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Cube Wealth: India's Pioneer For Diversifying Investments Across Continents

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December 4, 2024

The Importance of Portfolio Analysis: Aligning Investments with Your Financial Goals

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 Investment Tips Blogs

Cube Wealth: India's Pioneer For Diversifying Investments Across Continents

The Importance of Portfolio Analysis: Aligning Investments with Your Financial Goals

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Financial Investment Tips Blogs

Cube Wealth: India's Pioneer For Diversifying Investments Across Continents

The Importance of Portfolio Analysis: Aligning Investments with Your Financial Goals

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Company

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How to Download Your Consolidated Account Statement (CAS)