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Wealth Accumulation

Retirement Planning

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We help you achieve your Life Goals

Plan your future with confidence

Wealth Accumulation

Build long-term prosperity

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Retirement Planning

Enjoy your golden years

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Secure your child's future

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* Tailored solutions for every stage of life

Our Wealth management Philosophy of Trusted Adviser

  • Acting in primary interests of client
  • Holistic approach to advice given nature of our client’s financial & personal circumstances.
  • Prepared to make long term investment in clients- invest significant time
    into activities

AUA

Happy Families

Years of Experience

Branch Count

Our Wealth

Management Process

Why Choose Us

One Stop Solution

Wealth Strategy, Portfolio Construction, Financial Planning, Financing, and Protection all at one place

Customized Solutions

Resource Management, Rate & Fee Negotiation, Doorstep Service, Innovative Strategy

Multiple Asset Classes & Products

Partner with all Leading Funds, AMC, Banks, NBFC, Insurance Companies

Efficiency

  • High Service Standard
  • Snipper Approach

Unbiased Approach

  • Goal-Based Approach, ROI Focused, Advisory Centric, Long Term Vision
  • Sourcing Capabilities from vast product basket, client interest first

Intellectual Capital

  • Asset Allocation
  • Investment Strategies
  • Market Dynamics

Testimonials

{For our employee’s financial wellbeing we do a regular financial health checkup campaign with Rubik Wealth as one stop wealth strategy solution partner. The feedback from our employees has been overwhelmingly positive. Moreover, Rubik Wealth's commitment did not end with the seminar and workshop. They have continued to engage with our employees, providing ongoing support and personalized solutions. This proactive follow-up has significantly enhanced the overall experience, ensuring that our team feels supported and empowered to make informed financial decisions. I highly recommend Rubik Wealth to any organization looking to offer their employees top-notch financial planning and wealth management strategies. Thank you, Rubik Wealth, for your exceptional service, dedication, and for making a meaningful impact on our team's financial future!"
Anshika Singh Rubik Wealth Testimonials
5
Anshika Singh
HR Head,Limitless Mobility Solutions
{Their meticulous approach and dedication to understanding my unique financial situation have provided me with invaluable peace of mind. Rubik Wealth's commitment to excellence and client-focused service stands out in every interaction. I wholeheartedly recommend Rubik Wealth to anyone in need of reliable and professional financial planning services.
5
Kiran M
Business Analyst
{As a banker, I understand the importance of sound financial planning and trusted advice. When it came to planning my child's financial future and my own retirement, I turned to Rubik Wealth. The team at Rubik Wealth has been exceptional in their professionalism, expertise, and personalized approach. They carefully assessed my financial goals and crafted a comprehensive plan that addressed all my needs. I highly recommend Rubik Wealth to anyone looking for top-tier financial planning services. Thank you, Rubik Wealth, for your outstanding support and dedication
5
Gaurav P
Sr. Vice President,Yes Bank
{When I sought investment strategy, I turned to Rubik Wealth through a strong recommendation, initially I was inclined towards real estate investments. The team at Rubik Wealth provided exceptional support in comprehensive asset allocation and tax planning, specifically for investments in India. Their deep understanding of the financial landscape, personalized approach, and thorough analysis have been invaluable. Rubik Wealth's expertise helped me diversify my portfolio effectively and make well-informed decisions. I highly recommend Rubik Wealth to anyone seeking top-notch financial planning and investment strategy specially in new age instruments.
5
Amit K
Lead Marketing,Qatar Airways
{When I reached out to Rubik Wealth for optimizing my retirement fund, I was impressed by their thorough and personalized approach. Their expert guidance not only helped me increase my monthly income but also optimized my tax liability, providing significant financial benefits. Rubik Wealth's dedication to understanding my unique financial needs and their comprehensive asset allocation strategies have been outstanding. Their professionalism and expertise have given me great confidence in my financial future.
5
{As a professional working in Canada, I wanted to take advantage of investment opportunities in the Indian market. Rubik Wealth provided exceptional guidance in this endeavor, assisting me with mutual funds and alternate investments. Their expert advice and strategic approach resulted in high returns with minimal risk.
Jyotsna J Rubik Wealth Testimonials
5
Jyotsna J
Global Product Owner,Scotiabank, Canada
{I always strive to provide valuable resources for our employees' well-being and financial security. We recently engaged Rubik Wealth to conduct a financial planning seminar for our team, and the feedback has been overwhelmingly positive. Rubik Wealth delivered an exceptionally informative and engaging seminar, tailored to our employees' diverse financial needs and goals. Their expertise, professionalism, and ability to simplify complex financial concepts were highly appreciated by everyone. The seminar not only educated our employees but also empowered them to make informed financial decisions.
Ravi M Rubik Wealth Testimonials
5
Ravi M
Osel Tech
