Get A Mutual Fund Advisor

We are extremely busy 21st-century professionals preoccupied with responsibilities and workload. Keeping up with multiple investment schemes and constantly changing fund managers, exit loads, holdings, etc. is thus extremely difficult. 

Furthermore, we have a tendency to invest our hard-earned money in low ROI instruments such as Fixed Deposits or NPS. While these conservative instruments are good to own they offer a low potential for capital appreciation.

Mutual Funds, on the other hand, have huge growth potential - if you can pick the right ones!

Speak to a Wealth Coach

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Looking for quality advice? We’re here for you.

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. 

With our exclusive tie-ups with prominent Wealth Advisors, we will not only help you invest in quality funds but also advise you on when to sell.


Speak to a Wealth Coach

Yay, we've got your details. A Cube Wealth Coach will be in touch soon!
Oops! Something went wrong while submitting the form.

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.


Benefits of Mutual Funds

• 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.

Speak to a Wealth Coach

Yay, we've got your details. A Cube Wealth Coach will be in touch soon!
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What are Mutual Funds?

A Mutual Fund is a large pool of money that expert Fund Managers use to invest in a broad set of securities such as money market instruments, stocks, fixed-income funds, hybrid funds, etc. 

Every individual investor owns units of the fund that they are investing in and the profits are distributed equally among the investors.

Explore more on the Cube Wealth App.


Benefits of Mutual Funds:

• 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.

You need a guide to help you pick the right assets & minimize your risk
That is why we built Cube Wealth

Mutual Funds allow you to diversify your portfolio by investing in various securities that are not limited in nature. However, a poor choice of Funds can have severely negative consequences while the volatility of the market has a direct impact on the investment as well. 

A good Wealth Advisor such as Cube’s partner, Wealth First, can help you can mitigate the risks and create wealth over the short and long term.

There also exists a risk of high expense ratios (above 1.20%), fluctuation or a complete change in the Fund’s objectives, and uncomfortable taxes. Always consult a wealth coach before you invest to stay ahead of such changes.

Speak to a Wealth Coach

Yay, we've got your details. A Cube Wealth Coach will be in touch soon!
Oops! Something went wrong while submitting the form.
You need a guide to help you pick the right assets & minimize your risk
That is why we built Cube Wealth

Mutual Funds allow you to diversify your portfolio by investing in various securities that are not limited in nature. However, a poor choice of Funds can have severely negative consequences while the volatility of the market has a direct impact on the investment as well. 

A good Wealth Advisor such as Cube’s partner, Wealth First, can help you can mitigate the risks and create wealth over the short and long term.

There also exists a risk of high expense ratios (above 1.20%), fluctuation or a complete change in the Fund’s objectives, and uncomfortable taxes. Always consult a wealth coach before you invest to stay ahead of such changes.

Speak to a Wealth Coach

Yay, we've got your details. A Cube Wealth Coach will be in touch soon!
Oops! Something went wrong while submitting the form.

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!