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CUBE CONSUMER SERVICES PRIVATE LIMITED

Cube Wealth

U72900MH2016PTC272326

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₹1,999.00 ₹3,998.00
Suggest Edit Last updated: Jan 17, 2025
Key Metrics
  • No. of Employees16
  • Founded Year 2016
  • Company StagePrivate Limited Company
  • Total Funding₹34.9 Cr
  • Industry

  • Headquarter
  • Company StatusActive
About Cube Wealth

Cube Wealth simplifies wealth creation for busy professionals by combining personalized guidance from dedicated Wealth Coaches, top-tier investment managers, a user-friendly app, and comprehensive portfolio analysis. Ideal for senior professionals from leading companies, Cube Wealth offers automated and straightforward investment management, ensuring safety and security with trusted partners.

Business Model

Cube Wealth is a financial advisory company that offers investment advice to individuals. The company focuses on simplifying finance and recommending investment options that the company itself invest in. Its services include guidance on mutual funds, retirement planning, investment planning, fixed deposits, and SIP investments.

Top Competitors
DE
DezervU65999MH2021PTC358833
ZF
ZfundsU67190HR2019PTC080077
WE
WealthyU74900KA2015PTC082357
Cube Wealth Funding Details
Funding Highlights
Latest Funding RoundSeries A
Total Funding Raised₹34.9 Cr
No. of Investments Made0
Total No. of Acquisitions0
Lead Investors1
Investors
  • Zephyr Trading
Funding Details
TheKredible's detailed funding report contains info about Funding raised by the company along with Lead Investors, Investors, Shareholding Strcuture, and its Investments & Acquisitions.
₹799.00 ₹1,598.00
Funding History
TheKredible's 'Funding History' report provides deep insights of Funding with list of Lead Investors
₹399.00 ₹798.00
Funding Per Year
A Funding report of the company's overall funding on yearly basis, segregated by the team TheKredible.
₹199.00 ₹398.00
Cube Wealth Financial Details
Financial Highlights
FY 2023-24 Revenue₹1.95 Cr
FY 2023-24 Expenses₹1.31 Cr
FY 2023-24 Profit/Loss₹63.55 Lakh
Net Cash Flow From Operations-₹29.69 Lakh
Full Financial Details
Detailed report containing info about Business Model, year-wise Financial Comparison, Ratio Analysis and detailed Revenue and Expense breakdowns.
₹799.00 ₹1,598.00
Financial Comparison
A detailed report of year-wise Financial Comparison of the company
₹430.00 ₹860.00
Revenue Breakdown
A report and breakdown of the company's year-wise revenue streams.
₹399.00 ₹798.00
Expense Breakdown
A report and breakdown of the company's year-wise expenditures.
₹399.00 ₹798.00
Shareholding Structure
Team at TheKredible has gone through several ROC filings and portrayed Shareholding Structure of the company.
₹499.00 ₹998.00
Financial Ratio
Analysis of Financial Ratios which gives quick insights about the company's profitability and capital efficiency.
₹199.00 ₹398.00
Cube Wealth Key People
People Metrics
Current Core Team1
Board Members/Directors2

Core Team

SV
Satyen V KothariCo-Founder & CEO

Board Members/Directors

SV
Satyen Vijay Kothari Director
NV
Neena Vijay Kothari Director
Cube Wealth Documents

AY - 2021-22

Profit and loss statement - Cube Wealth - 2021-22.pdf
TheKredible's experts has summarized the Profit and Loss Statement of Cube Wealth for FY 2021-22
₹249.00 ₹498.00
Balance sheet - Cube Wealth - 2021-22.pdf
TheKredible's experts has summarized the Balance Sheet of Cube Wealth for FY 2021-22
₹249.00 ₹498.00

AY - 2022-23

Profit and loss statement - Cube Wealth - 2022-23.pdf
TheKredible's experts has summarized the Profit and Loss Statement of Cube Wealth for FY 2022-23
₹249.00 ₹498.00
Balance sheet - Cube Wealth - 2022-23.pdf
TheKredible's experts has summarized the Balance Sheet of Cube Wealth for FY 2022-23
₹249.00 ₹498.00

AY - 2023-24

Profit and loss statement - Cube Wealth - 2023-24.pdf
TheKredible's experts has summarized the Profit and Loss Statement of Cube Wealth for FY 2023-24
₹249.00 ₹498.00
Balance sheet - Cube Wealth - 2023-24.pdf
TheKredible's experts has summarized the Balance Sheet of Cube Wealth for FY 2023-24
₹249.00 ₹498.00

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