Absolutely! We serve clients across India through online consultations via Zoom and Google Meet. Location is never a barrier.
You can reach out to your advisor anytime for plan adjustments. Premium and Elite clients receive proactive quarterly reviews to keep plans current.
Insurance
No. WealthKube is a fee-only advisory firm. We are paid only by our clients, never by product companies — ensuring truly conflict-free advice.
We primarily recommend pure term life insurance for life cover and separate health insurance for medical expenses. We help you avoid expensive investment-linked policies.
Investment
There is no minimum investment to start working with us. We have helped clients starting from ₹500/month SIPs to crore-level portfolios.
Our clients have historically achieved 14–18% annualised returns depending on their risk profile and investment horizon. Past performance is indicative but not guaranteed.
Planning
Yes! Your first 30-minute discovery consultation is completely free with no obligations. We use this time to understand your situation and goals.
After the discovery call and data collection, your comprehensive written financial plan is typically delivered within 5–7 working days.
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