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What do we have to offer?

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Comprehensive Financial Planning 
One-stop solution to all your financial Problems with detailed analysis of the given situation
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Financial Planning for NRI
Consultation on NRI investment options when you are away from your country, can always present an outlook and safeguard your hard-earned money.
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Financial Coaching for Corporates
When resources are available but the financial education is missing especially in Corporates or Startup workgroups.
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Second Opinion on Finance
The second opinion is one-time financial advice to help you resolve financial queries pertaining to pre-existing investments made
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Our Pride
To be able to understand, protect and grow our client’s dreams, goals, and finance.

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Why Choose Us?

As your financial planners

We at Equity Money Box, Keep You and Your goals as our priority. Not only the fulfillment of Your goals is our responsibility, but we also make sure that this entire journey of making wealth becomes a safe & happy journey for you.

We have evolved ourselves as an eminent financial planning firm that is trusted for their professional competence, relied on for their unbiased & quality advisory.

Equity Money Box specializes in offering A holistic approach to Personal Financial Planning & Financial advisory services for our clients, in India & worldwide. EMB has clients in places like Mumbai, Chennai, Bangalore ( Bengaluru ), Ahmedabad, Pune, Hyderabad, Delhi, Dubai, and more. EMBhas experience in handling NRI clients too around the world.

Hand Holding

Throughout your life events

Our team will always hold your hand when it is about your financial ups or downs. We make sure that your personal finance journey is never stressful.
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Our
Solutions
are best

We Will Help You To Invest & protect you from any financial losses

Online Trading In Share Market

On any situation and anytime

Domestic & Global Health Insurance

On any situation and anytime

Wealth Protection Insurance

On any situation and anytime

Mutual Funds 

On any situation and anytime

Who
We Are?

Investors generally expect higher returns from riskier investments.
When a low risk investment is made, the return is also generally low. Similarly,
high risk comes with high returns.

Services Offered

Comprehensive Financial Plan

Contingency Planning.
Risk management.
Taxation. Health Insurance
2 Reviews in a year.
Dedicated Personal Financial Planner.
Update on New Investment avenues.
Wealth management.
Mutual fund advice.
Trading Advice

Second Opinion on Finance

30 minutes one-time session.
Review of the current portfolio.
Solution on future investments.
Addressing any query regarding taxation, insurance, Trading, loans, or property.

Financial Planning for NRI

Contingency Planning.
Risk management.
Taxation.
PROPERTY MANAGEMENT
Wealth generation
Legal services
2 Reviews in a year.
Dedicated Personal Financial Planner.
Update on New Investment avenues.
Wealth management.
Mutual fund & Trading advice.

15+

Years of experience

900+

Customers

100%

Customer Satisfaction

100%

Claim Assistance 
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What we can do
More in different cases

Our Advisors visions
College Savings
Insurable risk is predictable
 
Wealth Management
Better proper functioning
 
Stocks Management
Obtain highest profit
 
Insurance
To protect from uncertainties
Investment Advice
Aim all economic
Industrial Contracts
New and inventive way
 
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In finance, the benefit from an investment is called a return.
The return may consist of a gain (or loss) realized from the

sale of a property or an investment, unrealized capital

appreciation, or investment income.

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