About Us

About Us

Learn to be Independent
An opportunity to earn from the Financial Market

The name “Rubik” has been inspired from the famous puzzle “Rubik Cube” which consists of six colours, each face of which is made up of nine squares, eight of which are individually rotatable. The aim is to swivel the squares until each face of the cube shows one colour only. Financial Markets are surrounded with multiple opportunities and challenges, we at Rubik Wealth Strategy endeavour with our thought leadership to help navigate you through the most challenging market cycles to achieve your desired Goals.

Understanding today’s financial environment and growing digital innovations, we are experiencing the emergence of multiple products and channels. Now choosing the right product suit, identifying companies with good corporate governance have become a daunting task and often confusing for the investors. For e.g. there are more than 35 Asset Management companies in India offering over 800 Mutual Funds schemes only in Equity Mutual Funds, so what suits one individual may not be the same for others because every individual has unique life Goals. In addition to traditional investment companies now you have a whole lot of digital & app-based companies offering various financial products without taking individual life goals and risk appetite into consideration. 

Volunteer Services for Underprivileged

At Rubik Wealth, we offer a range of volunteer services for underprivileged people to support individuals, non-profits, and small businesses in achieving financial stability and growth. Our services include:

  1. Small Savings plans
  2. Retirement Planning
  3. Debt Management and Credit Counselling
  4. Financial Literacy and Education
  5. Non-Profit Financial Management
  6. Small Business Advisory
  7. Crisis Financial Counselling


Building Long-term commitment & trust with you to create an enduring legacy that passes on your values as well as your wealth

Our Approach

We listen to clients articulate their needs, goals and priorities. Then we partner with them to develop holistic wealth and investment management strategies keeping long-term vision.

Our Pledge:

Empowering change through Social Responsibility 

At Rubik Wealth, we’re committed to more than just financial growth. Our core values extend beyond profits, driving us to create a positive impact on society and the environment. Here’s how we’re making a difference:

How we Contribute:

  1. Community Development:We actively support local initiatives that enhance education, healthcare, and livelihood opportunities. Whether it’s funding schools, medical camps, or vocational training programs, we are committed to uplifting the lives of those in need.
  2. Environmental Conservation:Our commitment extends to preserving the environment. We invest in projects that promote reforestation, clean energy, and eco-friendly practices. By minimizing our ecological footprint, we strive to create a greener, healthier planet.
  3. Empowering Marginalized Groups:We collaborate with organizations that empower marginalized communities, including women, differently-abled individuals, and underprivileged youth. Through skill-building workshops and financial literacy programs, we aim to create a more inclusive society.

Transparency and Accountability:

We believe in transparency and accountability. Periodically, we will share updates on the impact of our contributions, ensuring that our clients and stakeholders are informed about the positive changes their association with brings us.

Thank you for being a part of our journey towards a better world.