Our global client base includes leading firms across the United States, UK, EU, Australia, and the Middle East. We operate from sales offices in Vienna (Austria), and Wilmington (USA) with our primary delivery center located in Gurugram, India’s National Capital Region. Over the years, we have supported multi-million-dollar global transactions, crafted market entry strategies, and optimized supply chain operations, underscoring our deep intellectual and analytical capabilities.
Our global client base includes leading firms across the United States, UK, EU, Australia, and the Middle East. We operate from sales offices in Vienna (Austria), and Wilmington (USA) with our primary delivery center located in Gurugram, India’s National Capital Region. Over the years, we have supported multi-million-dollar global transactions, crafted market entry strategies, and optimized supply chain operations, underscoring our deep intellectual and analytical capabilities.
To be the premier outsourcing partner for the financial services sector, celebrated for our innovation, commitment to excellence, and transformative impact. We envision a future where businesses can thrive by entrusting their operational needs to a partner who truly cares about their success.
At Three Box Solution, we don’t just solve problems – we create opportunities for growth, innovation, and excellence. Together, let’s shape the future of financial services.
The financial services industry operates in an ever-evolving landscape, with increasing complexities and growing demands. At Three Box Solution, we bridge the gap between operational challenges and business goals by offering innovative solutions that simplify processes and optimize outcomes.
We believe that every business deserves a partner who not only understands its vision but also has the expertise to bring it to life. Our team of highly skilled professionals works closely with clients to design and implement strategies that improve decision-making, enhance operational efficiency, and minimize costs.
We are not just a service provider; we are an extension of your team. Our unique approach includes:
1) Client – Centric Solutions: We take the time to understand your goals, challenges, and operations to craft solutions that perfectly align with your needs.
2) Scalable Resources: Our flexible staffing model ensures you have access to top-tier talent as and when required, without the burden of long-term commitments.
3) Unparalleled Security: Data integrity and confidentiality are at the heart of our operations, supported by SOC 2 and ISO 27001 – certified protocols.
4) Innovation-Driven Processes: Leveraging intelligent workflow automation, we enhance productivity, reduce manual errors, and accelerate turnaround times.
We take pride in our ability to deliver measurable results
Deal Execution Support
(CIO, US Based Private Equity)
“Partnering with Three Box Solution for deal execution has significantly enhanced our investment processes. Their meticulous attention to detail, seamless coordination, and expert management of complex transactions ensured that our deals were executed efficiently and within the expected timelines. The team consistently took a proactive approach, identifying potential challenges early and providing clear, actionable solutions. Their support has been invaluable in helping us navigate critical investment decisions and close deals with confidence.”
Financial Due Diligence
(CEO, US Based Venture Capital Firm)
“Working with Three Box Solution on our recent investment was a game changer. The team’s thorough due diligence gave us a clear and unbiased view of the target company’s financial health. They not only uncovered key insights, but also identified risks and opportunities that we hadn’t considered. Their support played a crucial role in helping us make an informed investment decision, and we couldn’t have navigated the process as smoothly without their expertise.”
Due Diligence & Risk Assessment
(Director, Australia Based Private Equity)
Deal Execution Support
(SVP, Saudi Based Public Investment Fund)
“The team at Three Box Solutions has consistently demonstrated exceptional effectiveness in their work. Their ability to quickly understand our needs and deliver tailored solutions has made a significant impact on our productivity. We couldn’t ask for a better partner!”
Fundraising
(Founder, Africa Based Firm)
Working with the team at Three Box Solution made all the difference in our investment-raising process. Their expertise in market research, financial analysis, and overall strategic guidance gave us the clarity and confidence we needed to approach investors. They helped us refine our pitch and present our business in the best possible light, which ultimately led to securing the funding we were looking for. We truly couldn’t have achieved our fundraising goals without their support.”
Rahul Chhabra, founder of Three Box Solution, brings 18+ years of expertise in financial outsourcing and investment banking. Rahul helped a Saudi-based Agri-focused public investment fund establish its GCC operations in India, providing critical talent solutions including EAs, HR specialists, Investment Analysts, Data Scientists, and BI Specialists. He has led large-scale projects for major institutions, specializing in revenue cycle management, logistics, procurement, and financial operations. Previously, he excelled as an investment banker with ING Vysya. Rahul is known for his strategic approach and client-focused mindset, Rahul drives cost-effective, high-quality outsourcing solutions, streamlining operations and exceeding client expectations.
Vishnu Shankar Dubey, Co-Founder and COO of Three Box Solution, brings over 9 years of expertise in private equity, venture capital, family offices, and financial consulting. As a former Vice President at TresVista, Vishnu worked extensively with private equity, venture capital, and investment banking clients across the deal cycle. He also has experience as a sell-side equity research analyst, consultant, and team leader in industry research. A proven leader in operational excellence, Vishnu specializes in streamlining processes, driving efficiency, and delivering tailored solutions for family offices and financial services. His strategic vision and hands-on leadership ensure seamless execution and long-term value for clients.
