Cube Wealth: Financial Planner

Manage your finance, wealth, investments, and retirement planning from a single, unified platform. With our unique app features, you can build, monitor, and manage a perfect wealth portfolio with mutual funds (SIP or Lumpsum), digital gold, P2P lending, consumer loans, and asset leasing!

Loved By Users Across 10 Countries and 100+ Cities!

Cube Wealth acts as your personal finance guide, providing solutions for your wealth-related stress. The platform is a medium for users like you who are looking for jargon-free, easy-to-understand professional support during investment decisions.

We connect you with financial consultants who will keep you posted on any changes happening in the wealth market in real-time. They will feed you with accurate information about the best mutual funds to invest in, types of equity investments to add to your portfolio, and more. Under their quality guidance on holistic financial planning and investment choices, you can achieve your goals stress-free


Trusted by founders and top management in startups, tech, marketing, advertising, e-commerce, finance, and consulting, Cube Wealth can help you secure your future.

Join Cube Wealth to expand your wealth and secure your future. Connect with seasoned professionals through our platform and get timely updates on sound investments in mutual funds, SIPs, digital gold, and alternative assets.

Cube Wealth Is Your Financial Freedom App!

From investment planning to risk management and more, Cube Wealth is your efficient personal wealth management guide and financial planner.

Here's how it works:

1) You Answer A Few Questions

Our Perfect Portfolio Quiz makes it easy to get the correct information about your finances and goals.


2) We Find You the Best Investment Options

From mutual funds to stocks, gold, and alternative assets, we suggest options with the help of proven expert financial planners with decades of success.

3) You Get A Financial Freedom Plan

Cube gives you a phase-by-phase plan for investing for financial freedom by bucketing your emergency, short-, medium--, and long-term goals.


Top Reasons to Love Cube Wealth

#1 Investment Options for Your Risk Level

Cube Wealth will help you build long-term wealth beyond mutual funds. You can buy digital gold, alternative investments by LiquiLoans and Faircent, alternative assets by Grip, and more!

#2 Quality Investment Options

The app will share information about the best mutual funds from trusted AMCs like Kotak, Nippon, SBI, Axis, ICICI, HDFC, and Canara. These funds are handpicked by our expert financial planners, who will also guide you through Indian stocks and other curated alternative investment options.

#3 Expert Financial Guidance and Solid Support

You should always question where money is involved. Our Wealth Coaches are available via WhatsApp or phone to help you understand everything about investment and wealth management. You get access to top-notch expert financial planners and even personalized support groups by upgrading to Cube Prime.

Build your perfect investment portfolio. We assure you that wealth management was never this simple!

#4 Safety, Security & Privacy

The Cube Wealth investment app has a three-factor security feature and performs anti-money-laundering checks for every investment on your behalf. This ensures your money always remains in your name!