Box Wealth Advisors
NRI fit
From 3 reviewsA green check means at least one verified reviewer has tagged it. We never check these by default.
Handles cross-border tax cases
DTAA, FBAR/FATCA, US/UK return interplay
Not yet evidenced by a reviewer.
Available across time zones
Picks up calls/emails outside IST business hours
Not yet evidenced by a reviewer.
Comfortable with remote onboarding
Video KYC, e-sign, document collection without an India visit
Not yet evidenced by a reviewer.
FEMA / RBI / repatriation
NRO-NRE, repatriation paperwork, 15CA/15CB
Not yet evidenced by a reviewer.
What reviewers consistently say
Aggregated from 3 verified reviews. Counts, not opinions.
Strengths
No clear pattern yet.
Watch-outs
No reviewer has flagged a recurring concern.
About this firm
Box Wealth Advisors specializes in creating personalized financial roadmaps, investment plans, and portfolio management to help clients grow their wealth. They have a keen understanding of international markets and offer tailored advice for Non-Resident Indians.
Questions answered publicly
No public questions answered yet. Be the first to ask — answers help the next NRI evaluating this firm.
Compare with the top 3 Wealth Manager / MFD in Delhi
See full leaderboard →All reviews (3)
Ashwathi Kartha
Returning NRI
Reliable and knowledgeable. Asset allocation. Pricing on the higher side but you get what you pay for.
Asset allocationGoal-based planning0 netJagannath Patro
Tech professional abroad
Have been with them for two years now. Goal-based planning. No upselling, no nonsense.
Goal-based planningAsset allocation0 netSulochana M.
Settled in Sydney
Good experience. They handled my Direct MF execution well, only minor nit is that follow-ups sometimes need a nudge.
Direct MF execution0 net
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