<?xml version="1.0" encoding="utf-8" standalone="yes"?><rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom"><channel><title>Wealth Management on WebNotes</title><link>https://v2.webnotes.in/categories/wealth-management/</link><description>Recent content in Wealth Management on WebNotes</description><generator>Hugo</generator><language>en-IN</language><lastBuildDate>Tue, 12 May 2026 00:00:00 +0000</lastBuildDate><atom:link href="https://v2.webnotes.in/categories/wealth-management/index.xml" rel="self" type="application/rss+xml"/><item><title>Cube Wealth</title><link>https://v2.webnotes.in/cube-wealth/</link><pubDate>Tue, 12 May 2026 00:00:00 +0000</pubDate><guid>https://v2.webnotes.in/cube-wealth/</guid><description>&lt;p&gt;&lt;strong&gt;Cube Wealth&lt;/strong&gt; is an Indian multi-asset wealth management platform operated by Cube Wealth Solutions Private Limited, accessible at cubewealth.io. The platform offers direct plan mutual fund investing, P2P (peer-to-peer) lending investment access, US equity investing, and other alternative asset options within a single app interface. Cube Wealth holds a SEBI registration as an investment adviser (RIA) and an AMFI ARN registration for mutual fund distribution.&lt;/p&gt;
&lt;p&gt;Cube Wealth distinguishes itself from single-asset direct-plan platforms such as &lt;a href="https://v2.webnotes.in/kuvera/"&gt;Kuvera&lt;/a&gt;
 and &lt;a href="https://v2.webnotes.in/scripbox/"&gt;Scripbox&lt;/a&gt;
 by aggregating multiple asset classes &amp;ndash; mutual funds, P2P loans, US stocks, and gold &amp;ndash; under a unified portfolio view and advisory framework, targeting investors who want curated multi-asset diversification beyond the conventional MF-only investing experience.&lt;/p&gt;</description></item><item><title>INDwealth</title><link>https://v2.webnotes.in/indwealth/</link><pubDate>Tue, 12 May 2026 00:00:00 +0000</pubDate><guid>https://v2.webnotes.in/indwealth/</guid><description>&lt;p&gt;&lt;strong&gt;INDwealth&lt;/strong&gt; is the premium wealth management sub-brand operated by &lt;a href="https://v2.webnotes.in/indmoney/"&gt;INDmoney&lt;/a&gt;
 (INDmoney Private Limited), targeting high-net-worth individual (HNI) and ultra-HNI investors who seek personalised portfolio management alongside the broader INDmoney platform&amp;rsquo;s aggregation and direct-plan investing capabilities.&lt;/p&gt;
&lt;p&gt;INDwealth operates under the SEBI registered investment adviser (RIA) registration held by INDmoney Private Limited, providing fee-based advice and personalised portfolio construction rather than the self-directed direct-plan investing model of the mass-market INDmoney platform. INDwealth charges a fee based on assets under advice (AUA), consistent with the RIA fee models permitted under the SEBI (Investment Advisers) Regulations 2013 and the 2020 amendment.&lt;/p&gt;</description></item></channel></rss>