CREATING WEALTH AND VALUE FOR YOU
KUBER WEALTH MANAGEMENT
ABOUT US
Kuber Wealth Management was founded after years of working in the financial services industry. We provide wealth management services that help you manage and multiply your wealth through personalised advisory and structured planning.
We work with a single minded objective of creating wealth and value for our investors.
For details about our investment process as well as our level of involvement, get in touch with us.
OUR SERVICES
It starts from knowing where you are to where you want to be and then planning for it. We can help you identify and prioritise your investment goals and devise a plan to reach them through our expert services
Investing is a trust business.
Connecting with our investors is the first and the most crucial step we take to get started.
We ensure convenient and hassle free experience through paperless transactions.
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HOW WE WORK
Our Edge
FINANCIAL HEALTH ANALYSIS
We understand that no two people are alike when it comes to investing. Financial profile and risk assessment is the foundation upon which investment portfolios are built & provide clear insight on the investment instruments optimal for your requirements.
GOAL DRIVEN INVESTMENT ROADMAP
Everyone has different goals at various junctures of life. Its imperative to outline your specific goals and do the right planning to achieve the desired outcome. We provide advisory for comprehensive investment planning and future roadmap.
CUSTOMISED PORTFOLIO CREATION
We design and customise your portfolio based on a combination of your unique situation and leading market indicators. The asset allocation is carefully chosen to create the right balance of risk v/s return for your portfolio.
MONITORING AND REBALANCING
We conduct periodic reviews on your investment portfolio to monitor, rebalance and optimise your asset allocation. Reviews make a critical difference in reducing risk & maximising return on your investments.
PAPERLESS TRANSACTIONS
We make investing process easy and convenient with paperless transactions. Having 360 degree view of your investments online gives you complete control and flexibility to track your portfolio in real time.
OUR PEOPLE
We are a powerful team made up of seasoned industry experts and experienced minds who research and analyse the financial market on consistent basis. Our efforts are focused on providing best strategy and solutions to suit each investor's need.
Check out the faces behind Kuber Wealth Management and get in touch if you’d like to speak to anyone in particular.
NALIN KUMAR
CEO
​Financial Advisor, Investment Expert and Consultant
Nalin is an accomplished investment banker with 2 decades of experience in managing large businesses and investments in financial services industry. He has been CIO at SREI (SAIML), CEO - Corporate and Investment Bank at First Rand Bank and has held senior leadership position at JM Morgan Stanley, Merrill Lynch and JP Morgan.
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Nalin is MBA from IIM Kolkata and Engineer from IIT Kharagpur
SHILPI CHANDIRAMANI
CMO
Financial Consultant
Shilpi has over 15 years of Business Development experience in IT services industry. Her focus is to educate customers on wise investment strategies. Having worked in leadership role at Tech Mahindra, Aptech and GE Capital, she brings the vision to provide enhanced customer service experience through the right blend of technology.
Shilpi is an Electronics Engineer with Executive MBA from IIT Bombay
ASHOK JAIN
COO
Financial Analyst
Ashok is a Licensed International Financial Analyst (LIFA Charter holder) He has around 15 years of  experience in equity markets, primarily in equity research and portfolio management. He has worked with Asit C Mehta Investment Intermediates and Kotak Securities. He was Principal Analyst at ET NOW. He has expertise in formulating derivative strategies and investing in equities and mutual funds.
SUMIT CHANDIRAMANI
Insurance Specialist
Sumit is an expert insurance advisor who has been in the insurance industry for more than a decade and has made considerable impact with his sound knowledge, depth and breadth of his rich experience.
He has received more than 20 awards that are testimonial of his services and satisfied base of customers he has.
CONTACT US
We would love to hear from you. Wish to know more? Got any questions regarding our work process? Get in touch with us today to schedule an appointment with our investment team.
