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Financial freedom; how Venkat is achieving it

This is Venkat. His goal is to create wealth for a stress-free life with financial freedom. Read his Cube Wealth story.
November 8, 2024
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This is Venkat. His goal is to create wealth for a stress-free life with financial freedom. A life with minimal debt, cash for his child’s education, lots of international travel and always having enough for emergencies.

Venkat returned to India after spending the last 14 years in the US working in the public water sector. It was the right time to come home to Mumbai for his wife and son.

Within the Water sector, Venkat held roles from business development, strategy, technology, planning, and asset management.

Venkat's investing history pre Cube Wealth

In the US, Venkat initially invested in mutual funds online. He invested in a US retirement plan. A company sponsored 401K which include mainly US equity. Later, he also invested in Index funds (US indices) to fund some short term goals like vacations and weddings.  

He used apps/platforms such as Robinhood, Charles Schwab, Mint.com, etc which he found via self-research. He enjoyed the simplicity of online investment options. Venkat only invested in Mutual Funds due to visa restrictions as an Indian citizen in the US. On the bright side, Mutual Funds in the US are simple to invest in. Overall his US portfolio returns 5 to 8%. Not exactly enough to create financial freedom. You can consult a

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