Minimum consolidated asset requirement is $250K. This does not have to be in one single account. You may have multiple accounts (eg. one account can have 150K and the other can have 100K)

Our fees are based on assets under management (AUM). More the AUM, lesser the fees. Please refer to the Fee Structure on our website.

The fees are charged on a pro-rata basis. Essentially, you are charged only for the number of days your account is under our management.

We do not offer guarantee against capital loss but use innovative hedging mechanism to achieve your expected ROI (Return On Investments)

The best way to answer this is to have a 1 hour free consulting so you know how exactly your money will be managed.

We need a minimum of 2 week notice so we can make the funds available.

Kuber means “Lord of wealth” in Hindu mythology.

We use Interactive Brokers (IBKR) as the custodian of your assets. You will receive an email to open a brokerage account with IBKR. The account opening process is fully electronic. Once the account is open and approved you will be able to fund the account from your Bank account. If your assets are currently with another institution then you will get an option to transfer them to your IBKR account. Note: there is no need to liquidate any assets before transferring to IBKR. Lastly, you are the only one who has the ability to deposit/withdraw funds from your account. We just have the trading privileges in your account on your behalf.

Great question. Yes we work with Interactive Brokers (IBKR) to facilitate this. We will open a brokerage account with IBKR for you. You can transfer funds into this account in USD. Note: IBKR does not offer currency conversion services. You will have to give wire instructions to your bank. The Bank will convert from INR to USD at the prevailing exchange rate and then wire to your IBKR account. Once we have the funds, we can start trading in US securities. Lastly, please note that you have full control of this account just like any other bank account. You will be able to withdraw/deposit funds at your own discretion. The funds remain in your account and we have the discretion to trade securities on your behalf.  We charge a nominal fee to manage your portfolio. Please click here for our fee structure. If you have any questions please feel free to contact us.