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.

You’ve built the career. We’ll build the freedom.

Join thousands of busy Indian professionals who trust Cube to manage their wealth. Access elite advisors and curated assets, from curated stock portfolios to exclusive alternatives, all managed through a single, stress-free interface.

The paradox of too much choice.

Most apps treat you like a day trader, bombarding you with 50,000+ options and hourly notifications. But you aren't a trader; you’re a builder. Between a demanding career and family, you don't have the 40 hours a week required to screen "hot" stocks or vet complex alternative investments.

Average Cube user: 35–55 years old, Senior Management / Tech Lead, 15+ years of career growth.

Meet Cube: Sophisticated Wealth Management. Simplified.

We don't give you everything; we give you the best of everything. Cube is built on Curation-First principles.

1. WealthFirst Partnership

Your foundation is managed by WealthFirst, an RIA trusted with over ₹10,000 Crores of HNI capital. Their expertise is available to you exclusively through Cube.

2. Elite Equities

Skip the "index-hugging" funds. Access concentrated, high-conviction stock portfolios designed by India’s top SEBI-registered RIAs.

3

3. Exclusive Alternatives

Partnering with Grip, we bring you institutional-grade opportunities, like Asset Leasing and SDIs, that were previously only available to the ultra-wealthy.

Explore Curated Assets

10 Years. Zero Hype. Institutional Trust

We aren't a "move fast and break things" startup. We are a decade-old institution built on reliability.

The Numbers

Hundreds of crores in assets under management (AUM) and 10 years of consistent delivery.

The People

"Cube has changed how I look at my money. I no longer panic when markets dip because I know the 'why' behind my portfolio." — Sandeep V., VP of Engineering.

The Partners

We only work with regulated, proven entities. If a product doesn't meet our rigorous risk-assessment, it doesn't make the cut.

Knowing when to stop is as important as knowing when to start.

Cube is the only platform that tells you "No."

The 25% Rule

We actively discourage over-exposure. If a single asset exceeds 25-30% of your portfolio, we’ll advise you to pause and rebalance.

Tax-Smart Exits

We don't just "sell". We plan exits over multiple financial years to maximize your Long-Term Capital Gains exemptions.

Get Your Portfolio Health Check

A Real Human Partner, Not a Bot.

Technology should simplify wealth, not replace the wisdom of a human expert. Whether you need a portfolio health check or help with a complex exit, a dedicated Wealth Coach is always a message away.

No Spikes in Blood Pressure

We communicate once a week, not ten times a day.

WhatsApp Support

Real people, real context, real-time.

Ready to Take Control of Your Financial Future?

Choose the path that works best for you. No commitment required.

X

Unlock Your Portfolio's Potential!

Click to upload a File

OR

Drag and drop CAS File Here

How to Download Your Consolidated Account Statement (CAS)

  1. Go to CAMS Website, Click here
  2. Fill out the form:
    • Statement Type: Choose "Detailed (Includes transaction listing)”
    • Period: Choose "Specific Period"
    • From Date: Enter "1 January 2000" (Do it this way for convenience)
    • Folio Listing: Choose "Without zero balance folios"
    • Email: Enter your email address linked to your folios
    • PAN: Enter your PAN number (optional)
    • Password: Create a password to protect your file (eg Cube@2025)
    • Confirm Password: Type the same password again
  3. Click "Submit". Your CAS statement will be sent to your email
  4. Return here, upload the CAS, and enter the chosen password to allow us to analyze it

Got your CAS?