BOX Wealth Advisors

Name: BOX Wealth Advisors
Availability: InStock
Author: Excel Net Solutions Pvt. Ltd.

Excel Net Solutions Pvt. Ltd.

Everyone

50+

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About this app

BOX Wealth Advisors is Portfolio Tracking Application for Investors of BOX Wealth Advisors.

Our clients can login here and track their investments.

The app offers an at-a-glance view of your investments, with daily updates based on market fluctuations. It also shows information about your SIPs, STPs, and other investment details. Additionally, you can download comprehensive portfolio reports in PDF format.

Simple financial calculators are provided to view the power of compounding over time.

Suggestions and feedback may please be sent to ankit@boxpfa.com

Updated on

May 7, 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.

This app may share these data types with third parties

Location, Personal info and 5 others

This app may collect these data types

Personal info, Financial info and 4 others

Data is encrypted in transit

You can request that data be deleted

What’s new

- Mandatory Risk Profiling
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues

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App support

Support email

response@boxwealth.in

About the developer

EXCEL NET SOLUTIONS PRIVATE LIMITED

sumit@investwellonline.com

10th Floor, 1001, JMD Megapolis, Sohna Road, Sector 48, Gurugram, Haryana 122018 India

+91 83682 67066