Our vast resourcing capabilities and varied industry partnership with leading Banking & Financial institutions bring unmatched & unbiased opportunities for you. Our knowledge & expertise in wealth and financial services empower the wisdom in calibrating the exceptional solutions needed to help you achieve your goals.

Our thought leadership to help navigate you through the most challenging market cycles. We help our clients pursue their financial goals through diligent advice, comprehensive capabilities & customized solutions. We have worked with individuals, families, businesses, and institutions to develop tailored wealth and investment management strategies, deliver services & solutions that help build, preserve and manage wealth.

Meeting Your Needs at Every Life Stage

Rubik Advantage

Why Choose Us

One Stop Solution

Wealth advisory, portfolio construction, financial planning, financing, protection all at one place

Multiple Asset Classes & Prducts

partner with all leading funds, amc, banks, nbfc , insurance companies

Unbiased Approach
  • Goal based approach, roi focused, advisory centric, long term vision
  • Sourcing capabilities from vast product basket , client interest first
Customized Solutions
  • Resource management, rate & fees negotiation, doorstep service, innovative strategy
Efficiency
  • High service standard
  • Snipper approach
Intellectual Capital
  • Asset allocation
  • Investment strategies
  • Market dynamics

Solution To Meet Unique Needs

wealth advisory

Wealth Advisory

Financing (1)

Financing

protecting

Protecting

NRI

NRI

Corporates

Corporates

Quick Tour

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