Cube Wealth: Curated Investing

Cube Consumer Services Pvt Ltd

About this app

Cube Wealth is India's curated mutual fund & wealth management app — built for professionals who want smart investing without the noise. Track your portfolio, invest in top-rated mutual funds & SIPs, and get exclusive access to India's best fund managers, all from one app.

🛑 THE ONLY APP THAT TELLS YOU "NO"
Most apps want you to invest more. We want you to invest right. Real wealth management isn't just knowing when to start — it's knowing when to stop.

• Tax-Smart Exits: We don't just help you sell — we structure your liquidations across financial years to maximize your Long-Term Capital Gains (LTCG) tax exemptions.

💎 EXCLUSIVE ACCESS TO INDIA'S TOP FINANCIAL MINDS

• WealthFirst Partnership: Build your core portfolio using strategies from WealthFirst, a SEBI-Registered Investment Advisor (RIA) managing over ₹10,000 Crores in HNI capital — available exclusively on Cube.

• Elite Equity Portfolios: Skip generic, index-hugging mutual funds. Invest in concentrated, high-conviction equity portfolios curated by India's top SEBI-registered RIAs.

• Exclusive Alternative Investments: In partnership with platforms like Grip, access institutional-grade opportunities — Asset Leasing, Securitised Debt Instruments (SDIs), and more — once reserved for the ultra-wealthy.

🤝 A REAL WEALTH COACH, POWERED BY AI
Your money deserves human judgment, not just automation. Get direct, context-rich WhatsApp support from a dedicated Wealth Coach — backed by C.U.B.I.E, our AI assistant that keeps your portfolio insights sharp. We check in once a week with what matters, not ten times a day with noise.

WHY PROFESSIONALS CHOOSE CUBE WEALTH:
✔ Curated mutual funds & SIPs — no clutter, just quality
✔ Real-time portfolio tracking and rebalancing alerts
✔ Tax-optimized exit strategies for every investment
✔ Access to SEBI-registered RIAs and HNI-grade strategies
✔ Alternative investments beyond stocks and mutual funds
✔ A dedicated human Wealth Coach, not just a chatbot

GET STARTED IN MINUTES
Download Cube Wealth, upload your consolidated mutual fund statement (CAS), and get a complete view of your investments — plus a personalized plan to grow and protect your wealth. Curated investing. Real coaching. Zero noise.

Ratings and reviews

Great app especially for investing beginners. Gives good recommendations. Don't complain about the cost etc, as it's nothing extra over the market rate. Not recommended for people who've already built a complete portfolio, unless you're looking into direct foreign investment.

Pretty decent app. Lot of hassles to get the transfer done to overseas brokerage account. No fault of the developers though. On the investing front, wish there was an option to specify the price limit at which we want to purchase a stock, instead of defaulting to whatever the market price is. Again this might be regulatory stuff. On the app front, love the guides and the fact that I can invest in US stock sitting in India. Keep evolving and keep getting better.

Amazing platform to invest for anyone looking for a mobile first platform, or alternative asset class other than equities and MFs or advice from expert advisors. Super easy to use. Ideal for individuals who understands basics of investing but does not have time to research. Great customer service. Disclaimer: One of the senior management is my school mate.

What’s new

◦ All-New Dashboard: Goodbye, complex gauges. A birds-eye view at a single glance.
◦ Introducing C.U.B.I.E. AI: Our new AI assistant
◦ One-Tap SIP Baskets: Starting small? Explore curated low-risk starters
◦ Streamlined Portfolio Planning:
◦ Performance Tweaks