Ruchi Babbar, Head of New Client Acquisition and Project Implementation at Three Box Solution, excels in strategic client acquisition, tailored solutions, and seamless execution. With a client-first approach and expertise in managing complex projects, she drives value, secures high-impact accounts, and ensures operational excellence, fueling the company's growth and reputation. Ruchi’s leadership in implementation, along with her expertise in managing complex projects, makes her a cornerstone of the Three Box Solution team, continually driving client satisfaction and business success.
Arjun Mehta, Director of IT at Three Box Solution and IIT Delhi alumnus, is an expert in data security, IT implementation, and infrastructure management for top financial institutions. His expertise ensures robust cybersecurity and compliance, delivering resilient and scalable systems that meet the evolving needs of the financial sector. Arjun’s strategic leadership strengthens Three Box Solution’s position as a trusted partner in delivering secure, innovative IT solutions.
"Partnering with Three Box Solution for deal execution has significantly enhanced our investment processes. Their meticulous attention to detail, seamless coordination, and expert management of complex transactions ensured that our deals were executed efficiently and within the expected timelines. The team consistently took a proactive approach, identifying potential challenges early and providing clear, actionable solutions. Their support has been invaluable in helping us navigate critical investment decisions and close deals with confidence."
Deal Execution Support
(CIO, US Based Private Equity)
"Working with Three Box Solution on our recent investment was a game changer. The team’s thorough due diligence gave us a clear and unbiased view of the target company's financial health. They not only uncovered key insights, but also identified risks and opportunities that we hadn’t considered. Their support played a crucial role in helping us make an informed investment decision, and we couldn’t have navigated the process as smoothly without their expertise."
Financial Due Diligence
(CEO, US Based Venture Capital Firm)
"The due diligence support we received from the team was essential in evaluating the risks and rewards of our recent acquisition. They approached the process with thoroughness, providing detailed financial reviews and highlighting potential issues we hadn't considered. What really stood out was their ability to simplify complex data into clear, actionable insights, which helped us make better-informed decisions and minimize risks.
Due Diligence & Risk Assessment
(Director, Australia Based Private Equity)
"The team at Three Box Solutions has consistently demonstrated exceptional effectiveness in their work. Their ability to quickly understand our needs and deliver tailored solutions has made a significant impact on our productivity. We couldn't ask for a better partner!"
Deal Execution Support
(SVP, Saudi Based Public Investment Fund)
Working with the team at Three Box Solution made all the difference in our investment-raising process. Their expertise in market research, financial analysis, and overall strategic guidance gave us the clarity and confidence we needed to approach investors. They helped us refine our pitch and present our business in the best possible light, which ultimately led to securing the funding we were looking for. We truly couldn’t have achieved our fundraising goals without their support."
Fundraising
(Founder, Africa Based Investment Firm)
Unit No. 518 -19, B4, Spaze iTech Park, Sector 49, Gurgaon, Haryana, India - 122018
Rugierstrasse 12, Vienna- 1220, Austria
24A Trolley Square #1161 Wilmington, DE 19806-3334 United States
Rahul Chhabra, the visionary behind Three Box Solution, brings extensive expertise in the financial sector outsourcing business. With a career spanning over 18 years, Rahul has successfully led large-scale outsourcing projects for major financial institutions, honing his skills in areas like revenue cycle management, logistics, procurement, and financial operations.
Throughout his career, Rahul has built a reputation for delivering cost-effective, high-quality outsourcing solutions tailored to the complex needs of financial services clients. His strategic acumen and deep understanding of financial processes enable him to streamline operations, optimize resources, and enhance service quality for Three Box Solution’s clients. Under his guidance, the company has consistently exceeded client expectations, leveraging efficient project management and a commitment to operational excellence.
Known for his client-centric approach, Rahul emphasizes quality control and continuous improvement, ensuring the success of outsourcing projects from design through execution. His leadership and experience in managing teams, combined with a deep-rooted knowledge of financial services, make Rahul an invaluable asset to Three Box Solution and its clients worldwide.
Vishnu Shankar Dubey, Co-Founder and Chief Operating Officer at Three Box Solution, brings over 9+ years of operational and financial consulting expertise to the organization. With an impressive background in private equity, venture capital, and financial modeling, Vishnu is adept at optimizing operations and ensuring seamless project execution, especially in the financial services outsourcing sector.
Known for his operational excellence, Vishnu has a track record of enhancing strategic processes, overseeing due diligence, and managing high-impact investment projects. At Three Box Solution, he leads a dedicated team, driving efficiency and precision across multiple client engagements. His role as COO involves not only process improvement and team leadership but also cultivating a client-focused approach that aligns with Three Box Solution’s mission to deliver outstanding outsourcing solutions.
