About The Capital Box
The Capital Box is a Financial Services company based in Gurugram (India) founded in 2016. It provides financial advice on tax solutions, risk management, and retirement planning services. It operates on a B2C and B2B model. The Capital Box offers products and services including Tax Solutions, Risk Management, and Retirement Solutions. Its focus areas include FinTech, Investment Tech, Financial Advisory and Tax Solutions. Its competitors include Artham Finserve, UTI Pension Fund and Axis Pension Fund.
Company details
The Capital Box is a financial advisory firm based in Gurugram, India, specializing in tax solutions, risk management, and retirement planning. They deliver personalized consultations and tailored strategies to help individuals, families, and small businesses achieve financial goals through expert advice. With experienced advisors, they focus on long-term relationships and monitoring of financial strategies, ensuring clients can enjoy life without worries.
- Headquarters Gurugram, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website thecapitalbox.com
- Social LinkedIn X Facebook Instagram
Products & Services of The Capital Box
The Capital Box offers a comprehensive portfolio of products and services, including Tax Solutions, Risk Management, and Retirement Solutions.
Offers advice on tax planning and optimization for individuals.
Provides consultations for assessing and managing financial risks.
Assists in planning and managing retirement funds effectively.
Competitors of The Capital Box
The Capital Box has 3 listed competitors in our database. They include Artham Finserve, UTI Pension Fund and Axis Pension Fund.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| arthamfinserve.com | 2002 | Surat, India | Offers wealth management, investment advisory, insurance, and mutual fund services. | |||
| utipension.com | 2008 | Mumbai, India | Provides comprehensive retirement planning services. | |||
| axispensionfund.com | 2022 | Mumbai, India | Manages pension funds through National Pension System for individuals and corporates. |
Detailed competitors of The Capital Box
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as The Capital Box (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | USD 71.52 M | 2,690 | ||
Technology-led financial products and infrastructure services are provided for consumers. | 2021 | Mumbai, Maharashtra, India | USD 145.66 M | USD 1.98 M | 376 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about The Capital Box
Complete news archive for The Capital Box
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about The Capital Box
The Capital Box was founded in 2016.
The Capital Box is headquartered in Gurugram, India. It is registered at Gurugram, Haryana, India.
The Capital Box is a financial advisory firm based in Gurugram, India, specializing in tax solutions, risk management, and retirement planning. They deliver personalized consultations and tailored strategies to help individuals, families, and small businesses achieve financial goals through expert advice. With experienced advisors, they focus on long-term relationships and monitoring of financial strategies, ensuring clients can enjoy life without worries.
The Capital Box's top competitors include Artham Finserve, UTI Pension Fund and Axis Pension Fund.
The Capital Box offers Tax Solutions, Risk Management, and Retirement Solutions.