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NIFTY 5023,865.75▼0.34%
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Kubeerra
HomeAbout Kubeerra
About Kubeerra

About Kubeerra

Learn about Kubeerra and Dhariwal Securities Private Limited.

About Kubeerra

Helping Families Build Wealth With Confidence

About us

Kubeerra is the digital brand of Dhariwal Securities Private Limited, created to provide customers with a convenient and organized way to access financial products and related services. Our platform brings together Mutual Funds, Loans and Insurance within a simple digital environment where customers can explore information, understand available options and connect with our team for service-related assistance.

Financial products can often involve multiple processes, documents and service providers. Kubeerra has been developed with the objective of making this experience easier to navigate. Instead of dealing with scattered information and multiple touchpoints, customers can access relevant product categories and supporting services through one platform.

Our Approach

At Kubeerra, we believe that access to financial products should begin with clear information and a straightforward experience. Our platform is structured to help customers explore available products without unnecessary complexity.

We focus on presenting relevant information in an easy-to-understand manner while maintaining appropriate disclosures and product-related documentation. Customers can review available services, use digital tools where applicable and connect with our team whenever service assistance is required.

3Core Offerings
3Founders
ARN-369716AMFI ARN
E-708284EUIN
Founder Message

The People Behind Kubeerra

FOUNDER
Harish Mehta

Successful investing is not about predicting markets. It's about staying invested, staying disciplined and staying focused on your goals.

Harish Mehta

Founder

Part of the founding team behind Kubeerra and Dhariwal Securities Private Limited, contributing to the development of a customer-focused financial products platform.

Founder Message

The People Behind Kubeerra

FOUNDER
Sanjeev Malhotra

Successful investing is not about predicting markets. It's about staying invested, staying disciplined and staying focused on your goals.

Sanjeev Malhotra

Founder

Part of the founding team behind Kubeerra and Dhariwal Securities Private Limited, supporting the company's focus on accessible financial products and customer service.

Founder Message

The People Behind Kubeerra

FOUNDER
Shuvendu Gupta

Successful investing is not about predicting markets. It's about staying invested, staying disciplined and staying focused on your goals.

Shuvendu Gupta

Founder

Part of the founding team behind Kubeerra and Dhariwal Securities Private Limited, contributing to the platform's digital experience and service-oriented approach.

Our Philosophy

Driven By Purpose. Powered By Trust.

Everything we do starts with a question: what outcome is genuinely best for this client? That question shapes every recommendation, every portfolio and every conversation we have.

01

Our Vision

Our vision is to build a dependable digital platform where customers can conveniently explore available financial products and access service-related support in one place.

02

Our Mission

Our mission is to provide customers with convenient access to Mutual Funds, Loans and Insurance through a simple digital experience supported by clear product information and responsive service.

03

Our Values

We value transparency, simplicity, responsible communication, customer service and secure handling of information. These principles guide how we present our products and interact with customers.

Why Choose Us

A Convenient Way to Access Financial Products

Designed to make product discovery, information access and service interaction straightforward.

Schedule a Meeting

Manage wealth in one place

Track your portfolio

Secure wealth/document vault

Get personalized insights

Direct advisor access

Client Testimonials

What Our
Investors Say

Trusted by investors who believe in disciplined wealth creation and long-term financial planning.

Amit Sharma

Amit Sharma

Investor Since 2018

The guidance and investment strategy helped us stay disciplined and achieve our long-term financial goals with confidence.
Neha Verma

Neha Verma

Working Professional

Their SIP planning approach completely changed how I look at long-term investing. I now have a clear path to financial freedom.
Rohit Jain

Rohit Jain

Business Owner

Professional advice and portfolio reviews have helped me stay focused on my financial goals despite market volatility.
FAQ

Frequently Asked Questions

We serve salaried professionals, business owners and families across all life stages — from first-time investors starting with a ₹500 SIP to HNIs seeking comprehensive wealth management solutions.