Cube's Expert Advisors

 
Proven Track Records + Over 25 Years Of Experience


 Proven Track Records + Over 25 Years Of Experience

Cube’s Mutual Fund Advisory Partner:

Wealth First

Cube has an exclusive tie up with this boutique Investment Advisory firm that was Founded in 2001. WF offers “Wealth Management Solutions” to High Networth Individuals, Family Offices, Corporates and Institutions. 

Why We Like Them

Cube’s mutual fund advisor does all of the hard work & research to shortlist a small set of the top performing funds from the 1,600+ available based on the following attributes:

  • How well the fund has done in the last 1, 3 and 5 years
  • The risk the fund manager has taken
  • Stability of  returns
  • Size of fund
  • Fund manager’s tenure

Cube has then grouped these by the risk level you choose to take on. There are also a couple of international funds in addition.

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Cube’s Alternative Assets Partners:

Liquiloans, Consumer Loans via Merchants

Prime Retail Lending is offered via Liquiloans and was founded by the highly credible and experienced ex-co founders of Rentomojo. Liquiloans is amongst the few lending platforms to receive the Certificate of Registration (CoR) as an NBFC-P2P from the Reserve Bank of India (RBI).

Why We Like Them

  • Allows investors to mitigate risk by spreading amounts over multiple borrowers
  • Require borrowers to undergo stringent verification based on various data point
  • Proprietary algorithm to determine suitability of borrowers
  • Liquiloans earns only when the investor earns
  • The borrower agreement is a legally binding document
  • They have a collection process that impacts the borrowers CIBIL
  • Most of the loans have a defined end use through tie-ups with service providers
  • In case of default, the service provider reserves the right to cancel the services

Liquiloans doesn’t charge any upfront/ exit/ transaction fee to the lender. The entire fee of Liquiloans is earned only after the lender earns his / her hurdle rate as defined in the lender’s agreement.

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Faircent

Cube has partnered with Faircent, an RBI licensed P2P NBFC (Non Banking Financial Company). Faircent brings together investors like you and pre-vetted borrowers who want to apply for a loan.

Why We Like Them

  • Each and every borrower is vetted before they are listed 
  • Faircent physically checks each borrower’s office and residential addresses
  • Each borrower’s income statements, payment capabilities, past performance is verified in order to understand their ability, stability and intent
  • Each borrower is evaluated on more than 120 criteria across 400 data points (This includes Financial, Professional, Social and educational background, loan records, etc. to cherry pick only the most eligible borrowers for Lender’s perusal)

All information about each borrower is shared on the borrower listing page so that an informed decision can be taken by Lenders if you wish to view it.

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Cube’s PMS Partners:

Marcellus

Cube also has an exclusive partnership with “Investment Advisory” firm Marcellus. Their experienced investment team conducts quantitative frameworks following a combination of forensic accounting and capital allocation assessment to filter their recommendations. They provide Cube a curated selection of companies aimed at long-term compounding.

Why We Like Them:

  • Analytical filtering-approach to stock selection
  • Seasoned personnel headed by industry leaders.
  • Long track records of efficient capital allocation.
  • Continued outperformance of benchmarks (including Sensex.)
  • Emphasis on long-term compounding for superior returns

Such factors enable their experienced investment team to consistently identify a portfolio of companies with deep competitive moats and provide superior returns.

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Cube’s Stock Advisory Partner:

Purnartha

Cube has an exclusive partnership with equity research & investment advisory firm, Purnartha. They have over INR 5800 crore under advisory for over 6000 Indian investors globally. Over 10 years, their annualised returns have been over 43.6%. They also advise our own senior management – we’ve literally put our money where our mouth is.

Why We Like Them:

  • Stellar track record in the market
  • Significantly higher-than market returns
  • Seasoned executive team with industry veterans
  • Expansive client-base
  • Ever-increasing assets under advisory
  • Focus on long-term investing philosophies

Purnartha, like Cube, builds wealth over the long term and picks only those equities that deliver consistent growth. In other words, the recommendations are infrequent, and are not time sensitive.

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