TradeBoxCapital Wealth Management
TradeBoxCapital Wealth Management Advisory delivers personalized investment strategies, portfolio management, retirement planning, and long-term wealth creation solutions built on trust and expertise.
Years of Experience
Active Clients
Assets Managed (Cr)
Projects Completed
Trusted Clients
💼 Portfolio Intelligence
Smart diversification strategies for steady wealth growth.
📊 Predictive Analytics
AI-driven insights to forecast market trends with precision.
🌱 Sustainable Finance
Invest responsibly in ESG-aligned, future-ready opportunities.
🔒 Secure Growth
Unmatched transparency with capital protection strategies.
Our Expertise
We blend human insight with advanced analytics to deliver consistent, risk-adjusted investment performance and long-term wealth growth.
AI Market Intelligence
Identify emerging opportunities using machine learning models.
Global Asset Access
Diversify across global markets and asset classes confidently.
Risk-Adjusted Returns
Optimize returns while managing downside risk effectively.
Personalized Advisory
Custom investment strategies aligned with individual goals.
Data-Driven Strategy
Use analytics to rebalance and optimize portfolios.
Ethical Investments
Focus on ESG-compliant and impact-driven opportunities.
Real-Time Tracking
Monitor portfolios with live performance insights.
Wealth Optimization
Improve capital efficiency using smart investment models.
Meet Our Mentors
Mohan Kumar L
Founder & CEO – TradeBox Capital
Financial Advisor | Mutual Fund Distributor
NISM VIII | NISM Currency | NISM VI-A
10+ Years Experience
Passionate about guiding investors with disciplined strategies, risk management, and long-term wealth creation.
CA S. Viswanathan
Tax & Financial Advisor
Income Tax & GST Expert
Big Four Experience
Founder – Vellore Firm
Specializes in taxation, compliance, and financial structuring for individuals and businesses.
K. Arunkumar
Market Coach & Options Strategist
20+ Years Market Experience
Equity | Derivatives | Commodities
Known for practical market coaching, options strategies, and trader psychology mastery.
Let’s Build the Future Together
At TRADEBOXCAPITAL, we’re driven by passion, innovation, and a commitment to excellence. Join us on our journey to create meaningful solutions and make an impact worldwide.
📞 Get in Touch