Contact Info
10, Deendayal Bhawan, 2nd Floor, Ashok Nagar, Janpath, Bhubaneswar – 751009 Phone: + 91 97777 54317
11 Yashodham Complex, Film city Road, Goregaon East, Mumbai, 400063 Mobile: +91 98200 45085
We are on Mobile “Manage Your investment One The Go“
OUR APPROACH Strong character shapes a successful life; we believe the same is true to successful investor
OUR PROCESS Simplicity makes things happen, Achieving your goal is our success
WHY MINT BOX As a fiduciary, what is appropriate & Suitable for you is right for us
COMPANY PROFILE Creating Team & Process to delight our customers, Enduring relationship since last 25 years
RISK ASSESSMENT Understanding Risk Tolerance, Risk Required and Risk Capacity makes all the difference
FINANCIAL FACT FINDER Data that provides us insight to structure a suitable financial plan
FINANCIAL HEALTH CHECK Income-Expenses, Cash Flow, Asset-Liabilities & needs-aspiration
SAVING & INVESTMENT Let's simulate what will be your wealth under different Investment mix and Time frame
SCHEME DETAILS A Synopsis of investment details containing portfolio, NAV & historical data etc.
SIP SIMULATION This allows you to make equal investments at regular intervals
SWP SIMULATION where you withdraw fixed amount periodically from the scheme
STP SIMULATION This entails transferring an amount from one scheme to another at regular intervals
GENERAL FINANCIAL PLANNING Guiding our clients to achieve their unique goals
RETIREMENT PLANNING Financial Nirvana leading to Peace Of Mind
LIFESTYLE & CASHFLOW Preparing cash flow that sustains your lifestyle
RISK & INSURANCE Process that ensure seamless wealth creation
EDUCATION PLANNING A step towards shaping the future of your Gennext
INVESTMENT & MANAGEMENT Wealth Creation through diversified & Multi-Asset portfolio.
MUTUAL FUND TRANSACTION Simple, User friendly Execution and smart Reporting
ON BOARDING OPTIONS Select Fee or Commission based way, choice is yours
OUR BLOG Insights and Wisdom that Keeps Us Unwavering
VIDEO Collections of Visuals to Enrich Our Understanding
CONCEPT Financial Concepts that Gives Us Clarity to Adopt
QUOTE That Keeps Us Motivated Through Crest and Trough
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