Arun Mandal, CFA, CFP, MFC

Chief Wealth Officer at BOX Personal Financial Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Delhi, India, IN

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Credentials

  • Chartered Financial Analyst® (CFA) Charterholder
    CFA Institute
    Feb, 2022
    - Nov, 2024
  • Registered Investment Advisor
    SEBI
    May, 2016
    - Nov, 2024
  • CFP Certification - Global Excellence in Financial Planning
    Financial Planning Standards Board Ltd.
    Feb, 2012
    - Nov, 2024
  • Investment Advisor X-A
    National Institute of Securities Markets (NISM)
    Mar, 2021
    - Nov, 2024
  • Investment Advisor X-B
    National Institute of Securities Markets (NISM)
    Mar, 2021
    - Nov, 2024

Experience

  • BOX Personal Financial Advisors
    • India
    • Financial Services
    • 1 - 100 Employee
    • Chief Wealth Officer
      • Apr 2012 - Present

      Leading the investment research team to ensure long-term investment success of our client families. Leading the investment research team to ensure long-term investment success of our client families.

  • Pebble Silk
    • India
    • Investment Management
    • 1 - 100 Employee
    • Head Family Office
      • Apr 2012 - Present

      I am heading the 20-family office for Super HNIs. Leading Investments, Taxation, Finance et al I am heading the 20-family office for Super HNIs. Leading Investments, Taxation, Finance et al

  • Client Associates
    • India
    • Financial Services
    • 100 - 200 Employee
    • Wealth Management Associate
      • Jun 2009 - Apr 2012

  • Power Finance Corporation Ltd.
    • India
    • Financial Services
    • 400 - 500 Employee
    • Junior Accountant
      • Jun 2006 - May 2007

Education

  • Department of Financial Studies - University of Delhi (erstwhile MFC)
    Master's in Finance and Control (MFC), Investments and Securities
    2007 - 2009
  • Delhi University
    Bachelor of Commerce - BCom (H)
    2000 - 2003
  • The Mother's International School

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