Cube Wealth: Financial Planner

Our team of best investment and financial planners with years of proven track records can help amplify your wealth. By leveraging their market insights and more, you can manage your wealth, investments, and retirement planning and secure your financial future, all from a single, unified platform. Building and managing a perfect wealth portfolio with Cube Wealth becomes easy. You can invest in different areas, from mutual funds (SIP or Lumpsum) to digital gold and P2P lending to consumer loans, asset leasing, and more. Our financial planners will guide you through the journey, ensuring your diversified portfolio brings substantial returns even in the face of market volatility.
 
Begin your investment journey. Cube Wealth, your personal portfolio planner, is here!

This powerful application leverages our proprietary algorithm to assess the status of your personal finances, identify your risk level, and guide you on the best-suited investment strategies attuned to your present capabilities. The app helps you build a perfect wealth portfolio by calculating precisely how much you need to invest, and guiding you on where to invest in our curated list of diverse investment options. Cube Wealth's financial planning services can help your wealth to sustain market volatility while handling medical emergencies or numerous short-, medium-, and long-term needs easily.
Loved By Users Across 10 Countries and 100+ Cities!
Cube Wealth connects you with experienced investment and financial consultants who can give you sound suggestions on how to expand your wealth and secure your future. Their solutions and quality guide on risk management and others will help grow your wealth ten times more.

The app is trusted by founders and top management in startups, tech, marketing, advertising, e-commerce, finance, and consulting. Join millions of users who have used Cube in the past for bill payments, mutual funds investments, SIP, digital gold, asset leasing, and stocks.


Cube Wealth can help craft an ideal portfolio that aligns with your goals and risk tolerance. All you need to do is define your short-, medium-, and long-term financial objectives. Then, start gathering your funds together to invest wisely with Cube's diversified options.

Cube Wealth Is Your Financial Freedom App!

Know how Cube Wealth works:

1) You Answer A Few Questions

Our Perfect Portfolio Quiz makes it easy to get the correct information about your finances and goals.

2) We Find You the Best Investment Options

Our panel of investment and financial planners have proven track records and decades of experience helping clients like you. From mutual funds to stocks, gold, and alternative assets, you can get valuable guidance for your wealth management.

3) You Get a Financial Freedom Plan

Cube gives you a phase-by-phase plan on how to invest for financial freedom by bucketing your emergency, short-, medium, and long-term goals.

Top Reasons to Love Cube Wealth

#1 Investment Options for Your Risk Level

Diversify beyond mutual funds with digital gold, LiquiLoans, Faircent, Grip, and more!

#2 Quality Investment Options

Discover top mutual funds from reputed AMCs like Kotak, Nippon, SBI, and expert-curated Indian stocks and alternative investments.
#3 Expert Financial Guidance and Solid Support

Access Wealth Coaches via WhatsApp or phone for personalized guidance and join exclusive support groups.

#4 Safety, Security & Privacy

Enjoy three-factor security and AML checks for every investment, ensuring your money stays in your name. Partnered with trusted entities like Wealth First.

#5 Trusted Partners

Plug into India's leading systems and partners including Faircent, LiquiLoans, and Grip Invest.

#6 Unified Investment Platform

Track mutual funds, stocks, SIPs, digital gold, and alternative assets seamlessly with simplified portfolio tracking. No complicated graphs, just clear insights.