Author Bio

Satyen Kothari

Founder & CEO of Cube Wealth, Satyen is a Stanford Alum in computer science, HCI, and tech entrepreneurship. He spent 15 years in Silicon Valley learning his craft with Apple and Frog Design. He then embarked upon his own startup journey in the US & India. He is also the founder of Citrus Pay – India’s first digital payment gateway. A successful venture that sold for USD$130M in 2016. Now, Satyen is simplifying wealth creation for busy professionals with Cube Wealth, the Financial Freedom App with a smart Perfect Portfolio Planner feature.

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To get recommendations aligned with your goals, fill out your risk profile here.

For any questions, feel free to reach us at wealth@bankoncube.com

Go to CAMS Website, Click here
Fill out the form:

Statement Type: Choose "Detailed (Includes transaction listing)”
Period: Choose "Specific Period"
From Date: Enter "1 January 2000" (Do it this way for convenience)
Folio Listing: Choose "Without zero balance folios"
Email: Enter your email address linked to your folios
PAN: Enter your PAN number (optional)
Password: Create a password to protect your file (eg Cube@2025)
Confirm Password: Type the same password again

Click "Submit". Your CAS statement will be sent to your email
Return here, upload the CAS, and enter the chosen password to allow us to analyze it

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Author Bio

Satyen Kothari

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