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Arun Sahoo | MintBox Advisory LLP | BhubaneswarArun Sahoo | MintBox Advisory LLP | Bhubaneswar

Arun Sahoo

MintBox Advisory LLP•Bhubaneswar,OR
10, Deendayal Bhawan, 2nd Floor, Janpath, Bhubaneswar,
Bhubaneswar, OR, 751009
10, Deendayal Bhawan, 2nd Floor, Janpath, Bhubaneswar, Bhubaneswar, OR, 751009
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About

Designated Partner & Principal Officer | MintBox Advisory LLP Being an investment advisor by profession and a long-term partner in my clients’ financial journeys by philosophy. As Designated Partner & Principal Officer at MintBox Advisory LLP, a SEBI Registered Investment Adviser (RIA) & AMFI Registered Mutual Fund Distributor (MFD) I work with individuals, families, and businesses to bring structure, clarity, and discipline to their financial lives through comprehensive wealth management & goal-based financial planning. With over 25 years of experience in personal finance, my journey began in core capital markets through stock broking and evolved into Portfolio Management Services and holistic wealth management. This diverse exposure enables me to view investing not as products, but as an integrated process aligned with life goals, risk capacity, and behavioural discipline. My philosophy is simple and uncompromising: Client First, Always Wealth, after all, is a journey not a trade

Practice at a glance

25
Years of Experience
1350
Families Served
₹290
Crores Managed

Practice Details

Min Monthly Investment:₹20,000 & more
Min Lumpsum Investment:₹2,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Professionals (CAs, Lawyers), Armed Forces
Language Spoken:Hindi, Gujarati, Odia, English

Qualification Completed

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN 104207

SEBI Registered Investment Adviser

INA300015641

APMI Registered PMS Distributor

APRN02877

SIF Distributor (AMFI)

ARN 104207

Education

Formal Education

BCom – Bachelor of Commerce, MBA – Master of Business Administration

Industry Education

NISM X-B – Investment Adviser Level 2, NISM X-A – Investment Adviser Level 1, NISM XVII: Retirement Advisor Certification

Can help you to

Plan Complete Finances
Children’s Goals
Invest for Goals
Plan Retirement
Build Wealth
Financial Freedom

Can help you buy / invest in

Global Investing
Mutual Funds
Stocks & Equity
Home Loans
Loan Against Securities
PMS
SIF
AIF
Gift City

Complimentary Services

Get any of the free services to experience working with Arun Sahoo.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Mutual Fund Portfolio Review
Stocks Portfolio Review
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop