Want To Invest In Crypto?
Explore Tikka Token.

Enter Details For Your Wealth Coach

Thanks For Subscribing!

We'll send you interesting emails
about exciting investment options.
Oops! Something went wrong while submitting the form.
Investing Related

What Makes Cube Wealth The Best Online Investment App

Cube makes it easy for you to invest in Mutual Funds, Stocks, alternative assets and digital gold. Get started with your investment journey with a free consultation call with our wealth coaches.
April 18, 2024

Schedule a call based on your convenience. And get an expert to help you invest.

Top 5 Reasons To Try Our Powerful Investment App!

  • High Quality MFs
  • Top Notch Stock Advisory
  • Expert Financial Advisors
  • Alternative Investments
  • Low Minimum Investments

The age of investment apps is here to stay. Investors are slowly realizing the benefits of online investment platforms but there is still one aspect that most platforms are still learning to combine: Robo-advisory with a human touch. 

Why is this combination necessary? Because an investor’s portfolio is not just a collection of randomly-picked stocks and mutual funds. It is a crucial vehicle to achieve the investor’s hopes and dreams for the future.

Relying only on algorithms cannot do justice to what the investor wants to achieve. There are subjective problems only a human wealth coach can understand and solve. If only there was an app that does this successfully…. *Drumrolls* Meet the Cube Wealth app.

It was designed to simplify wealth creation by giving investors access to experienced wealth coaches and elite wealth advisors.

How does Cube simplify wealth creation? And what makes the Cube Wealth app the best online investment app? Let’s find out!

How The Cube Wealth App Works

Instead of relying on relationship managers, brokers, or algorithms, Cube’s philosophy is to enable users to invest in the best investment options that work for them. 

The app takes a unique approach by combining finance technology with human wealth coaches:

  • It combines ease of access with a simple UI
  • Removes unnecessary jargon because complexity can be used to confuse you
  • Gives you one simple view for all your investments
  • Serves information that even a child can understand
  • Has Investment Games to help you develop healthy investing habits 
  • You choose the risk and timeframe. We curate the recommendations.

How Cube’s Wealth Coaches Guide You

The Cube Wealth app gives you access to wealth coaches who have been in the industry since before T20 Cricket became mainstream. Our Wealth Coaches have a chat with you to understand what your investment goals are and how much risk you are willing to take. Their recommendations are then tailored to suit your needs.

Cube’s wealth coaches don’t just let go of the bicycle once you start investing. They accompany you throughout your investment journey. If you need them at any time, all you need to do is pick up the phone and dial their number or better yet, message on them on WhatsApp.

If you are not a Cube user and want to know more about the investment options on the app, you can use the live chat option to have a real-time conversation with our wealth coaches as well.

Handpicked & Tested Investment Options

The Cube Wealth app allows you to build a balanced portfolio by diversifying your investments across:

  1. Mutual Funds (Indian and International)
  2. Indian Equities
  3. US Stocks (DIY or Advisory)
  4. P2P Lending
  5. Consumer Loans via Merchants
  6. Digital Gold

All the investment options on the Cube Wealth app are tried and trusted by Cube’s leadership team.

Cube’s perfect portfolio builder, based on the bucket philosophy, allows you to build a balanced portfolio by suggesting investments for:

  1. Emergency
  2. Protection
  3. Short Term
  4. Medium Term
  5. Long Term

Recommendations From Proven & Expert Advisors

Cube has formed wonderful partnerships with industry leaders so that you can get the best investment recommendations there is. Who are these experts? Well, they are:

1. Wealth First

  • Founded in 2000
  • AUM: ₹7,000+ Cr
  • Clients: 3000+

2. Purnartha

  • Founded in 2009
  • AUM: ₹7,000+ Cr
  • Clients: 7500+

3. Faircent

  • Founded in 2013
  • Loans dispersed: ₹1,000+ Cr
  • Lenders: 1,50,000+

4. LiquiLoans

  • Co-founded by ex-Rentmojo founders Achal Mittal and Gautam Adukia
  • Backed by Matrix Partners

5. Safe Gold

  • Clients: 2,000,000
  • AUM: 300+ Kg

6. RIA, Rick Holbrook

  • AUM: ~$130 Million for high net worth individuals and families
  • 40+ years of experience in wealth management

7. DriveWealth

  • Clients: 50,000+

Merely knowing when to buy an investment option can’t ensure high returns. Selling a stock or fund at the right time can be a potential lifesaver. But no one really tells you when to sell a fund or stock? But wait. Cube does! We recommend when to buy AND tell you when to sell investment options.

For example, Cube users were recommended to sell their Frank Debt Fund investment way back in January 2020. It might come as a surprise to most people because the fund was giving 9% returns at that point. But just after 4 months, the fund collapsed. Cube users weren’t affected because they sold the fund.    

Access To US And Global Stocks With Expert Advice

Cube Wealth is the first app to bring US advisory to India. Our partnership with award-winning RIA, Rick Holbrook, allows you to invest in your favourite companies like Microsoft, Google, Samsung, Tesla, etc. backed by solid advice. You can take advantage of this advice to go beyond Indian markets and invest like a global citizen in international markets from around the world. 

The Cube Wealth app also enables you to invest in US stocks on your own for as low as $750. To know if this is suitable for you, consult a wealth coach today. 

Cube users vs S&P 500


Wealth creation is a gradual process based on your investment goals. Cube strikes the right balance between Robo-advisory and human conversation so that you can get to where you are to where you want to be.

We recommend only those investment options that are suggested by our expert advisors. These investment options are not decided by an algorithm but by elite personnel who have been in the industry for over 20 years. Our own Senior Management relies on these recommendations so you know we put our money where our mouth is. 

Check out the 4.5 stars rated Cube Wealth app yourself. It is advisable to read more about what existing Cube users have to say so that you can make the best decision for your investment goals.

To know more about investing in US Stocks, Mutual Funds, Digital Gold, Indian Stocks, or P2P lending, Speak to our wealth coaches for free today.

Not much of a reader? Watch this video to know more about investing with Cube Wealth

Priya Bansal
Curious about personal finance and all things money. Can either find me reading a book or dancing to a tune.

Top 5 Reasons To Try Our Powerful Investment App!

Schedule a call based on your convenience. And get an expert to help you invest.

  • High Quality Mutual Funds
  • Top Notch Stock Advisory
  • Invest in U.S. Stocks
  • Alternative Investments
  • Low Minimum Investments
Try Cube’s Exclusive Wealth Concierge Service! We offer a 10-minute portfolio analysis and set up service to select users.

Want the best
investment blog delivered straight to your inbox?

Thank you for joining our mailing list!
Oops! Something went wrong while submitting the form.

Similar Posts

SIP Posts


Calculate your
SIP returns

Calculate your
Lumpsum returns

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!