About Us

Our Story & Purpose

Empowering Financial Inclusion, One Investment at a Time.

At ZoeyBox, we’re redefining financial services in India by putting personalized support at the center of everything we do. As a digital-first platform, we combine smart technology with human expertise to help individuals and businesses manage and grow their wealth with confidence.

We’re not just a financial platform — we’re your partners in long-term financial success.

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Our Mission 🎯

To make wealth creation simpler and more personal by combining cutting-edge technology with one-on-one financial guidance. We empower independent financial advisors with tools that help them connect better with clients, especially across Tier 2 and Tier 3 cities.

Mission Illustration

Our Vision ✨

To be India’s most trusted digital platform that blends technology and personalized service — driving long-term financial success and ensuring that every household has access to expert financial advice.

Vision Illustration

Our Core Values

Trust & Transparency

We believe trust is built through open communication and honest financial practices.

Innovation First

We use technology to simplify finance, without losing the human touch that makes it meaningful.

Client Empowerment

Through personalized insights and tailored strategies, we help clients make confident financial decisions.

Meet Our Amazing Team

Vikram - Founder

Vikram Tewari (Founder)

Vikram is the visionary driving ZoeyBox forward, bringing over a decade of experience in the financial sector. His mission is to make expert financial advice more personal and accessible, empowering independent financial advisors and promoting financial inclusion across India.

Ready to Grow Your Financial Future?

At ZoeyBox, we believe that real financial growth happens when technology meets personalized support.

Our comprehensive suite of products — Mutual Funds, Tax & Retirement Planning, Business Loans, and Startup Funding — is designed to help every client find the right solution for their unique goals.

With the mutual fund industry projected to reach USD 1.5 trillion in the next few years, ZoeyBox is ready to lead this transformation by combining smart tech, expert advice, and personalized care.

Partnering with India’s top financial institutions to empower millions of households.

Get Started Today
About ZoeyBox

Explore a full range of financial services, including mutual funds, PMS/AIF, startup funding, health and general insurance, business and retail loans, corporate finance, and life insurance. Our expert solutions help you manage wealth, protect assets, and achieve both personal and business financial goals.