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Let’s Shape up Your Aspirations into Reality

“Equity Money Box” Service – A Snapshot

The EMB service is designed to help the Client realize their Aspirations. It is created to not only fulfil your financial goals including retirement corpus but to go much beyond this. We help you identify what brings that sparkle in your eye – in other words your “Aspirations”. We will work with you to put a holistic plan together based on your unique situation. In a nutshell, Equity Money Box Team is purely dedicated to help you realize your aspirations and live a fulfilled life!

What does Equity Money Box Cover?

The Equity Money Box model comprises of below listed services:

Financial Plan

Financial Freedom Unveiled!
We will help you realize Aspirations by aligning your personal finances.
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Investment Advisory

ROI on Investments
Maximized
We will build and grow a personalized investment plan that integrates all important asset classes.
 
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Liquidity Management

Liquidity At Your Fingertips!
Let us build your liquidity plan so that you are always on.

 
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Income Tax Services

Income Tax Optimized!
We plan for taxes with estimates and advance tax payment calculations.
 
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Estate Planning

Efficient Estate Planning!
We prepare the Estate Plan as per your requirements and assist in executing it too.

 
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Kickstart with a roadmap to realize your Aspirations Now!

How Equity Money Box Service Works?

At Equity Money Box, People, Process & Platform are Seamlessly Integrated To Deliver To Our Client's Aspirations with Complete Satisfaction & Customer Experience Placed On Top Priority.

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Understanding client Investments and Financial Planning Requirement by expert Wealth Advisors

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Presenting the Financial Plan and Investments Plan To the client

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Asset Allocation for client according to the risk profiling as recommended by Equity Money Box Research Team

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Periodic meeting with Wealth Adviser for Portfolio Review & Performance

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Online access for clients providing consolidated view of all investments Strategic and Tactical Asset Allocation, CAGR Values, Investments Holding

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Record of meetings and interactions with our client to ensure continuity.

“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.”

- Alexa Von Tobel

Why Choose EMB To Fulfil Your Aspirations ?

Establishing a long-lasting and symbiotic relationship with clients is our primary goal. We bring innovation, expertise and technology together to meet unique business challenges.

Research Driven

Dynamic Investment Advisor

SEBI Registered

Financial Advisor

Regulatory Compliance

100% legal &  Regulatory Complaince

Transparency & Efficiency 

100% Transparent Free 

Based Model

Data Security

End to End Security

If you're looking for guidance from an adviser on how to successfully invest in the current environment, click 'Let’s Meet' (virtually for now, of course) to schedule a confidential and complimentary call.