Kuber Wealth Partner

Kuber Wealth Pvt Ltd

About this app

This app is exclusively available to investors associated with Kuber Wealth Partner, an AMFI-registered Mutual Fund Distributor.

Manage and track your investments with a comprehensive wealth management platform designed to help you stay informed and organised.

Mutual Fund Investments

Explore a variety of mutual fund schemes and access investment recommendations to support informed investment decisions.

Insurance Overview

View and access details of your existing insurance policies, including:

Automobile Insurance
Health Insurance
Life Insurance
Property Insurance
Loan Overview

View and track details of your existing loans, including:

Loans secured by Mutual Funds
Loans secured by Securities
Loans for Small and Medium Enterprises (SMEs)
Portfolio Tracking and Management

Get a consolidated view of your investments and monitor your financial progress with features designed to simplify portfolio management.

Portfolio Tracking: Monitor the performance of your investments across available categories.
Family Portfolio: Aggregate and view investment portfolios across family members.
Consolidated View: Access a comprehensive overview of your portfolio in one place.
Returns Tracking: View overall returns, including dividends and interest earnings.
Notifications: Stay updated on important events and financial milestones.
Financial Goals: Align your investments with your financial goals and track progress.
Support Tickets: Raise and track support requests conveniently.
Customised Reports: Receive portfolio reports via email based on your preferences, including consolidated family-level or individual client reports where available.

What’s new

- Bug Fixes