Startup Atlas · Fintech

Cube Wealth

Cube Consumer Services Private Limited ● Mumbai, Maharashtra ● Founded 2018 ● bankoncube.com ↗

Satyen Kothari · Founder & CEO Neena Kothari · Director

$2.5 MnTotal funding (tracked)

2Funding rounds

1 Jun 2020Last round

Cube Wealth: Business Model Canvas

The nine-block Business Model Canvas, filled in only where a public source states it — empty blocks mean we haven't found a citable fact yet, not that the answer is zero.

Value Propositions

"You've built the career. We'll build the freedom." — simplified, curated investing source

MAP philosophy: Multiple asset classes, SEBI-registered Advisors, Personalized support source

Dedicated Wealth Coach reachable on WhatsApp for guidance source

Customer Segments

Busy Indian professionals (tech, finance, media) source

Small business owners source

High-net-worth individuals source

Customer Relationships

Dedicated human Wealth Coach with weekly WhatsApp check-ins for portfolio reviews source

Tiered membership relationship: Cube Prime and Plus plans with escalating personalized service source

Channels

Mobile app (iOS and Android) source

WhatsApp / phone-based Wealth Coach concierge source

Key Activities

Curating investment options across mutual funds, stocks, FDs, digital gold and alternatives source

Wealth coaching / advisory guidance to investors source

Key Resources

SEBI-registered wealth advisors / RIAs source

AMFI registration (ARN-114580) for mutual fund distribution source

Key Partnerships

WealthFirst — RIA managing over ₹10,000 crore for HNIs source

Grip — institutional-grade alternative investments partner source

Revenue Streams

Cube Prime annual membership priced at ₹10,000/year source

Cube Plus tier, complimentary for users with AUM above ₹15 lakh source

Cost Structure

Asset partnerships and sales/marketing partner network building

Cube Wealth said it would use the funding "to add additional asset partners and develop a network of premium sales/marketing partners and IFAs across the country."

source

FAQs on Cube Wealth

What is Cube Wealth's business model?

Cube Wealth's core value proposition centers on "You've built the career. We'll build the freedom." — simplified, curated investing, MAP philosophy: Multiple asset classes, SEBI-registered Advisors, Personalized support, Dedicated Wealth Coach reachable on WhatsApp for guidance.

How does Cube Wealth make money?

Cube Wealth's cited revenue streams include Cube Prime annual membership priced at ₹10,000/year, Cube Plus tier, complimentary for users with AUM above ₹15 lakh.

Sources & corrections. Every fact on this page is compiled from cited public sources — follow the “source” links beside each entry. · Last verified 15 Jul 2026. · Report a correction