Kuberzo

About Kuberzo

Kuberzo is a technology-driven mutual fund investment platform founded by Ayush Agrawal, designed to make mutual fund investing simple, transparent, and goal-oriented. The platform enables investors to explore and invest in mutual funds through SIPs and lumpsum investments, while providing tools and personalized support to make better-informed investment decisions.
 

Kuberzo offers mutual fund recommendations, portfolio analysis, risk assessment, SIP planning, goal-based investment planning, portfolio reviews, investment tracking, and investment calculators. The platform helps investors understand their existing investments, evaluate their portfolios, identify gaps, and align investments with their financial goals, investment horizon, and risk profile.
 

The platform combines technology, data-driven tools, and human support to simplify the investment journey for both new and experienced investors. Kuberzo is built to support long-term financial goals such as wealth creation, retirement planning, children's education, and other major financial milestones.
 

Kuberzo was founded by Ayush Agrawal, an HBTU Kanpur graduate and IIM Visakhapatnam MBA, with professional experience across banking, mutual funds, strategic partnerships, operations, and digital marketing, including experience with DSP Mutual Fund.
 

Kuberzo is an AMFI-registered mutual fund distributor providing mutual fund distribution and investment-related services.