The Capital Box

Gurugram, India Founded: 2016 • Age: 10 yrs
Provides financial advice on tax solutions, risk management, and retirement planning services.
Request Access

About The Capital Box

The Capital Box is a company based in Gurugram (India) founded in 2016. It operates as a B2C, and B2B. The Capital Box offers products and services including Tax Solutions, Risk Management, and Retirement Solutions. The Capital Box operates in a competitive market with competitors including MetLife, CPP Investments, Artham Finserve, IVCM and UTI Pension Fund, among others.

  • Headquarter Gurugram, India
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Banking & Financial Institutions
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
Upgrade to premium

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.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • 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

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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

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.

Funding Insights of The Capital Box

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by The Capital Box

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - The Capital Box

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

The Capital Box Comparisons

Employees
+
Add Comparison
Available on Premium

Competitors of The Capital Box

The Capital Box operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MetLife, CPP Investments, Artham Finserve, IVCM and UTI Pension Fund, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Internet-based life, health, auto, home, and pet insurance is offered.
domain founded_year HQ Location
Pension fund assets are managed for sustainable long-term growth.
domain founded_year HQ Location
Offers wealth management, investment advisory, insurance, and mutual fund services.
domain founded_year HQ Location
Offers retirement funds and pension transfers across multiple jurisdictions.
domain founded_year HQ Location
Provides comprehensive retirement planning services.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on The Capital Box

Frequently Asked Questions about The Capital Box

When was The Capital Box founded?

The Capital Box was founded in 2016.

Where is The Capital Box located?

The Capital Box is headquartered in Gurugram, India. It is registered at Gurugram, Haryana, India.

What does The Capital Box do?

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.

Who are the top competitors of The Capital Box?

The Capital Box's top competitors include MetLife, CPP Investments and Artham Finserve.

What products or services does The Capital Box offer?

The Capital Box offers Tax Solutions, Risk Management, and Retirement Solutions.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available