Private Wealth Management
The name “Rubik” has been inspired by the famous puzzle “Rubik’s Cube,” which consists of six colours. Each face 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 only one colour.
Multiple opportunities and challenges surround Financial Markets; 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.
Addressing the Challenges of Managing Significant Wealth
The complex financial issues of individuals, ultra-high-net-worth individuals, NRIs, and families require highly specialized resources and a deep understanding of the concerns associated with significant wealth. Our Private Wealth Strategy combines the vast resources of a financial leader with the tailored services of an exclusive wealth strategy boutique.
We collaborate with you to offer the best investment products, carefully selected from a diverse range of funds and investments.
Explore Our Range of
Financial Solutions
Private Equity
- Unlisted Equity
- PE funds
Special Deals
- IPO
- Private Placements
- Buybacks
- Securitized Debt
- Pre-IPO
- ICDs
- NCDs
Tax Advisory
- Planning & Consulting
Alternate Investments
- P2P Lending
- AIFs
- Structured Product
- Asset Leasing
- Invoice Financing
- Fractional Real Estate
- PMS
Mutual Funds
- Equity Funds
- Hybrid Funds
-
Balanced Fund
- ELSS (Tax Savings Funds)
Fixed Income
- Fixed Deposits
- Corporate Deposits
-
AAA Rated Bonds
- Govt Securities
- Listed & Unlisted Bonds
- Debentures
- Debt Funds
- Liquid Funds
Equity
- Mutual Funds
- PMS
-
AIF
- Structured Product
- IPO
- NFO
Insurance
- Term Insurance
- ELSS
-
Endowment plans
- Health Insurance
- ULIP
Loans
- Personal Loan
- Loan against Securities
- Home Loan
- Loan Against Property
- Business Loan
Testimonials
{Our family has a long-term association with Rubik wealth, they have assisted us on some strategic real estate investment deals for my family members, and I couldn't be more pleased with their prompt and professional services. The team consistently keeps us updated on new opportunities across various asset classes, ensuring we stay informed and make well-informed decisions.
Gaurav S
Business Head,
Nuvama
{Rubik Wealth impressed me with their new-generation approach to wealth strategy. They took the time to understand our unique financial goals and crafted a comprehensive plan that aligns with our aspirations. Their emphasis on investment consistency and intensity ensures that we stay on track to achieve our long-term objectives.
Rajan T
Sr. Manager HR,
KGL
{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
{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
{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
{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
{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
{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
{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
{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
{Our family has a long-term association with Rubik wealth, they have assisted us on some strategic real estate investment deals for my family members, and I couldn't be more pleased with their prompt and professional services. The team consistently keeps us updated on new opportunities across various asset classes, ensuring we stay informed and make well-informed decisions.
Gaurav S
Business Head,
Nuvama
{Rubik Wealth impressed me with their new-generation approach to wealth strategy. They took the time to understand our unique financial goals and crafted a comprehensive plan that aligns with our aspirations. Their emphasis on investment consistency and intensity ensures that we stay on track to achieve our long-term objectives.
Rajan T
Sr. Manager HR,
KGL
{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
{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
{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
{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
{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
{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
{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
{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
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