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How Is Cube's MF Advisor Different From Others?

There are so many Mutual Fund Advisors out there in the market but picking the right one can be difficult. Here's why Cube Wealth's Mutual Fund Advisors always stand out and are one of the best in this industry.
April 18, 2024
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Who Is Cube’s MF Advisor?

Wealthfirst is Cube’s advisor partner in mutual funds. With a team of highly experienced finance gurus and young and spirited investment experts, it is a leading Wealth Management company in India. All the mutual funds are handpicked and recommended by WealthFirst. Additionally, Wealth First has a history of outperforming the market by about 50%.

How Is WealthFirst Different From Others?

Let’s understand this by looking at a 2020 case study where our advisors recommended exiting a fund and recommending a new fund that was expected to perform better than the deprecated one.

How Is Cube's MF Advisor Different From Others?

As you can see in the graph, our advisors recommended that we depreciate the fund (marked in red). They also forecasted when the value and performance of the depreciating fund would decline. (marked in yellow). 

Wealth First came to this conclusion by looking

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