Private Wealth Management

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.

Addressing the challenges of Managing Significant Wealth

The complex financial issues of Individual, ultra high net worth, NRI and families require highly specialized resources and a deep understanding of the concerns associated with significant wealth. Our Private Wealth Advisory combines the vast resources of financial leader with the tailored services of an exclusive wealth advisory boutique.

We work with you to offer the Best Investment products, carefully selected from a varied range of Funds and Investment.

What Are You Looking For

Our Principle

Our Approach Five Way Process

Why Choose Us

  • Wealth advisory,portfolio construction,financial,planning,financing,protecting all at one place
  • Partner with all the leading fund,AMC,Banks ,NBFC,Insurance Companies
  • Goal based approach,roi focused,Advisory Centric,Long Term Vision
  • Sourcing capabilities from vast product basket ,client interest first
  • Resource management ,Rate,fees negotiation,doorstep service,innovative strategy
  • High Service Standards
  • Snipper Approach
  • Asset Allocation
  • Investment Strategies
  • Market Dynamics

The Product Lounge

Equity

Mutual Funds

PMS

AIF

Structured Product

IPO

NFO

Debt

Mutual Funds

PMS

Bonds & NCDs

AIF

Bank Fd/Corporate FDs

NFO

Capital Protected Market Linked Debenture

Alternate

Private Equity

Real Estate Funds

Quick Tour

WE INVITE YOU TO CONTACT US TO LEARN MORE