What We Do — Our Services
Comprehensive planning solutions tailored to your financial success.
Financial Planning
Smart, personalized financial blueprints for your life goals.
Investment Planning
Strategic investments that grow your wealth consistently.
Tax Planning
Efficient tax-saving strategies to maximize your returns.
Retirement Planning
Plan today to secure a stress-free retirement tomorrow.
INVESTMENT PLANNING
Trust in the guidance of Tradebox Capital’s seasoned professionals committed to navigating the complexities of the financial landscape on your behalf.
Goal-Based Plans
Plan for education, home, and retirement with tailored asset mixes.
Risk Profiling
We calibrate your portfolio to your comfort level using data-driven risk scores.
Tax Optimization
Harvest losses, select tax-efficient funds, and time withdrawals smartly.
Periodic Rebalancing
Disciplined, rules-based rebalancing to keep you aligned with your targets.
Transparent Reporting
Clean dashboards with allocation drift and goal progress at a glance.
Dedicated Advisor
Talk to a real human who understands your story and keeps you on track.
Contact Us — Financial Services
Select a service from the dropdown below and tell us about your requirement.