Cube Wealth - Wealth management platform

Oversee your finances, assets, investments, and retirement planning through a comprehensive platform. Our distinctive app features enable you to create, track, and manage an ideal wealth portfolio encompassing mutual funds (either SIP or Lumpsum), digital gold, peer-to-peer lending, consumer loans, and asset leasing!

Appreciated by users in over 10 countries and more than 100 cities!

Cube Wealth serves as your personal finance advisor, offering solutions to alleviate the stress associated with managing wealth. The platform is designed for individuals seeking straightforward and comprehensible professional assistance during investment choices.

We link you with financial advisors who will keep you informed about real-time changes in the wealth market. They will provide accurate insights regarding the best mutual funds for investment, suitable equity options for your portfolio, and additional insights. With their expert guidance on holistic financial planning and investment strategies, you can reach your objectives without worry.

Endorsed by founders and executives from various sectors including startups, technology, marketing, advertising, e-commerce, finance, and consulting, Cube Wealth can aid you in securing your future.

Engage with Cube Wealth to grow your wealth and ensure your financial security. Connect with experienced professionals via our platform to receive timely information on prudent investments in mutual funds, SIPs, digital gold, and alternative assets.

Cube Wealth Is Your Gateway to Financial Independence!

From crafting investment plans to managing risks and beyond, Cube Wealth acts as your reliable personal wealth management assistant and financial planner.

This is how it operates:

1) You Respond to a Few Questions

Our Perfect Portfolio Quiz simplifies the process of obtaining relevant information about your financial situation and objectives.

2) We Identify the Best Investment Opportunities

Whether it involves mutual funds, stocks, gold, or other alternative assets, we recommend options with assistance from seasoned financial planners boasting extensive experience.

3) You Receive a Financial Freedom Strategy

Cube provides you with a systematic plan for investment aimed at achieving financial freedom by organizing your emergency, short-, medium-, and long-term goals.

Key Reasons to Appreciate Cube Wealth

#1 Tailored Investment Options Based on Your Risk Tolerance

Cube Wealth enables you to accumulate long-term wealth beyond mere mutual funds, including options like digital gold and alternative investments through platforms like LiquiLoans and Faircent, as well as asset opportunities from Grip, among others!

#2 High-Quality Investment Choices

The app delivers insights on top-performing mutual funds from reputable AMCs such as Kotak, Nippon, SBI, Axis, ICICI, HDFC, and Canara. These selections are carefully curated by our skilled financial planners, who also offer guidance on Indian stocks and other specially chosen investment alternatives.

#3 Professional Financial Support and Reliable Assistance

It’s essential to be inquisitive when it comes to money matters. Our Wealth Coaches are available to assist you through various communication channels, ensuring you comprehend all aspects of investing and wealth management. By upgrading to Cube Prime, you gain access to exceptional expert financial planners and personalized support groups.

Create your ideal investment portfolio. We guarantee that managing your wealth has never been this effortless!

#4 Assurance of Safety, Security & Privacy

The Cube Wealth investment application incorporates a three-tier security system and carries out anti-money-laundering checks for each investment made on your behalf, ensuring your funds remain securely registered in your name!

How To Get Started On The Path Of Wealth Creation By Expert Satyen Kothari

Wealth creation can be one of the most fulfilling and rewarding undertakings in a person's life. While it holds the promise of providing a more comfortable day-to-day experience, substantial net worth holding can not only reduce stress and anxiety but also free you from worry about putting food on the table or being able to pay your bills.

We have often heard people growing wealthy from certain 'black swan' events such as a lottery win, or a start-up venture getting sold for millions, as easy at it seems, for most people, the path to wealth creation will likely be paved with consistent, arduous efforts towards managing their spending habits and saving patterns.

"When a baby flamingo is born it looks a lot like its parents except for one little detail; it is black and white instead of the glorious pink we associate with the species. It’s not quite a flamingo yet but, it’s on the path to becoming one. Our journey of wealth creation is a little like this metamorphosis and we all need a little guidance from time to time," says financial entrepreneur and investor, Satyen Kothari who is also the founder & CEO, Cube Wealth,  an investment-focused app for professionals. He speaks to GoodHomes on the importance of wealth creation and how to get started. Baby steps are what he suggests. "If you’re grappling with personal finance, you’re probably seeking some simple, honest and actionable advice," he says. The kind of advice you can trust and bank on. If you’re planning to buy a house or have set big financial goals for yourself, then quality advice and planning matter even more. "That’s why I’m here sharing my humble opinion on how you can get started on the path of wealth creation. We’ll focus on three simple things that matter most," he gets started...

Find A Stellar Financial Advisor 

"If you’re serious about growing your wealth then you must get high-quality advice from proven experts," suggests Kothari. While they are available plenty in the market, one must be wary of choosing the right one, we recommend word of mouth or a reference contact from close family and friends. "This shouldn’t be a conniving bank salesman driven by targets but, an expert financial advisor who profits when you profit," he warns. You can consult a Cube Wealth Coach for free and get initial guidance based on your risk appetite, financial goals and time horizons. In a world full of DIY investment apps, many people make the mistake of picking their own funds and stocks. While you can do your own research it will probably require sacrificing your weekends or family time. And even then, you can’t be sure about your choices. This is why it’s best to leave this part to a financial advisor who does this for a living. "After all, if creating wealth robs you of your leisure time it’s not giving you the freedom or joy that wealth should," he says And we agree!

Plan For Short Term Expenses

Just like any important decision, planning is crucial, especially for the foreseeable future of your life suggests Kothari. "You will always have expenses like your home down payment, EMIs, college fee etc that you can foresee in the next 3 to 5 years. Always plan for these well in advance. To begin, save up a fixed amount of money regularly for these goals. Use popular finance apps which are readily available on your cellular devices to plan for such short term expenses. You can also set up a SIP with the specific goal of meeting these expenses by investing in funds handpicked by experts," he says. This not only ensures you’re investing in high-quality funds but also gives you peace of mind. You’ll be amazed at how small regular savings and investing in quality assets can grow your wealth substantially. A good wealth coach can even help you plan your investments so expenses like your home EMIs are easily covered. 

Focus On Long Term Growth

"As an aspiring homeowner, the third and perhaps the most important thing to do is to focus on long term wealth creation," proposes Kothari. It is tempting to invest in high-risk, high-return assets when you have decent savings and your regular expenses are covered. However, one must never ignore the power of compounding over the long-term when it comes to wealth creation. Buying equity both in the form of mutual funds and stocks is key here. While we must have heard this advice from our close friends and family quite often, there's rational reasoning that Kothari provides you with, "If you have a sizable amount of money sitting in your savings account and a steady stream of money coming in each month - make it work for you. Try investing in equity under advisory and leverage the experience of advisors who have proven track records of beating the market. What you add to your individual portfolio, of course, is something a wealth coach should help you assess. This way you are not just investing with the intent to grow wealth but also setting time horizons for when you need to use this money," he says. I’m sure that by acting on these three key details you will be able to chart a slow but steady path towards wealth. "Like all good things, true wealth creation takes time, patience and consistency..." he concludes.