Financial Investment Tips Blogs

Learn how to invest and grow your wealth with Cube.

Investment Knowledge: Which SIP Is Best For 50 Years?

Looking for the best SIPs for 50 years? Read this blog to find out! Get a list of top mutual fund SIPs for the long term and learn how you can start a SIP online.

October 26, 2021

Investment Knowledge: Which SIP Is Best For 3 Years?

Don’t know which SIP is best for 3 years? This blog can help you find out! Get a list of the best SIPs for 3 years and learn how you can start investing in them online.

October 22, 2021

All About Liquid Funds Taxation

Want to know how liquid funds are taxed in India? Read this blog to find out! Understand how short term and long term capital gains are calculated for liquid funds.

October 20, 2021

8 Stock Market Trading Pointers For Beginners In India

Looking for stock market trading pointers? This blog is packed with 8 important tips that can help you become a well-informed stock trader in India.

October 14, 2021

Why Are PVR And Inox Shares Surging?

Don’t know if you should buy PVR and INOX shares after the recent surge in their prices? Read this blog to find out the pros and cons of investing in PVR and INOX shares.

October 14, 2021

What Is The New Electricity Amendment Bill 2021?

What’s all the fuss around the new Electricity Amendment Bill Of 2021? Read this blog to find out! Get a step by step walkthrough of the highlights of the Electricity Amendment Bill 2021 to understand how it’ll affect you.

October 11, 2021

Freshworks IPO: Breaking Down The Hype & Numbers

Don’t know why the Freshworks IPO was so hyped? Read this blog to find out if Freshworks is a good company and get a piece by piece breakdown of Freshworks’ IPO valuation.

October 5, 2021

Why Power Stocks Are Going Up

Want to know why power stocks in India are going up? Read this blog to know more! Find out how power stocks are affected by factors like supply and demand and understand if you should buy power stocks for your portfolio.

October 4, 2021

The 5 Step Family Wealth Creation Plan

Looking to create wealth for your family but don’t know where to begin? This blog can help! Find out how to help your family achieve financial freedom.

September 24, 2021

8 Financial Tips For Young Adults

Confused about what to do financially in your 20s? Read this blog to get 8 pointers that can help you become a financially sound young adult.

September 7, 2021

How SIPs Can Make You Rich

Want to become rich in India but don’t know where to start? Read this blog to understand how SIP mutual funds can help you grow wealthy across time.

September 1, 2021

Top 5 Best Alternatives To Real Estate Investments

Looking for alternatives to real estate? Read this blog to find out all about alternatives to real estate available in India. Learn more about things like asset leasing, coworking spaces, and more.

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

Investment Knowledge: Which SIP Is Best For 50 Years?

Investment Knowledge: Which SIP Is Best For 3 Years?

All About Liquid Funds Taxation

8 Stock Market Trading Pointers For Beginners In India

Why Are PVR And Inox Shares Surging?

What Is The New Electricity Amendment Bill 2021?

Freshworks IPO: Breaking Down The Hype & Numbers

Why Power Stocks Are Going Up

The 5 Step Family Wealth Creation Plan

8 Financial Tips For Young Adults

How SIPs Can Make You Rich

Top 5 Best Alternatives To Real Estate Investments

Explore

Company

Quick Links

How can I help you today?

Financial Investment Tips Blogs

Investment Knowledge: Which SIP Is Best For 50 Years?

Investment Knowledge: Which SIP Is Best For 3 Years?

All About Liquid Funds Taxation

8 Stock Market Trading Pointers For Beginners In India

Why Are PVR And Inox Shares Surging?

What Is The New Electricity Amendment Bill 2021?

Freshworks IPO: Breaking Down The Hype & Numbers

Why Power Stocks Are Going Up

The 5 Step Family Wealth Creation Plan

8 Financial Tips For Young Adults

How SIPs Can Make You Rich

Top 5 Best Alternatives To Real Estate Investments

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?