Cube Wealth: Financial Planner 4+
Savings and Investment Guide
Cube Consumer Services Private Limited
-
- Free
iPhone Screenshots
Description
Our team of best investment and financial planners with years of proven track records can help amplify your wealth. By leveraging their market insights and more, you can manage your wealth, investments, and retirement planning and secure your financial future, all from a single, unified platform. Building and managing a perfect wealth portfolio with Cube Wealth becomes easy. You can invest in different areas, from mutual funds (SIP or Lumpsum) to digital gold and P2P lending to consumer loans, asset leasing, and more. Our financial planners will guide you through the journey, ensuring your diversified portfolio brings substantial returns even in the face of market volatility.
Begin your investment journey. Cube Wealth, your personal portfolio planner, is here!
This powerful application leverages our proprietary algorithm to assess the status of your personal finances, identify your risk level, and guide you on the best-suited investment strategies attuned to your present capabilities. The app helps you build a perfect wealth portfolio by calculating precisely how much you need to invest, and guiding you on where to invest in our curated list of diverse investment options. Cube Wealth's financial planning services can help your wealth to sustain market volatility while handling medical emergencies or numerous short-, medium-, and long-term needs easily.
Loved By Users Across 10 Countries and 100+ Cities!
Cube Wealth connects you with experienced investment and financial consultants who can give you sound suggestions on how to expand your wealth and secure your future. Their solutions and quality guide on risk management and others will help grow your wealth ten times more.
The app is trusted by founders and top management in startups, tech, marketing, advertising, e-commerce, finance, and consulting. Join millions of users who have used Cube in the past for bill payments, mutual funds investments, SIP, digital gold, asset leasing, and stocks.
Cube Wealth can help craft an ideal portfolio that aligns with your goals and risk tolerance. All you need to do is define your short-, medium-, and long-term financial objectives. Then, start gathering your funds together to invest wisely with Cube's diversified options.
Cube Wealth Is Your Financial Freedom App!
Know how Cube Wealth 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
Our panel of investment and financial planners have proven track records and decades of experience helping clients like you. From mutual funds to stocks, gold, and alternative assets, you can get valuable guidance for your wealth management.
3) You Get a Financial Freedom Plan
Cube gives you a phase-by-phase plan on how to invest 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
Diversify beyond mutual funds with digital gold, LiquiLoans, Faircent, Grip, and more!
#2 Quality Investment Options
Discover top mutual funds from reputed AMCs like Kotak, Nippon, SBI, and expert-curated Indian stocks and alternative investments.
#3 Expert Financial Guidance and Solid Support
Access Wealth Coaches via WhatsApp or phone for personalized guidance and join exclusive support groups.
#4 Safety, Security & Privacy
Enjoy three-factor security and AML checks for every investment, ensuring your money stays in your name. Partnered with trusted entities like Wealth First.
#5 Trusted Partners
Plug into India's leading systems and partners including Faircent, LiquiLoans, and Grip Invest.
#6 Unified Investment Platform
Track mutual funds, stocks, SIPs, digital gold, and alternative assets seamlessly with simplified portfolio tracking. No complicated graphs, just clear insights.
What’s New
Version v6.4.55
Cube's Perfect Portfolio Planner is here! This powerful tool uses our proprietary algorithm to assess your current life situation and identifies your risk level. It then guides you by calculating exactly how much money you need to invest and where. Combined with our specially curated investment options this tool helps you build a Perfect Portfolio that can weather volatility and help you achieve your emergency, short, medium and long term needs.
Ratings and Reviews
Simple and Intuitive
While I can understand why most of the apps are catering to the young crowd, this is another iteration with skilful execution. I have used this app for over 3 months now and their 12% return on a debt product is market best.
The evaluation that they provide is also very helpful and the customer support is excellent. I am yet to try their family products but 10/10 would recommend.
Start here if you're confused on investing
I cannot recommend this service enough. The biggest reason I signed up because the founder's vision for the company is clear and earnest. I won't go into the UI/UX aspect of the app- there are definitely many things they could improve here, and that is why I've reserved a 5 star rating. But I would give their financial services full marks so far.
For me the most important thing about investing from a middleman like cube is not the return, but the transparency - both about what's in it for them, and the risks for the end user. For the former, I think they get a cut from the instrument we invest into. Users don't pay anything so far. For the risks, they do some explaining with their "high-low" spectrum. But beware, there are some inconsistencies in their own rating for the same instrument.
Bottom line: highly recommended if you want to invest regularly and easily. I love their private debt offerings. They could do with a website and better UI/UX
Developer Response ,
Thank you for your feedback.
Please recommend us to your friends & family! Also, do show us some love on Twitter (tag us @bankoncube)
Great platform for investments
As an investor looking to park their money into different instruments, I have only been used to regular offerings mutual funds, equity and of course the FD.
Where cube differentiates itself is by offering other relatively risky instruments which usually I would not have come across were it not for cube. The additional instruments such as the receivables financing or the consumer loans have provided better returns than your regular FDs. Additionally I have recently signed up for their equity advisory which has just begun so I wouldn’t be able to comment on its success yet.
What I can vouch for is that cube will offer interesting alternatives to invest ones own funds and also act as a platform where one can see how their funds are performing over time. That is highly convenient as I would have to do this manually otherwise.
What would be great is that cube could potentially provide an option to add ones other investment (not through cube) and provide monitoring of that.
Nonetheless it’s a great investment platform and I am flag I found while I am still relatively young. Hopefully I have trusted my funds with the right set of options. Only time will tell. Till then I will confidently Bank on Cube for my investments!
App Privacy
The developer, Cube Consumer Services Private Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Cube Consumer Services Private Limited
- Size
- 77 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 14.0 or later.
- iPod touch
- Requires iOS 14.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Cube Consumer Services Private Limited
- Price
- Free