In this blog, we will debunk a popular myth related to investment advisors. You will learn everything about Cube's financial advisors and the investment options currently being recommended on Cube Wealth by Cube's investment advisors.
September 23, 2021
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The investment advice offered by a financial advisor can be the difference between terrible losses and exceptional returns.
However, hiring an experienced and trustworthy financial advisor, based on their track record and legacy, is something people assume is only for the ultra-rich and elite.
That is a popular myth. Retail investors don’t have to hire a financial advisor on their own.
Yes, the services of a financial advisor do not come cheap but regular investors can access the same high-quality financial advice and investment options available to the ultra-rich using the Cube Wealth App.
Cube has partnered with expert financial advisors like Wealth First and the award-winning US, RIA Rick Holbrook who recommend handpicked investments for Cube users so that they can invest in top-performing assets, without breaking their bank on the advisory fee.
Disclaimer: The investment options and schemes listed in this blog are currently recommended by Cube's financial advisors and partners. To see the latest information download the Cube Wealth app.
Mutual Funds Recommended By Wealth First
Wealth First, Cube's financial advisor for mutual funds, is an independent investment advisory firm that has over two decades of experience in the industry.
AUM: ₹7000+ crores
There are too many mutual fund scheme variations available to Indian investors. Wealth First solves this crucial problem by picking a handful of the best mutual funds out of a possible 17000+ schemes.
Furthermore, Cube's risk analysis quiz ensures that you get access to curated mutual funds that work for you based on your unique investment requirements and risk profile.
US Equity Investments Under Advisory With RIA, Rick Holbrook
Cube makes it possible for investors to buy and sell US stocks from India with advice from Registered Investment Advisor (RIA) Rick Holbrook.
RIA Rick Holbrook, Cube's financial advisor for US equities, has been in equity research, portfolio management, and financial planning for over 40 years. He currently manages ~$130 million for HNIs and families.
Holbrook Global's investment strategy focuses on investing in US sectors, companies, and economic trends with a strong potential for the future.
The best part is that Cube users can buy and sell US stocks for as low as $1 under advice from RIA Rick Holbrook.Buy US Stocks For $1
USD To INR
Historical growth of S&P 500 and USD
Let's move on to other investment options available on the Cube Wealth app. These options are a mix of advisory & non-advisory based investments.
Low-Risk Investment Options On Cube Wealth Picked By Our Expert Investment Advisors
1. Liquid Funds
Liquid funds are low-risk mutual funds that invest in T-bills, commercial paper, government securities, bonds, etc. They are ideal for the short term or to create an emergency bucket because of:
Predictable returns (4-6%)
Wealth First curates a list of the best liquid funds on the Cube Wealth app so that you can park money for emergencies in the short to medium term with solid returns.
Digital gold by Safegold on the Cube Wealth app negates the pitfalls of physical gold that include making charges, storage concerns, security issues, etc. Digital gold is a low-risk, low-reward option ideal for:
Potential hedge against inflation
Decent long term returns
Cube's digital gold partner Safegold gives you the option to convert your digital gold investment into gold bars on order. Minting charges may apply.
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!