Financial Investment Tips Blogs

Learn how to invest and grow your wealth with Cube.

7 Investment Options For Self Employed Individuals

Investment and wealth creation are important for self-employed individuals for many reasons. Most importantly, it is a means to generate passive income and plan for short-term as well as long-term goals. This blog explores 7 of the recommended investment options for self-employed individuals.

January 28, 2021

7 Different Income Streams For Investors In India

Read this blog to know more about the 7 most popular income streams for investors: Salary Income; Interest Income; Dividend Income; Capital Gains Income; Rental Income; Profit Income; Royalty Income. Find out how Cube Wealth makes it easier to invest in passive income-generating options.

January 27, 2021

What Is A 10 Year Constant Duration Gilt Fund?

Read this blog to know everything about 10-year constant-duration Gilt funds. Find out how a 10-year constant duration Gilt fund works, why they exist and if you should invest in them.

January 25, 2021

What Are Gilt Mutual Funds?

Never heard of GILT Mutual Funds? This blog covers all you need to know about Gilt mutual funds. We will answer important questions like how does a Gilt fund work, who should invest in Gilt funds and more.

January 22, 2021

Equity Funds Vs Debt Funds: What Are The Differences?

Equity funds versus debt funds, which one is better? This blog covers how these mutual funds work, their benefits and the 5 key differences between equity funds and debt funds.

January 21, 2021

What Are Equity Mutual Funds?

Equity mutual funds are great alternatives to stock investments. This blog will help you understand equity mutual funds, how they work, and how you can invest in the best equity mutual funds using Cube Wealth.

January 20, 2021

Simplifying Mutual Fund Investment Jargon

Mutual Fund investments can be daunting for the uninitiated. There are a number of abbreviations and jargon that can discourage potential investors from investing in mutual funds. In this blog, we try to simplify commonly used investment jargon that is often used when discussing mutual funds.

January 20, 2021

Stock Market In India: Basics and FAQs

This blog simplifies stock market jargon. Phrases that are generally intimidating and often used by dishonest bank RMs to confuse you. Get a clear understanding of financial jargon and also learn how Cube Wealth can simplify your investment journey.

January 19, 2021

What Is Commodity Trading in India: Basics and FAQs

This blog will answer the FAQs on commodity trading in India. Find out if commodity markets are better or worse than stock markets. Learn about the alternatives to commodity trading in India.

January 18, 2021

Sovereign Gold Bond (SGB) Investment FAQs

Sovereign Gold Bond investments are easy to decode if there is a clear and simple way to understand their key aspects. In this blog, we simplify Sovereign Gold Bonds by briefly answering a few of the common and most frequently asked questions about SGBs.

January 16, 2021

What Are Commodity Mutual Funds?

In this story, we will explore commodity funds to understand how they work, what they invest in, the benefits and risks, and who should invest in commodity funds. Towards the end of the blog, we’ll tell you about alternatives to commodity funds available on the Cube Wealth app.

January 15, 2021

Overnight Funds Vs Liquid Funds: What Is Better?

Overnight funds and liquid funds are used as short term pitstops to either park surplus cash or in a Systematic Transfer Plan (STP). Read this blog to know the differences between overnight funds and liquid funds.

Grow your money without wasting time

on stock picking, poring over excel sheets, financial news, analyzing market trends, tracking the Sensex, researching company fundamentals, comparing mutual funds, reading financial reports, trying to predict the future & losing your sanity!

Start investing right away

We’ll email your personalised mutual fund review in a few days—our experts, who have 40+ years of experience, go beyond quick algorithms to deliver deep, customised insights.

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

Got your CAS?

How can I help you today?

I'm here to assist you with investment advice, financial planning, and wealth management questions.

💼 Investment Basics

Help me understand different types of mutual funds

📊 Retirement Planning

Calculate my retirement corpus needs

💰 Tax Planning

What are tax-saving investment options?

📈 Investment Strategy

Compare SIP vs lumpsum investment

Financial Investment Tips Blogs

7 Investment Options For Self Employed Individuals

7 Different Income Streams For Investors In India

What Is A 10 Year Constant Duration Gilt Fund?

What Are Gilt Mutual Funds?

Equity Funds Vs Debt Funds: What Are The Differences?

What Are Equity Mutual Funds?

Simplifying Mutual Fund Investment Jargon

Stock Market In India: Basics and FAQs

What Is Commodity Trading in India: Basics and FAQs

Sovereign Gold Bond (SGB) Investment FAQs

What Are Commodity Mutual Funds?

Overnight Funds Vs Liquid Funds: What Is Better?

Explore

Company

Quick Links

How can I help you today?

Financial Investment Tips Blogs

7 Investment Options For Self Employed Individuals

7 Different Income Streams For Investors In India

What Is A 10 Year Constant Duration Gilt Fund?

What Are Gilt Mutual Funds?

Equity Funds Vs Debt Funds: What Are The Differences?

What Are Equity Mutual Funds?

Simplifying Mutual Fund Investment Jargon

Stock Market In India: Basics and FAQs

What Is Commodity Trading in India: Basics and FAQs

Sovereign Gold Bond (SGB) Investment FAQs

What Are Commodity Mutual Funds?

Overnight Funds Vs Liquid Funds: What Is Better?

Enter Details For Your Wealth Coach

Explore

Company

Quick Links

Unlock Your Portfolio's Potential!

Upload your mutual fund statement for tailored recommendations and a comprehensive portfolio review.

Upload Your Consolidated Account Statement from CAMS

How to Download Your Consolidated Account Statement (CAS)

How can I help you today?