{I approached Rubik Wealth on the recommendation of a close friend, initially seeking advice on investing my bonus money. After engaging with their team, I decided to develop a comprehensive financial strategy encompassing my child's future, my retirement, and tax planning. They crafted a well-rounded plan that not only optimized my investments but also addressed long-term security for my family and minimized my tax liabilities. The confidence and peace of mind I now have regarding my financial future are a testament to Rubik Wealth's outstanding service.
Raghav S Rubik Wealth Testimonials
5
Raghav S
Lead HR,Stryker
{I wanted to invest in mutual funds through a Systematic Investment Plan (SIP), and Rubik Wealth provided invaluable assistance in designing a portfolio that aligns with my high return and long-term goals. Thanks to Rubik Wealth, I now have a well-structured portfolio that aligns perfectly with my financial aspirations.
5
Siddharth P
QA Engineer,Yardi Software
{Having recently sold my business in Nagpur and relocated to Pune, I turned to Rubik Wealth for assistance in planning my retirement corpus. They provided invaluable guidance in creating a plan that offers better returns than traditional FDs but with low risk, tailored to my needs and future goals. Rubik Wealth's team not only focused on financial planning but also took care of crucial aspects such as medical and tax-related requirements. Their expertise and commitment to understanding my unique situation instilled great confidence in their services.
Shrikant M Rubik Wealth Testimonials
5
Shrikant M
Retired Businessman
{When I approached Rubik Wealth with 40 lakhs from my fixed deposits, I was looking for better returns while minimizing my tax liability. Rubik Wealth provided expert advice on allocating funds across various low-risk instruments. Not only did this strategy yield better returns than my FD, but it also significantly reduced my tax liabilities.
5
Shraddha M
Retired Homemaker
{Rubik Wealth's team took the time to understand my unique financial situation and aspirations for my family's future. They provided invaluable guidance in protecting and growing my wealth through strategic investments that align with my risk tolerance and retirement goals. Moreover, they crafted a thoughtful legacy plan that ensures my grandchildren will be well taken care of in the years to come.
Suresh B Rubik Wealth Testimonials
5
Suresh B
Income Tax Officer
{Rubik Wealth's team demonstrated exceptional professionalism and knowledge in crafting insurance plans that safeguard my family's well-being. They also developed a comprehensive financial plan tailored to my son's needs as he embarked on his professional career. Their dedication to understanding our specific requirements and providing clear, actionable advice has been truly commendable.
Prof Sanjay J Rubik Wealth Testimonials
5
Prof Sanjay J
Professor,National Law School
{As a visually impaired individual, managing my financial plans independently posed challenges, but Rubik Wealth has been a true wealth companion for me. They have gone above and beyond to provide personalized and doorstep services, ensuring I receive the support and guidance I need for both short-term and long-term financial planning. I highly recommend Rubik Wealth to anyone seeking reliable and empathetic financial advisors. Thank you, Rubik Wealth, for your exceptional service and dedication to my financial well-being!
5
Shubhangi M
Teacher,Central School
{I recently completed a comprehensive financial planning journey with Rubik Wealth, and I am thoroughly impressed and satisfied with their approach. Their methodology is both simple and effective, making complex financial concepts easy to understand and implement. What truly sets Rubik Wealth apart is their commitment to regular follow-ups and being readily approachable for any queries or concerns. Their proactive communication and responsiveness have made the entire process smooth and reassuring.
5
Rahul D
Senior Manager,Experian
Anshika Singh Rubik Wealth Testimonials
5
{For our employee’s financial wellbeing we do a regular financial health checkup campaign with Rubik Wealth as one stop wealth strategy solution partner. The feedback from our employees has been overwhelmingly positive. Moreover, Rubik Wealth's commitment did not end with the seminar and workshop. They have continued to engage with our employees, providing ongoing support and personalized solutions. This proactive follow-up has significantly enhanced the overall experience, ensuring that our team feels supported and empowered to make informed financial decisions. I highly recommend Rubik Wealth to any organization looking to offer their employees top-notch financial planning and wealth management strategies. Thank you, Rubik Wealth, for your exceptional service, dedication, and for making a meaningful impact on our team's financial future!"
Anshika Singh
HR Head,Limitless Mobility Solutions
5
{Their meticulous approach and dedication to understanding my unique financial situation have provided me with invaluable peace of mind. Rubik Wealth's commitment to excellence and client-focused service stands out in every interaction. I wholeheartedly recommend Rubik Wealth to anyone in need of reliable and professional financial planning services.
Kiran M
Business Analyst
5
{As a banker, I understand the importance of sound financial planning and trusted advice. When it came to planning my child's financial future and my own retirement, I turned to Rubik Wealth. The team at Rubik Wealth has been exceptional in their professionalism, expertise, and personalized approach. They carefully assessed my financial goals and crafted a comprehensive plan that addressed all my needs. I highly recommend Rubik Wealth to anyone looking for top-tier financial planning services. Thank you, Rubik Wealth, for your outstanding support and dedication
Gaurav P
Sr. Vice President,Yes Bank
5
