At Rubik Wealth, we don’t sell financial products, we engineer intelligent portfolios driven by research, powered by technology, and guided by ethics to make investing more scientific, ethical, and personalized
Rahul Jawahar, Founder & CEO
India is experiencing a rapid shift in the wealth management sector, but the industry is still struggling with critical issues like information saturation, prejudices in behavior, and taxation problems. In the modern financial world, full of financial products and data, investors frequently find it difficult to distinguish between informative and noisy signals.
With wealth management moving to selling products to portfolio engineering, there is an increased demand for personalized, science-based, and technology-intensive strategies that assist clients in making informed, disciplined, and rational investment decisions.
Rubik Wealth, under the leadership of Rahul Jawahar, bridges this gap with a research-first, AI-powered, and boutique approach to wealth creation. With over two decades of leadership experience across major financial institutions, Rubik Wealth offers 360° investment solutions across Mutual Funds, PMS, AIFs, Bonds, NPS, and Global Investments.
Redefining Wealth Management Through Research & Technology
Rubik Wealth differentiates itself by integrating technology, research, and behavioral intelligence into one seamless wealth architecture. Unlike traditional distributors, the firm unifies every product class into a transparent, data-driven ecosystem that empowers investors with clarity and discipline.
Its regulatory credibility is anchored by AMFI registration and PFRDA license —placing Rubik Wealth among a select few firms authorized to offer retirement advisory services in India.
At the heart of Rubik Wealth’s innovation lies its proprietary research ecosystem, built on a series of advanced analytical frameworks that redefine wealth intelligence. Rubik Fund Intelligence serves as a powerful mutual fund analytics engine, while Rubik Hybrid Edge integrates valuation, sentiment, and momentum to deliver deep equity insights.
The Goal- Based Boutique Intelligence framework personalizes financial planning through precise goal-mapping, and AltEdge focuses on alternative investments and event-based strategies to capture unique market opportunities.
Complementing these, Rubik Wealth Engineering transforms complex data into real-time, actionable insights. Together, these systems ensure that every client recommendation is guided by data, discipline, and insight—free from product bias.
At Rubik Wealth, we don’t sell financial products, we engineer intelligent portfolios driven by research, powered by technology, and guided by ethics to make investing more scientific, ethical, and personalizedRahul Jawahar, Founder & CEO
Rubik Wealth’s philosophy—“Research leads, Technology supports, and Ethics govern”—is the foundation of its client experience. Every portfolio is constructed with a balance of human judgment and machine precision, ensuring alignment with each client’s life goals, liquidity needs, and risk appetite.
Through its digital-first platform, clients enjoy complete transparency, smart risk calibration, and real-time tracking of their portfolios.
“At Rubik Wealth, we don’t sell financial products— we engineer intelligent portfolios. Our mission is to make investing more scientific, ethical, and personalized. Research is our backbone, technology our catalyst, and ethics our compass”, says Rahul Jawahar, Founder & CEO, Rubik Wealth.
Vision for the Future
With over 25 years of leadership experience at institutions such as Standard Chartered, HDFC Bank, Edelweiss, and CXO level at Leading Fintechs, Rahul Jawahar established Rubik Wealth to bridge the gap between legacy distribution models and modern, intelligence-led advisory.
The firm now aims to evolve into a fully AI-orchestrated wealth platform that integrates behavioural analytics, macro research, and global benchmarks to deliver globally benchmarked, ethical investing intelligence.
In the future, the firm seeks to establish itself as an all-AI-based wealth advisory platform that provides high-net-worth and wealthy individuals with intelligent, ethical, and globally benchmarked insights into investments.
Rubik Wealth envisions building an intelligent investment brain that continuously learns from markets, anticipates risk cycles, and optimizes client outcomes—pioneering the next generation of boutique wealth management in India.
By blending ethics, analytics, and intelligence, Rubik Wealth isn’t just orchestrating portfolios— it’s engineering wealth for a smarter and more transparent future.
