CUB Wealth Management. Explore the options and benefits now.



Benefits of investing in Mutual Funds

Diversification

Mutual Funds invest in a range of assets, thus helping to mitigate risks to a great extent

Professional fund management

Money is managed by professionals, backed by research and a well-defined process

Affordable

Mutual Funds investments start with as low as Rs.100 per month via Systematic Investment Plans (SIP)

Key features of the digital platform

  • Completely paperiess process
  • Real-time tracking facility
  • Smart fund advisory
  • 2-min investment procedure
  • Quick withdrawal feature
  • Portfolio rebalancing


Enjoy Integrated portfolio management at the click of a button

Equity

Mutual Funds invest in a range of assets, thus helping to mitigate risks to a great extent

Mutual Funds

Money is managed by professionals, backed by research and a well-defined process

Fixed Income

Mutual Funds investments start with as low as Rs.100 per month via Systematic Investment Plans (SIP)

Insurance

Mutual Funds investments start with as low as Rs.100 per month via Systematic Investment Plans (SIP)

NPS

Mutual Funds invest in a range of assets, thus helping to mitigate risks to a great extent

Gold

Money is managed by professionals, backed by research and a well-defined process

Tax Services

Mutual Funds investments start with as low as Rs.100 per month via Systematic Investment Plans (SIP)

Corporate Services

Mutual Funds investments start with as low as Rs.100 per month via Systematic Investment Plans (SIP)

  • Financial planning – Asset allocation, SIP calculator, Financial planning & reports
  • Demat – Holdings, Valuation, Transaction, Billing, Client master, Isin master, CC calendar, DIS
  • Mutual Funds – Buy, sell, MFSS report, MF valuation, MF transaction, NAV
  • Portfolio tracker
  • E-Payment

Last Updated on: 14-07-2022 02:51:02 AM

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