Vishnu’s analytical rigor, hands-on leadership, and commitment to operational quality make him an invaluable asset in guiding Three Box Solution’s day-to-day operations and fostering long-term success for the company and its clients.
Ruchi Babbar, the Head of New Client Acquisition and Projects Implementation at Three Box Solution, is a dynamic leader with an impressive background in strategic client acquisition, solution design, and project implementation. Ruchi is adept at creating tailored solutions that resonate with clients’ unique needs, driving both immediate and long-term value. Her deep understanding of market dynamics and commitment to operational excellence have been instrumental in securing high-value accounts and overseeing successful implementations for Three Box Solution.
With a proven track record in business transformation and client engagement, Ruchi leads with a client-first approach. She combines strong strategic planning capabilities with hands-on execution, ensuring each project is delivered with precision, efficiency, and a focus on exceeding client expectations. Her ability to seamlessly bridge the gap between client needs and operational readiness has established her as a key player in Three Box Solution’s growth and reputation for excellence in the financial services sector.
Ruchi’s leadership in implementation, along with her expertise in managing complex projects, makes her a cornerstone of the Three Box Solution team, continually driving client satisfaction and business success.
Arjun Mehta, Director of IT at Three Box Solution, is a seasoned IT leader and IIT Delhi alumnus with extensive expertise in data security, IT implementation, and infrastructure management for high-end financial services clients, including major investment banks. Arjun’s deep knowledge in cybersecurity and data protection ensures that Three Box Solution’s IT systems meet the stringent requirements of the financial sector, safeguarding sensitive information and maintaining compliance with industry regulations.
Arjun’s strategic approach to IT allows him to implement resilient, efficient, and high-performing systems that support Three Box Solution’s complex operations. Known for his expertise in digital transformation, Arjun continuously enhances the company’s IT infrastructure, ensuring it remains agile, secure, and capable of scaling with the needs of a fast-evolving financial services landscape.
With a focus on innovation and operational excellence, Arjun Mehta strengthens Three Box Solution’s role as a trusted partner to leading financial institutions, delivering secure, seamless, and reliable technology solutions.
Building and managing physical and virtual infrastructure for seamless operations. We create customized Global Capability Centers (GCC) and transfer ownership after the agreed period.
Managing the foundational physical and virtual structures needed for efficient business operations.
Combining different subsystems and components into a unified, functioning system to enhance operational efficiency.
Deploying and configuring technology solutions to meet organizational needs and improve performance.
Overseeing day-to-day operations to ensure that systems and processes run smoothly and efficiently.
Tracking and analyzing system performance to identify areas for improvement and ensure optimal functionality.
Providing education and resources to employees to enhance their skills and knowledge for better job performance.
Disseminating critical information and expertise across the organization to maintain continuity and drive growth.
Offering assistance and troubleshooting to ensure smooth and uninterrupted use of technology solutions.
This involves brainstorming and developing initial concepts, Minimum Viable Concept (MVC), and Minimum Viable Product (MVP) to test and validate new product ideas.
Designing seamless and intuitive experiences for customers to enhance their satisfaction and loyalty.
Assessing and updating existing applications to ensure they are efficient, cost-effective, and utilize modern technologies.
Building applications as a suite of small, independent services that can be deployed and scaled individually, enabling better integrations and agility.
Implementing a combined approach of development, security, and operations to ensure secure, reliable, and efficient infrastructure management.
Ensuring that products meet specified quality standards through systematic testing and review processes.
Maintaining and improving existing software applications to ensure their continued performance and relevance.
Designing, deploying, and managing cloud-based solutions to leverage scalability, flexibility, and cost savings.
Developing mobile applications and solutions that offer on-the-go accessibility and functionality.
Automating business processes using low code platforms to increase efficiency and reduce manual effort.
Data engineering involves building and maintaining infrastructures like databases and large-scale data processing systems, ensuring data is accessible and reliable.
Business intelligence services provide tools and methodologies to analyze business data, helping organizations make informed decisions and gain competitive advantages.
Environmental, Social, and Governance (ESG) analytics solutions assess and report on a company’s performance in these areas, supporting sustainability and ethical practices.
Customer analytics solutions analyze customer data to understand behaviors, preferences, and trends, enhancing customer satisfaction and personalization.
Marketing analytics solutions evaluate marketing efforts by analyzing data from campaigns, helping to optimize marketing strategies and improve ROI.
Operations analytics solutions focus on improving the efficiency and effectiveness of business operations through data analysis, enhancing productivity and reducing costs.
Predictive analytics solutions use statistical models and machine learning techniques to forecast future trends and behaviors, aiding in proactive decision-making.
