We Guide you to navigate the Ocean of Financial Opportunities.
Our Key Services
Wealth & Investment
Wealth & Investment
Whether you’re a young professional accumulating assets, a family managing complex tax and estate strategies, or a couple nearing retirement ...
Estate & Succession
Estate & Succession
Planning for succession of one’s estate is an integral part of wealth management but often ignored or postponed due to misplaced priorities...
Bonds & Deposit
Bonds & Deposit
Fixed income is an investment approach focused on preservation of capital and income. It typically includes investments like ...
Health & Life Insurance
Health & Life Insurance
Life Insurance insurance has often been one of the least understood tools in the financial planning process of individuals ...
Alternative Investment
Alternative Investment
The term ‘alternative investment,’ might bring to mind an investment that only large institutional investors have access ...
Our Key Differentiator
We are the trusted life partners for our clients’ assets and our focus on each client is paramount and only gets cemented as we undertake their financial & estate planning journey. The differentiator triad for WealthCube primarily are:
Expert Empanelment
With a marquee cross-section of industry experts as the lead team and with a collective cumulative experience of 100+years in the business of Wealth & Investment to Estate & Succession Planning
Dedicated services
Dedicated service cell of the highest quality and ethical standards to ensure unmatched client satisfaction
Value & Integrity
These two main differentiators make us stand out of the crowd to do the right thing always as every client is treated with utmost care & we ensure a complete value offering with highest integrity standards
About Us
We are a boutique financial services firm, and are uniquely positioned to provide our clients a tailor-made investment and advisory services to meet their financial goals. We are focused at providing financial solutions to our client’s need with highest quality standards, minimal risk and at optimal cost.
Our Core Values
Expert empanelment: With a marquee cross-section of industry experts as the lead team and with a collective cumulative experience of 100+ years in the business of Wealth & Investment, Risk Management, Liquidity Solutions, Estate & Succession Planning and many more services, sky is not the limit to win clients and grow the company.
Our Team
Sangeeta Roychaudhuri
Founder & CEO
Shailendra Dubey
Director – Investment
& Strategy
Bharati Dubey
Director – Operations
Call Us
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+91-9820506507
connect@wealthcubecapital.com