At Kuber Wealth, we understand changing financial topography of today’s world. We
believe the importance of developing product suite is as important as execution
capabilities of the desk.
We assess and analyze various market and product risks, understand clients cashflow, returns expectation and then offer solutions which are tailor made to these needs. We also help in creating a legacy plan so that their next generation enjoys maximum benefit.
Kuber Wealth brings to the table structured as well as alternate products by continuous reinventing the product basket and keeping in account overall asset allocation, cost effect and tax implications are not compromised when implementing such plans
We assess and analyze various market and product risks, understand clients cashflow, returns expectation and then offer solutions which are tailor made to these needs. We also help in creating a legacy plan so that their next generation enjoys maximum benefit.
Kuber Wealth brings to the table structured as well as alternate products by continuous reinventing the product basket and keeping in account overall asset allocation, cost effect and tax implications are not compromised when implementing such plans
Funding
We understand in totality our customer wealth creation and growth aims. We guide
our clients on investments and much more. Keeping in mind their unique needs, we
work with clients on the overall structuring of investment entities, succession plans
through wills, trusts and wealth administration.
Execution Platform
- We offer world class platform with execution ease for investing, with proper checks and balances all the time.
- Consolidated view across all asset classes from different partners is offered when tracking portfolios.
- Cutting edge analytical tools for a thorough and detailed research based approach is designed for portfolio reviews.
Research and Product Desk
Fundamental research based investment approach is the DNA of our organization.
Hands-on market experience spread over 35 years cumulatively of our team gives us
added advantages when planning wealth deployment, along with tax expertise and
estate planning. Combining experience with our extensive research knowledge
allows us to sight market opportunities early when building a new portfolio or while
rebalancing it strategically for our clients.
