Mrs Snehal Mishrikotkar is the founder of Rubik Wealth Advisory; with over 14 yrs of enriching experience in banking & financial industry she has worked with HSBC, Citi and Kotak Mahindra Bank and received various awards & accolades during her professional career.In June 2018, Rubik started its operation from Pune and now it is also present in Delhi NCR

The name “Rubik” has been inspired from the famous puzzle “Rubik Cube” which consists of six colors, 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 color only.Financial Markets are surrounded with multiple opportunities and challenges, we at Rubik Wealth Advisory endeavor 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 seeing the emergence of multiple products and channels. Now choosing the right product and company have become a tedious task and often confusing because of various options in all investable Asset Class. Example- there are more than 35 Mutual Fund companies, who are running over 800 Mutual Funds schemes only in Equity Mutual Fund. Now what to choose and where to go is a BIG question. Now apart from traditional investment companies you have whole lot of digital & app based companies who advises on various asset classes without understanding you risk and goals. Example-Investment in Mutual Fund SIP is trending now a days, you start doing 3-4 SIP immediately and one point of time you have six, seven and 10 SIP’s because it’s very easy and convenient to start SIP online right, but do you know that if you have 10 different SIP you have almost invested in entire stock market as one Mutual fund company invest in 60-70 stocks. Now how will you beat the market return by investing in 400-500 stocks? Your overall return is definitely going to be below average.

At one side you have all these Banks who offer wealth Advisory services, where they sell you only their own products and on the other side NBFC who will sell you products where they get high commission or brokerages. Now most boutique advisors work only with one or very few companies so they have limitation of products and capabilities to bring the right product matching client’s need. In the long run they become biased.

We at Rubik wealth try to overcome these existing challenges and constantly keep updating on domestic and international market innovations so that we should be able to foresee future challenges as well. We are learning and innovative organization that believe in deep understanding & perpetual study of different market cycles. We keep top-down approach in choosing any stock and implement bottom-up approach in advisory to meet our client’s life goals.

Vision

“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 People

We hire only partners who are carefully selected investment professionals combine deep wealth management experience with the attentive client service that is at the heart of Rubik Wealth Advisory.

Intellectual Capital

We hire only partners who are carefully selected investment professionals combine deep wealth management experience with the attentive client service that is at the heart of Rubik Wealth Advisory.