We Guide you to navigate the Ocean of Financial Opportunities.

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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 ...

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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...

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Bonds & Deposit

Bonds & Deposit

Fixed income is an investment approach focused on preservation of capital and income. It typically includes investments like ...

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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 ...

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Alternative Investment

Alternative Investment

The term ‘alternative investment,’ might bring to mind an investment that only large institutional investors have access ...

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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

Have a great opportunity to
manage your finance

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+91-9820506507

connect@wealthcubecapital.com