{When I sought investment strategy, I turned to Rubik Wealth through a strong recommendation, initially I was inclined towards real estate investments. The team at Rubik Wealth provided exceptional support in comprehensive asset allocation and tax planning, specifically for investments in India. Their deep understanding of the financial landscape, personalized approach, and thorough analysis have been invaluable. Rubik Wealth's expertise helped me diversify my portfolio effectively and make well-informed decisions. I highly recommend Rubik Wealth to anyone seeking top-notch financial planning and investment strategy specially in new age instruments.
Amit K
Lead Marketing,Qatar Airways
5
{When I reached out to Rubik Wealth for optimizing my retirement fund, I was impressed by their thorough and personalized approach. Their expert guidance not only helped me increase my monthly income but also optimized my tax liability, providing significant financial benefits. Rubik Wealth's dedication to understanding my unique financial needs and their comprehensive asset allocation strategies have been outstanding. Their professionalism and expertise have given me great confidence in my financial future.
Jyotsna J Rubik Wealth Testimonials
5
{As a professional working in Canada, I wanted to take advantage of investment opportunities in the Indian market. Rubik Wealth provided exceptional guidance in this endeavor, assisting me with mutual funds and alternate investments. Their expert advice and strategic approach resulted in high returns with minimal risk.
Jyotsna J
Global Product Owner,Scotiabank, Canada
Ravi M Rubik Wealth Testimonials
5
{I always strive to provide valuable resources for our employees' well-being and financial security. We recently engaged Rubik Wealth to conduct a financial planning seminar for our team, and the feedback has been overwhelmingly positive. Rubik Wealth delivered an exceptionally informative and engaging seminar, tailored to our employees' diverse financial needs and goals. Their expertise, professionalism, and ability to simplify complex financial concepts were highly appreciated by everyone. The seminar not only educated our employees but also empowered them to make informed financial decisions.
Ravi M
Osel Tech
Raghav S Rubik Wealth Testimonials
5
{I approached Rubik Wealth on the recommendation of a close friend, initially seeking advice on investing my bonus money. After engaging with their team, I decided to develop a comprehensive financial strategy encompassing my child's future, my retirement, and tax planning. They crafted a well-rounded plan that not only optimized my investments but also addressed long-term security for my family and minimized my tax liabilities. The confidence and peace of mind I now have regarding my financial future are a testament to Rubik Wealth's outstanding service.
Raghav S
Lead HR,Stryker
5
{I wanted to invest in mutual funds through a Systematic Investment Plan (SIP), and Rubik Wealth provided invaluable assistance in designing a portfolio that aligns with my high return and long-term goals. Thanks to Rubik Wealth, I now have a well-structured portfolio that aligns perfectly with my financial aspirations.
Siddharth P
QA Engineer,Yardi Software
Shrikant M Rubik Wealth Testimonials
5
{Having recently sold my business in Nagpur and relocated to Pune, I turned to Rubik Wealth for assistance in planning my retirement corpus. They provided invaluable guidance in creating a plan that offers better returns than traditional FDs but with low risk, tailored to my needs and future goals. Rubik Wealth's team not only focused on financial planning but also took care of crucial aspects such as medical and tax-related requirements. Their expertise and commitment to understanding my unique situation instilled great confidence in their services.
Shrikant M
Retired Businessman
5
{When I approached Rubik Wealth with 40 lakhs from my fixed deposits, I was looking for better returns while minimizing my tax liability. Rubik Wealth provided expert advice on allocating funds across various low-risk instruments. Not only did this strategy yield better returns than my FD, but it also significantly reduced my tax liabilities.
Shraddha M
Retired Homemaker
Suresh B Rubik Wealth Testimonials
5
{Rubik Wealth's team took the time to understand my unique financial situation and aspirations for my family's future. They provided invaluable guidance in protecting and growing my wealth through strategic investments that align with my risk tolerance and retirement goals. Moreover, they crafted a thoughtful legacy plan that ensures my grandchildren will be well taken care of in the years to come.
Suresh B
Income Tax Officer
Prof Sanjay J Rubik Wealth Testimonials
5
{Rubik Wealth's team demonstrated exceptional professionalism and knowledge in crafting insurance plans that safeguard my family's well-being. They also developed a comprehensive financial plan tailored to my son's needs as he embarked on his professional career. Their dedication to understanding our specific requirements and providing clear, actionable advice has been truly commendable.
Prof Sanjay J
Professor,National Law School
5
{As a visually impaired individual, managing my financial plans independently posed challenges, but Rubik Wealth has been a true wealth companion for me. They have gone above and beyond to provide personalized and doorstep services, ensuring I receive the support and guidance I need for both short-term and long-term financial planning. I highly recommend Rubik Wealth to anyone seeking reliable and empathetic financial advisors. Thank you, Rubik Wealth, for your exceptional service and dedication to my financial well-being!
Shubhangi M
Teacher,Central School
5
{I recently completed a comprehensive financial planning journey with Rubik Wealth, and I am thoroughly impressed and satisfied with their approach. Their methodology is both simple and effective, making complex financial concepts easy to understand and implement. What truly sets Rubik Wealth apart is their commitment to regular follow-ups and being readily approachable for any queries or concerns. Their proactive communication and responsiveness have made the entire process smooth and reassuring.
Rahul D
Senior Manager,Experian