Text analytics and Natural Language Processing (NLP) solutions process and analyze textual data, extracting meaningful insights for various applications like sentiment analysis and chatbots.
Data lake implementation solutions establish centralized repositories that store vast amounts of raw data in native formats, facilitating big data analytics.
Custom AI chatbot development solutions create intelligent virtual assistants that can interact with users, providing support and enhancing customer experiences.
Sentiment analysis involves analyzing text to determine the sentiment behind it, such as positive, negative, or neutral, often used to gauge public opinion or customer feedback.
Establishing a structured framework for all financial transactions of a business.
Recording financial activities between related companies and tracking all income and expenses.
Ensuring financial records match bank statements, credit card statements, and customer balances.
Determining and documenting fees for managing funds or portfolios.
Finalizing accounts and preparing financial statements at the end of each period.
Providing support and documentation during financial audits.
Generating management information system reports for decision-making.
Handling the creation and tracking of sales and purchase orders.
Compiling reports on outstanding receivables/payables and managing ledgers monthly.
Initiating and processing bank wire transfers.
Recording and managing expenses paid via credit cards.
Matching invoices with customer payments for accuracy.
Reporting on uncollectible debts and overdue accounts.
Involves research, handling legal and corporate matters for establishing funds.
Includes marking holdings to market, and managing accrued expenses, income, and corporate expenses.
Recording the gains or losses from investments.
Preparing periodic reports for dividends and distributions.
Handling custody, cash, and bank reconciliations.
Determining the fees and interest for fund management.
Creating Net Asset Value packages, waterfall calculations, and returns.
Drafting monthly, quarterly, and annual financial statements with footnotes.
Keeping updated records of investors.
Sending call and distribution notices followed by bank reconciliations.
Providing partner capital statements to relevant parties.
Sharing investor reports via email or an online portal.
Responding to investors’ questions.
Creating customized documents that highlight a company’s financial status and business strategy to attract investors.
Comprehensive analyses of specific sectors, covering trends, key players, and market dynamics.
Researching and analyzing companies for potential acquisition or partnership opportunities.
Developing detailed profiles of potential acquisition candidates, including financial and strategic information.
Engaging key intermediaries to facilitate transactions and promote the client’s strategic objectives.
Condensing detailed investment information into clear, concise summaries for potential investors.
1) Developing Customised Content for Financial Services/Corporate Training Companies
Crafting specialized content tailored for financial service providers and corporate training organizations.
2) Creating Case Studies
Producing detailed analyses of specific events or projects to showcase achievements and methodologies.
3) Presentation & Graphics Services
Designing professional presentations and visual graphics to communicate ideas effectively.
4) Formulating Content Marketing Strategies
Developing plans to use content for driving brand awareness and customer engagement.
5) Creating Content Thought Pieces
Writing insightful articles that reflect expertise and thought leadership in a particular field.
6) Creating PPMs
Preparing Private Placement Memorandums to provide information to potential investors in private companies.
7) Managing Social Media & Email Campaigns
Overseeing the execution of social media and email outreach to engage audiences and promote services.
8) Creating Periodic Investor Communications
Developing regular updates and reports to keep investors informed about a company’s performance.
Graphic Design Expertise on Marketing Materials Applying advanced graphic design skills to create compelling marketing collateral.
Recruiting executive-level professionals from around the world to join a company’s board of directors.
2) Maintaining Operating Models
Ensuring that financial models reflecting a company’s operations are up-to-date and accurate.
3) Periodic Portfolio Valuations (IRC 409A & ASC 820)
Regularly assessing the value of a company’s portfolio in accordance with specific valuation standards and regulations.
4) Trading & Transaction Comparable Analysis
Comparing similar companies’ trading metrics and recent transactions to evaluate a company’s market value.
5) Identifying Add-Ons & Potential Acquirers
Finding suitable companies for acquisition and identifying potential buyers for a company’s assets.
6) Preparing Board Materials & Market Insights
Creating reports and presentations for the board of directors that include market analysis and strategic insights.
7) Creating & Tracking Key Business Drivers
Developing and monitoring metrics that significantly impact a company’s performance.
8) Hypothesis Testing
Conducting experiments to validate assumptions and determine the effects of different variables on outcomes.
9) List Generation, CRM Cleansing & Management, Competitive Intelligence, and Social Media Management
Generating targeted contact lists, maintaining and optimizing customer relationship management systems, gathering competitor information, and managing social media presence.
Creating customized documents that highlight a company’s financial status and business strategy to attract investors.
Comprehensive analyses of specific sectors, covering trends, key players, and market dynamics.
Researching and analyzing companies for potential acquisition or partnership opportunities.
Developing detailed profiles of potential acquisition candidates, including financial and strategic information.
Engaging key intermediaries to facilitate transactions and promote the client’s strategic objectives.
Condensing detailed investment information into clear, concise summaries for potential investors.