PortfolioReview

1

Mark your calendar

Choose a time that works for you to meet with our team online.

2

Real people giving feedback

While we use AI to help us with our research, we believe in the importance of human interaction when it comes to managing your investments. That's why we offer these meetings where you can talk to a real person.

3

Get a thorough report on your investments

After your meeting with one of our experts at Vestbox, you'll get a detailed breakdown of your portfolio. This will help you make decisions about what to do next.

Get your portfolios reviewed from experts for FREE!
Vestbox

Vestbox

Portfolio Review

Vestbox is your personalized wealth manager that helps you initiate and plan your investment journey with expertise from Industry veterans.

FAQs.

Frequently asked answered questions.

Investing can’t be passive, it is an active job where the impact of micro and macro economic factors has to be analysed on your portfolios. We understand that you can generate your alpha (extra-ordinary returns) in your domain and leave the stress of managing your investments to us. We are more than just an execution platform or another 'boring FinTech App', we are a community of like-minded folks who want to grow in this financial journey together.

We are not doing it for the first time. Our investment team comes with a rich experience of 40 years in managing public wealth. Apart from experience of managing public wealth, our quantitive approach helps us in designing the best-in-class portfolio as per your investment goals.

No, we believe that you should have entire control over your investments and hence we are just an intermediary who processes the transaction. The investment amount is sent to the Asset Management Companies real time through Indian Clearing Corporation. All the transactions are processed through Bombay Stock Exchange Star Mutual Fund platform.

We don’t charge any upfront or annual maintenance fees from our clients. We get a small advisory fees from the AMCs (Asset Management Companies) based on your investments with them.

VestBox took birth with an aim of providing HNI(high-net-worth individuals) like investment experience to non-HNIs. Everyone knows that the top 1% prefer not being conventional, so do we. Before starting VestBox, we did a survey to understand how people invest their money. We found that most people rely on their own research, friends' advice, or YouTube. When we looked deeper into the quality of these investments, we were shocked to see how much money people were actually losing. About 90% of people are not able to create the wealth, they aim or they deserve because of poor allocations. VestBox solves all these problems assuring you returns you deserve.

Unlike others, Vestbox is built with a mission to provide world class asset management to our users. We actively manage your portfolio on a daily basis and regularly connect with you to make sure your investments stay on the right track. This helps you grow your wealth faster, adapt quickly to market changes, and make smart decisions rather than Invest and Forget.