MyFundbox Financial Services

Financial services Company in Shimla, Himachal Pradesh
Financial services Shimla, Himachal Pradesh Founded 2022
Employees
Less than 50
Founded
2022
City
Shimla
State
Himachal Pradesh

About MyFundbox Financial Services

MyFundbox Financial Services is a financial planning firm based in Shimla, Himachal Pradesh. Incorporated on December 7, 2022, it operates under Northoak Enterprises LLP and is an AMFI-registered Mutual Fund Distributor. The company aims to empower 10,000 families to achieve financial freedom by FY2025.

MyFundbox offers a range of services, including financial goal planning, investment planning, retirement planning, insurance planning, income tax planning, estate planning, loan advisory, and real estate investment guidance. The firm focuses on providing personalized service and building long-term relationships with clients, emphasizing trust, transparency, and client education. With a commitment to excellence, MyFundbox strives to be a trusted advisor in comprehensive financial management for individuals, families, and institutions.

Industries & Business Categories

Financial services

Business Specialities

comprehensive financial planning financial goal planning investment planning insurance planning retirement planning income tax planning estate planning loans loans other financial services financial planning emergency corpus consulting services goal-based investing financial technology tax planning b2c financial services transparency in finance pms

Locations

Primary
Primary
Khalini Road, Shimla, Himachal Pradesh, India, 171002, Shimla, Himachal Pradesh, 171002, India

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