Frequently Asked

Questions

 

What is Wealth Management

Wealth management is a comprehensive service that addresses all aspects of a client’s financial life. It includes investment management, financial planning, tax services, estate planning, and more.

Why should I consider Rubik Wealth Management Services?

Rubik Wealth management services can help you create a personalized financial strategy to meet your long-term goals, manage risk, optimize tax efficiency, and ensure your assets are managed effectively.

What services do you offer?

Our services include investment management, retirement planning, tax planning, estate planning, Child Marriage planning, Child Education Planning and financial planning.

How do you create a Personalized Financial Plan?

We create personalized financial plans by understanding your financial goals, risk tolerance, current financial situation, and future needs. We then develop a customized strategy to help you achieve those goals.

How often will we review my Financial Plan?

We typically review your financial plan on a 6 month basis, but we can meet more frequently if there are significant changes in your financial situation or goals.

Can you help with Retirement Planning?

Yes, we specialize in retirement planning. We can help you determine how much you need to save for retirement, choose the right retirement accounts, and develop a withdrawal strategy for your retirement years.

Do you offer Tax Planning Services?

Yes, we offer comprehensive tax planning services to help you minimize your tax liability and maximize your after-tax income.

How do I get started with your Services?

To get started, you can contact us to schedule an initial consultation. During this meeting, we will discuss your financial goals, explain our services, and determine how we can best assist you.

How do you ensure the Security and Confidentiality of My Information?

We take the security and confidentiality of your information very seriously. We use advanced security measures to protect your data and adhere to strict confidentiality policies.

What is the Minimum Investment required to Work with your Firm?

Our minimum investment requirement varies based on the services you need. Please contact us for more details on our minimum requirements.

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