About Wealthcube
Wealthcube is a Financial Services company based in Mumbai (India) founded in 2011. It provides personalized mutual fund investments and financial advice to clients. It operates on a B2B and B2C model. Wealthcube offers products and services including Mutual Funds, Taxation Services, Fixed Income, and NRI Corner. Its focus areas include Finance, Asset Management, Mutual Funds and Distribution. Its legal entity in India is Wealthcube Endeavours Llp (AAA-5880). Similar companies include Dezerv, Wealthy and ASK Group; 3 of its 3 listed similar companies have raised funding.
Company details
Wealthcube is a mutual funds distribution firm that simplifies investing by offering personalized financial assessment services to individual investors, corporate houses, NRIs, and high-net-worth clients. They provide services like mutual funds, fixed income, taxation advice, and tools such as tax calculators. Operating primarily from Mumbai, with additional offices in Ahmedabad and Lunawada in India, they focus on risk management and commission-based investments without guaranteeing returns.
- Headquarters Mumbai, India
- Employees 3
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website wealthcube.in
- Social X Facebook
- Legal Name Wealthcube Endeavours Llp
- Date of Incorporation 08 Aug, 2011
- Jurisdiction Mumbai, Maharashtra, India
- Employee Count3
Associated legal entities of Wealthcube
Wealthcube operates through Wealthcube Endeavours Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Wealthcube Endeavours Llp CIN AAA-5880 | Active | 08 Aug 2011 | Mumbai, Maharashtra | 3 | 2 | View details |
Products & Services of Wealthcube
Wealthcube offers a comprehensive portfolio of products and services, including Mutual Funds, Taxation Services, Fixed Income, and NRI Corner.
Distribution of mutual fund schemes for portfolio growth and income.
Guidance on tax savings options and calculations for investors.
Advice on debt funds and capital protection strategies.
Tailored investment solutions for non-resident Indians.
Apps and channels of Wealthcube
Wealthcube publishes 2 mobile apps with over 10K+ downloads.
Board of directors of Wealthcube Endeavours Llp (Wealthcube)
Wealthcube Endeavours Llp is the primary company behind Wealthcube. The board of Wealthcube Endeavours Llp currently have 2 directors; the longest-serving is Chetan Narayandas Bhatt, appointed in 2011. 6 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Chetan Narayandas Bhatt DIN 05019637 | Designated Partner | 08 Aug 2011 | 15 yrs 2 mo | Wealthcube Endeavours Llp |
| Sunil Muljibhai Joishar DIN 05355659 | Designated Partner | 11 Oct 2012 | 14 yrs | Wealthcube Endeavours Llp |
Similar companies to Wealthcube
Wealthcube has 3 listed similar companies in our database, 3 of them funded. They include Dezerv, Wealthy and ASK Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| dezerv.in | 2021 | Mumbai, India | $100M | 513 | Investment solutions and portfolio management are provided for affluent individuals. | |
| wealthy.in | 2015 | Bengaluru, India | $22.29M | 231 | Digital wealth management platform is offered for personalized investments. | |
| askfinancials.com | 1983 | Mumbai, India | $125M | 191 | Asset & wealth management platform |
Detailed similar companies of Wealthcube
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Top companies in Asset Management
3 companies that operate in the same segment as Wealthcube (Asset Management) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | ||||
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India |
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Frequently Asked Questions about Wealthcube
Wealthcube was founded in 2011.
Wealthcube is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Wealthcube has 3 employees.
Wealthcube is a mutual funds distribution firm that simplifies investing by offering personalized financial assessment services to individual investors, corporate houses, NRIs, and high-net-worth clients. They provide services like mutual funds, fixed income, taxation advice, and tools such as tax calculators. Operating primarily from Mumbai, with additional offices in Ahmedabad and Lunawada in India, they focus on risk management and commission-based investments without guaranteeing returns.
Wealthcube offers Mutual Funds, Taxation Services, Fixed Income, and NRI Corner.
Wealthcube operates through Wealthcube Endeavours Llp.
The legal entities of Wealthcube currently have 2 directors, including Chetan Narayandas Bhatt, Sunil Muljibhai Joishar.
Yes. Wealthcube publishes Wealthcube Endeavours and 1 more app, with over 10,000 downloads.