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38% overlap. Three of your equity funds hold largely the same top-20 stocks.
1.42% weighted expense ratio. Two schemes sit well above their category median.
One dormant folio. No transaction since 2019, and the bank mandate has lapsed.
What could an SIP become?
Small, regular and patient beats large and occasional. Drag the amount and the expected CAGR, switch the horizon — and see how much of your final corpus is money you put in versus money the market made for you.
This is an illustrative calculator using compound growth assumptions. Actual mutual fund returns are subject to market risk. Past performance is not indicative of future results.
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We'll securely analyse mutual funds, diversification, risk exposure, fund overlap and performance trends — and turn it into a clear, simple score.
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Six steps toward a more thoughtful future.
No account required. Explore, assess and discover what fits your life. Your wealth partner steps in only when you're ready.
Discover Your Investor Personality
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A short reflection to understand your risk appetite and ideal allocation.
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Bank and corporate FDs side-by-side, with senior citizen and monthly payouts.
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From your first SIP to global equities and private credit — without juggling a dozen apps or a dozen advisors.
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Curated, rebalanced portfolios for a lump sum or an SIP.
AIF with PMS
Alternative investment strategies for sophisticated investors, with a minimum investment of ₹1 crore.
Global Equities
Own Apple, Nvidia and US index funds under the LRS route.
Fixed Deposits
High-yield FDs from partner issuers, booked in minutes.
Bonds & NCDs
Government, PSU and corporate bonds with transparent yields.
Private Equity
Access private-market opportunities for eligible, sophisticated investors.
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Comprehensive and third-party motor cover with support through claims.
Life Insurance
Pure-term cover sized to your real liabilities, not a sales target.
Health Insurance
Right-sized floater and super top-up, with claim support included.
SIF
Specialized investment strategies for eligible investors, with a minimum investment threshold of ₹10 lakh.
Loans
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Investment strategies crafted with precision.
Every portfolio undergoes thorough analysis, periodic rebalancing, and continuous oversight by our dedicated research analysts. Experience transparent investing without market noise.
Returns shown are past performance and do not guarantee future results. Mutual fund investments are subject to market risk; please read all scheme-related documents carefully.
Kuber - Shubh Aarambh
Start your wealth journey with
Kuber - Shubh Aarambh
Start your wealth journey with
Kuber - Dhan Sanchay
Build wealth steadily
Kuber - Dhan Sanchay
Build wealth steadily
Kuber - Dhan Vridhi
Balance growth and stability
Kuber - Dhan Vridhi
Balance growth and stability
Kuber - Samriddhi
Growth-focused with limited stability buffer
Kuber - Samriddhi
Growth-focused with limited stability buffer
Kuber - Dhan Udaan
Aim for high growth over the long term
Kuber - Dhan Udaan
Aim for high growth over the long term
Kuber Alpha
Flexible, high-conviction allocation
Kuber Alpha
Flexible, high-conviction allocation
Each investment aligned with your aspirations.
Your capital should work toward meaningful life milestones — securing retirement, funding education, purchasing your dream property. Our planning tools provide clear answers on investment amounts, time horizons, and expected outcomes.
Comfortable retirement at 58
Build a corpus that ensures comfortable retirement lifestyle. Plan for 20+ years of corpus accumulation and 30+ years of stress-free withdrawal.
Ananya's higher studies
Plan for higher education costs with inflation-adjusted targets. Whether it's engineering, medicine, or overseas MBA — fund it without loans.
Dream home in Pune
Accumulate down payment, plan home loan EMIs, and structure your wealth to buy property at the right time without financial stress.
Travel & vacation goals
Plan dream vacations, international trips, or annual family getaways with dedicated corpus. Travel without touching emergency funds.
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Build 6-12 months of expenses as safety net. Liquid, accessible funds for medical emergencies, job loss, or unexpected situations.
Long-term wealth creation
Long-term wealth accumulation for financial freedom. Build generational wealth through disciplined investing and compounding.
Your whole portfolio, in your pocket.
Track every fund, start or pause SIPs, review goal progress and chat with your wealth partner — all from one secure app. Built for India, with UPI autopay and instant statements.
We plan for decades, not for quarters.
Four convictions that guide every recommendation we make — and that we refuse to compromise on, regardless of market mood.
Goals before products
We don't start with a product. We start with your life, your goals and the future you want to build. Every investment decision should have a purpose.
Discipline over prediction
Markets cannot be predicted consistently. Your behaviour can be managed. We believe in patience, asset allocation and disciplined decisions over chasing the next big opportunity.
Transparency without fine print
You deserve to know what you own, why you own it and what it costs. No hidden agendas. No complicated explanations. Just clarity.
Wealth is more than money
True wealth is the freedom to live life on your terms. That's why we look beyond portfolios — towards family, education, retirement, legacy and the goals that matter most.
Your Wealth. Your Goals. Our Expertise.
Kuber Wealth is a modern wealth management platform built to make investing simpler, smarter and more personalised.
Founded by experienced professionals from the banking and wealth management industry, Kuber Wealth brings together expert advice, curated investment solutions and technology to help individuals and families make better financial decisions.
We believe wealth creation is not about chasing the highest returns—it is about having the right strategy, the right products and the right guidance at every stage of your financial journey.
From Mutual Funds and Fixed Income to Portfolio Solutions and other investment opportunities, we focus on understanding your goals, risk profile and time horizon before recommending solutions.
At Kuber Wealth, our vision is simple: to build long-term relationships, create meaningful wealth and put our clients' interests at the heart of every decision.
Rachit Kochhar
Director & Co-founderRachit Kochhar is a seasoned wealth management professional with over 20 years of experience across banking, investments and wealth advisory. Having worked with leading financial institutions, he brings deep expertise in mutual funds, portfolio construction, asset allocation, PMS, AIFs and long-term wealth creation strategies. His approach combines market understanding with a strong focus on investor objectives, risk management and disciplined investing. At Kuber Wealth, Rachit focuses on helping investors make informed investment decisions through research-driven strategies, personalised wealth solutions and a long-term approach to portfolio growth. His objective is to simplify investing while creating sustainable wealth across market cycles.
Avinash Patidar
Co-founderAvinash Patidar is an accomplished financial services professional with over 15 years of experience across NRI banking, investments and equity markets. His extensive experience in understanding the unique financial needs of NRI clients, combined with strong knowledge of investment products and equity markets, enables him to provide holistic wealth solutions. At Kuber Wealth, Avinash focuses on helping clients identify suitable investment opportunities, build diversified portfolios and pursue their long-term financial goals. His approach is centred on understanding client needs, managing risk effectively and creating sustainable wealth through disciplined, research-driven investment strategies.
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