How To Guide

How Can DIY Investors Get Curated Mutual Funds?

Get the best out of your Do It Yourself (DIY) investing journey with curated mutual fund recommendations by Wealth First using Cube.
April 18, 2024
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Do It Yourself (DIY) investing helps investors rely on themselves without having to go through the hassle of being pushed into buying funds that do not suit their investment needs. 

But DIY investing is hard especially when it comes to mutual funds due to the sheer volume of options available. This blog will help you learn how to get curated mutual funds.  

Why It’s Important To Get Curated Mutual Funds

There are more than a thousand scheme variations available to investors. Furthermore, every mutual fund has its own investment objective, type, management style and timeframe. 

Here’s the conundrum: DIY investing can help you figure things out on your own. But without a reliable advisor, it might be difficult to pick the right mutual fund from 1000+ variations for your goals. 

This is where an investment app like Cube can help DIY investors with curated mutual fund recommendations handpicked by one of the best mutual fund advisors in India. Read on to know more. 

Cube’s Curated Mutual Funds For DIY Investing

The Cube Wealth app gives DIY investors access to curated mutual funds by Wealth First, Cube’s mutual fund advisor. Wealth First currently has 3000+ clients and an AUM of 7000+ crores. 

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Drag and drop CAS File Here

How to Download Your Consolidated Account Statement (CAS)

  1. Go to CAMS Website, Click here
  2. 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
  3. Click "Submit". Your CAS statement will be sent to your email
  4. Return here, upload the CAS, and enter the chosen password to allow us to analyze it

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