US-Advisory

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

Our Advisor

Rick Holbrook has over 40 years of experience managing over $130 million for US HNIs and their families, winning several awards along the way. Rick is based in the Bay Area. He has recommendations for both stocks and ETFs, both US and Global.

Inside The Cube App

Watch Rick Speak at our Wealth Webinar

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!