%20(1).png)
Why Cube:
Why You Can't Trust Your Bank RMs
Why You Shouldn't Buy MFs Yourself?
On 27th January 2020, Cube's advisors recommended our users to sell their holding in certain debt funds. Despite the relatively high returns of 9.05% - our advisors gave the brave sell call. Fast-forward a few months to March, the fund ran into BIG trouble. Non-Cube investors who did not have access to the same quality advise ended up with their money locked. Franklin's trouble soon expanded and resulted in a shut down of 6 debt funds citing redemption pressure and lack of liquidity in the bond market.
On 27th January 2020, Cube’s advisor told users to sell their holding in certain debt funds. The returns from these funds were roughly 9.05% - despite this our advisors gave the brave sell call.Just a few months later in March, the fund ran into BIG trouble. Non-cube investors who did not get the same memo ended up with all their money locked. Franklin had to shut down 6 of their debt funds citing redemption pressure and lack of liquidity in the bond market.
When L&T CIO Mr S.N.Lahiri resigned in NOV 2019 many panicked investors sold their funds. Many others went through the stress of not knowing what to do. Meanwhile, Cube’s advisor recommended that users hold on all L&T equity MFs in Jan and exit in March. Our advisors know how you feel about your money. They don’t just give your buy & sell calls but also care enough to tell you when you need to hold your investments. Needless to say, this turned out to be a great thing for Cube users.
Talk to a Wealth Coach today and unlock your Cube Advisory edge.
Talk to a Wealth Coach today and unlock your Cube Advisory edge.
Consulting a Wealth Coach is recommended to assess your risk profile and ensure that you are not under diversifying or over diversifying your portfolio.
A trustworthy Mutual Fund Advisor can save you from a world of trouble. This is why Cube Wealth has a strategic tie-up with Wealth First, a wealth advisory firm with a 3000+ client base across Corporates, Family Offices, Provident Funds, Trusts, and HNI’s, Wealth First advises/manages assets in excess of Rs.7,000 Crores.
Wealth First has an incredible 19-year track record of beating the average mutual fund by 50% and can offer you the services of wealth professionals with over 250 years of combined experience.
At Cube, our aim has always been simple: to provide you, the investor, direct access to award-winning Wealth Coaches who can reduce your worries and set you up for success.
Explore more on the Cube Wealth App.
• Liquidity
• Flexibility
• Multiple options
• High dividends
• Transparency
• Reduced Risk
• Tax Benefits
• Handled by Experts
Every Mutual Fund Scheme has a specific investment objective attached to it. The Asset Management Companies select securities based on this objective. Mutual Funds are handled by Fund Managers who have a wealth of experience in the Asset Management industry.
.jpg)
Wealth First is a SEBI registered investment advisory firm that has consistently outperformed the market. They have over 20 years of experience managing wealth for HNIs with AUM of over Rs.7,000 Crores for 3000+ clients.
Our wealth advisor curates a list of the best mutual funds that you can invest in so that you can invest easily and think long term.
On 27th January 2020, Cube's advisors recommended our users to sell their holding in certain debt funds. Despite the relatively high returns of 9.05% - our advisors gave the brave sell call. Fast-forward a few months to March, the fund ran into BIG trouble. Non-Cube investors who did not have access to the same quality advise ended up with their money locked. Franklin's trouble soon expanded and resulted in a shut down of 6 debt funds citing redemption pressure and lack of liquidity in the bond market.
On 27th January 2020, Cube’s advisor told users to sell their holding in certain debt funds. The returns from these funds were roughly 9.05% - despite this our advisors gave the brave sell call.Just a few months later in March, the fund ran into BIG trouble. Non-cube investors who did not get the same memo ended up with all their money locked. Franklin had to shut down 6 of their debt funds citing redemption pressure and lack of liquidity in the bond market.
Talk to a Wealth Coach today and unlock your Cube Advisory edge.
When L&T CIO Mr S.N.Lahiri resigned in NOV 2019 many panicked investors sold their funds. Many others went through the stress of not knowing what to do. Meanwhile, Cube’s advisor recommended that users hold on all L&T equity MFs in Jan and exit in March. Our advisors know how you feel about your money. They don’t just give your buy & sell calls but also care enough to tell you when you need to hold your investments. Needless to say, this turned out to be a great thing for Cube users.
Talk to a Wealth Coach today and unlock your Cube Advisory edge.
Consulting a Wealth Coach is recommended to assess your risk profile and ensure that you are not under diversifying or over diversifying your portfolio.
A trustworthy Mutual Fund Advisor can save you from a world of trouble. This is why Cube Wealth has a strategic tie-up with Wealth First, a wealth advisory firm with a 3000+ client base across Corporates, Family Offices, Provident Funds, Trusts, and HNI’s, Wealth First advises/manages assets in excess of Rs.7,000 Crores.
Wealth First has an incredible 19-year track record of beating the average mutual fund by 50% and can offer you the services of wealth professionals with over 250 years of combined experience.
At Cube, our aim has always been simple: to provide you, the investor, direct access to award-winning Wealth Coaches who can reduce your worries and set you up for success.
Explore more on the Cube Wealth App.
• Liquidity
• Flexibility
• Multiple options
• High dividends
• Transparency
• Reduced Risk
• Tax Benefits
• Handled by Experts
Every Mutual Fund Scheme has a specific investment objective attached to it. The Asset Management Companies select securities based on this objective. Mutual Funds are handled by Fund Managers who have a wealth of experience in the Asset Management industry.
