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About & Counters Section

TRADEBOXCAPITAL
WEALTH MANAGEMENT

At Wealth Management Advisory, we are committed to delivering tailored financial solutions that empower our clients to secure and grow their wealth. With decades of combined experience, our team of experts provides holistic advice on investments, tax planning, retirement strategies, and estate planning. Our mission is to create lasting financial success for every client through transparency, integrity, and personalized service.

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Active Clients

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Assets Managed (Cr)

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Trusted Clients

TRADEBOX CAPITAL | Expertise

💼 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

Experience unmatched transparency and wealth protection.

Our Expertise

We combine human insight with cutting-edge AI to deliver measurable investment performance and strategic financial growth. Explore the pillars that make us different:

AI Market Intelligence

Leverage machine learning to spot opportunities before they emerge.

Global Asset Access

Diversify across regions and asset classes with expert guidance.

Risk-Adjusted Returns

Balance performance with protection through advanced risk modeling.

Personalized Advisory

Receive bespoke investment roadmaps aligned with your goals.

Data-Driven Strategy

Use predictive analytics to optimize portfolio rebalancing.

Ethical Investments

Invest with purpose in sustainable, impact-focused assets.

Real-Time Tracking

Access live portfolio metrics and instant market performance data.

Wealth Optimization

Maximize capital efficiency using algorithmic investment models.

Meet The Mentor - Smooth Version

Our Mentor

Mohan Kumar L

Founder & CEO – Tradebox Capital

Financial Advisor | Mutual Fund Distributor

Certified in NISM – VIII, NISM – Currency, NISM – VI-A

Over 10+ years of experience in Stock Market & Financial Advisory

CA S. Viswanathan

Tax & Financial Advisor

5 years of experience in Income Tax, GST, and company audits

Worked 2 years at a Big Four firm

Founder of his own firm in Vellore

Meet The Team - No Zoom

Our Team

Raja

Raja

Business Head

Karthikeyan

Karthikeyan

Team Leader

Vijay

Vijay

Head of Digital Marketing

Siva

Siva

Sales Manager

Lingeshwari

Lingeshwari

KYC Manager

Gokul

Gokul

Sr Relationship Manager

Jagan

Jagan

Sr Relationship Manager

Sankari Devi

Sankari Devi

Sr Relationship Manager

Sheik

Sheik

Content Creator

Sri Kumaran

Sri Kumaran

Editor

About Us Conclusion

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
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