

  • Portfolio construction and asset allocation: 0.45-1.20 %
  • Wealth management (rebalancing and risk management): 0.35-1.05 %
  • Behavioural coaching: 1.50 %
  • As per Vanguard’s estimate, the total value of advice comes to around 3%.

A study conducted in Canada by CIRANO (a network of researchers) on the value of long-term financial advice has revealed that investors who engaged with a financial advisor for 4 to 6 years reported 58% increase in wealth over and above unadvised investors, while those who had been advised for 7 to 14 years saw a 99% increase in their personal wealth. Investors who engaged with a financial advisor for more than 15 years experienced wealth rises to the tune of 173%.

We have rich experience in wealth management

and, we got licensed and certified because being independent is very important to us.

AMFI registered

Association of mutual funds in India, registered ARN holder.

Licence from IRDA

Licence from IRDA (Insurance regulatory and development authority of India)

Registered MFD BSE StAR

Registered MFD BSE StAR Mutual Fund, exchange platform for transactions in Mutual Funds.

Certified Independent Financial Advisor

All the financial advisors at Unbox Money are NiSM certified and registered with association of mutual funds in India and have signed up to it's Code of conduct for the intermediaries.

All NiSM Certified Intermediaries engaged in marketing and selling of Mutual Fund schemes are mandatory to be registered with AMFI after passing NiSM certification test and obtained ARN (Association of mutual funds in India registration no) and employees would be issued EUIN card.

We are one of only a select group of Financial Planning practices that are truly independent.

Unbox Money always put client interest first and give unbiased advise. Our product basket consist of more than 2000 funds.

Importance Of A Financial Advisor

why you need expert financial advisor and personal financial coach

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Well-Rounded Experience

Our collaborative team offers the depth and breadth you need to navigate life's decisions. For many of our clients, we operate as their personal CFO, simplifying their lives by providing clarity and answers to the myriad of financial decisions they face every day.

Comprehensive Analysis

Efficient financial planning requires a close look at more than just account values and years to retirement. Our team assesses your insurance coverage, cash flow, investment strategy, real estate portfolio, and more. We review each area within the context of your current situation and long-term goals.

Objective Advice

As an independent firm, we do not have a vested interest in specific products or services that can bias our judgment or recommendations. And since our compensation is completely independent of insurance or investment decisions you may make, we can be completely neutral in our analysis of your situation.

Personalized Service

We are a boutique firm and we thrive on building long-term relationships with our clients. Our process is an opportunity for us to get to know our clients exceptionally well. Annuity Strategic prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.

Valuable Tools

Most financial advisors offer clients tools to help manage their future. But few offer both proprietary tools AND personal coaching to help you use them. We help you understand how to use the tools effectively and efficiently to meet your specific needs.

What our clients say about us:

Unbox Money took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. Their strategies & advice have been clearly articulated & have placed my wife & I at ease.

Testimonial Author 1
Manjinder SinghBusiness Owner

They listened to what I want to achieve for a secure retirement & have guided me towards an investment plan which is balanced for growth & security.

Testimonial Author 2
Rajnikant UpadhyaLawyer

Unbox Money advisors have a formidable background in financial planning. They complement each other in providing first class financial advice. Their honesty, integrity & sincere interest in securing a financial future for their clients makes them a standout group.

Testimonial Author 3
Menika SharmaProfessional Accountant

I have been highly impressed with their recent retirement plan & start to enjoy some of the fruits of our working life. Financial Advisors of Unbox Money were able to provide me with the impetus to take the next step which could have been delayed without quality financial advice.

Testimonial Author 4
Rajinder KumarSelf Funded Retiree