Financial Expertise Blogs

Learn how to invest and grow your wealth with Cube.

SIP vs Lump Sum: What’s the Smarter Choice When Markets Are at an All-Time High?

Confused between SIP and lump sum at market highs? Understand rupee cost averaging, STP strategy, risks, and long-term returns for Indian investors.

January 3, 2026

Mid-Cap Mutual Funds After the Small-Cap Rally: Opportunity or Risk?

Small-caps corrected, mid-caps stable. Should you invest now? Learn SIP vs lump sum strategies, risks, and ideal allocation for 2025.

December 26, 2025

Why Your Mutual Fund Is Not Giving Returns (Even When the Market Is Up)?

Market up but portfolio down? Learn why mutual funds underperform, how to spot behaviour gaps, and what Indian investors should fix.

November 20, 2025

When Should You Sell Mutual Funds?

Is 2026 the right time to sell your mutual funds? Learn how to time your exits based on life goals, not market panic. Explore tax rules, common myths, and smart withdrawal strategies here.

September 20, 2025

Why Is the Price of Gold Increasing in India in 2025?

Discover why gold prices are increasing in India in 2025. Learn about RBI’s SGB policy, gold vs equity & bonds, gold-to-silver ratio, and expert tips from Cube Wealth coaches.

August 26, 2025

Why You Shouldn’t Judge a Mutual Fund by Its NAV

Thinking low NAV means a better mutual fund? Think again. Learn why NAV is irrelevant and what truly matters for your investments.

July 31, 2025

Can You Trust AI with Your Money? A Deep Dive into AI in Wealth Management in India

Explore how AI in wealth management helps Indian investors and advisors with portfolio planning, robo-advisors, risk alerts, and financial tools in 2025.

July 2, 2025

Your Passport to Global Wealth: Unlocking Opportunities with GIFT City Funds

Discover how GIFT City funds empower Indian investors to diversify globally, gain tax benefits, and secure their financial future. Explore GIFT City PMS for resilient, internationally viable wealth creation.

May 19, 2025

Passive Income Ideas in India in 2025: Your Path to Financial Freedom

Discover top passive income ideas in India for 2025 to achieve financial freedom. Start building wealth today!

May 9, 2025

Master Your Money Mindset: Understand Behavioural Finance and Investor Psychology

Your biggest financial enemy might not be market crashes or bad advice—it could be your own brain. This blog unpacks how behavioural finance and investor psychology shape your money decisions, often without you realizing it. From herd behaviour during IPOs to loss aversion and overconfidence, we break down the biases that quietly sabotage even the smartest investors. Packed with real Indian examples, expert insights, and actionable tips, this guide is your first step to mastering your money mindset. Want to stop making emotional money mistakes? Read the full blog to take control of your financial future.

April 27, 2025

Trade Wars and Your Portfolio: Navigating the Tariff Landscape in 2025

Discover how the 2025 US tariffs are impacting Indian investments. Learn about market volatility, strategic sector selection, and actionable tips for protecting your portfolio. From gold as a safe haven to navigating export challenges, this guide helps Indian investors thrive during trade wars with practical advice for mutual funds, stocks, and diversification strategies.

April 4, 2025

Specialized Investment Funds (SIF) in India: A Promising But Unproven Investment Avenue

SIFs vs. Mutual Funds vs. PMS: Understand the differences and find out which investment vehicle aligns with your financial goals and risk tolerance. Learn how to select the right SIF.

Grow your money without wasting time

on stock picking, poring over excel sheets, financial news, analyzing market trends, tracking the Sensex, researching company fundamentals, comparing mutual funds, reading financial reports, trying to predict the future & losing your sanity!

Start investing right away

We’ll email your personalised mutual fund review in a few days—our experts, who have 40+ years of experience, go beyond quick algorithms to deliver deep, customised insights.

To get recommendations aligned with your goals, fill out your risk profile here.

For any questions, feel free to reach us at wealth@bankoncube.com

Go to CAMS Website, Click here
Fill out the form:

Statement Type: Choose "Detailed (Includes transaction listing)”
Period: Choose "Specific Period"
From Date: Enter "1 January 2000" (Do it this way for convenience)
Folio Listing: Choose "Without zero balance folios"
Email: Enter your email address linked to your folios
PAN: Enter your PAN number (optional)
Password: Create a password to protect your file (eg Cube@2025)
Confirm Password: Type the same password again

Click "Submit". Your CAS statement will be sent to your email
Return here, upload the CAS, and enter the chosen password to allow us to analyze it

Got your CAS?

Financial Expertise Blogs

SIP vs Lump Sum: What’s the Smarter Choice When Markets Are at an All-Time High?

Mid-Cap Mutual Funds After the Small-Cap Rally: Opportunity or Risk?

Why Your Mutual Fund Is Not Giving Returns (Even When the Market Is Up)?

When Should You Sell Mutual Funds?

Why Is the Price of Gold Increasing in India in 2025?

Why You Shouldn’t Judge a Mutual Fund by Its NAV

Can You Trust AI with Your Money? A Deep Dive into AI in Wealth Management in India

Your Passport to Global Wealth: Unlocking Opportunities with GIFT City Funds

Passive Income Ideas in India in 2025: Your Path to Financial Freedom

Master Your Money Mindset: Understand Behavioural Finance and Investor Psychology

Trade Wars and Your Portfolio: Navigating the Tariff Landscape in 2025

Specialized Investment Funds (SIF) in India: A Promising But Unproven Investment Avenue

Explore

Company

Quick Links

Financial Expertise Blogs

SIP vs Lump Sum: What’s the Smarter Choice When Markets Are at an All-Time High?

Mid-Cap Mutual Funds After the Small-Cap Rally: Opportunity or Risk?

Why Your Mutual Fund Is Not Giving Returns (Even When the Market Is Up)?

When Should You Sell Mutual Funds?

Why Is the Price of Gold Increasing in India in 2025?

Why You Shouldn’t Judge a Mutual Fund by Its NAV

Can You Trust AI with Your Money? A Deep Dive into AI in Wealth Management in India

Your Passport to Global Wealth: Unlocking Opportunities with GIFT City Funds

Passive Income Ideas in India in 2025: Your Path to Financial Freedom

Master Your Money Mindset: Understand Behavioural Finance and Investor Psychology

Trade Wars and Your Portfolio: Navigating the Tariff Landscape in 2025

Specialized Investment Funds (SIF) in India: A Promising But Unproven Investment Avenue

Enter Details For Your Wealth Coach

Explore

Company

Quick Links

Unlock Your Portfolio's Potential!

Upload your mutual fund statement for tailored recommendations and a comprehensive portfolio review.

Upload Your Consolidated Account Statement from CAMS

How to Download Your Consolidated Account Statement (CAS)