Mutual Fund Distribution
Goal-linked selection and periodic review of suitable mutual fund categories through regular plans, subject to KYC and applicable regulations
Protection • Discipline • Growth
हर समृद्धि के पीछे एक मजबूत कवच।
Build wealth with a stronger shield
Kuberakavach Wealth helps individuals, families and businesses bring structure to financial decisions through thoughtful asset allocation, disciplined investing and continuous portfolio reviews
Goal-aligned planning
Transparent communication
Long-term perspective
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About Kuberakavach
Wealth deserves both ambition and protection
Kuberakavach Wealth is built around a simple belief: financial growth becomes meaningful when it is supported by clarity, risk awareness and a disciplined process We help clients organise their financial lives, evaluate suitable investment routes and remain aligned with long-term priorities
Our approach begins with understanding your responsibilities, liquidity needs, time horizon and comfort with market movement Solutions are then reviewed periodically so that your portfolio can evolve with your life—not merely react to headlines
Why Us ?
Client First
Recommendations begin with your objectives and constraints
Process Led
Decisions follow a documented and repeatable framework
Risk Aware
Downside, liquidity and concentration are considered carefully
Clearly Explained
You should understand what you hold and why you hold it
Core Services
Solutions for every stage of the WEALTH journey
Portfolio Construction
A structured allocation across relevant asset classes based on goals, horizon, liquidity and risk profile
Investment Banking
Transaction support across capital raising, strategic financing and selected investment-banking requirements through appropriately authorised entities and partners
Family Office Services
Coordinated support for family wealth organisation, reporting, succession planning and access to qualified legal, tax and investment professionals
Alternative Solutions
Access to PMS, AIF or other permitted solutions only where eligibility, suitability and distributor registrations are in place
Corporate Financial Solutions
Selected corporate treasury, funding or investment-banking support through appropriately authorised entities and partners
MSME IPO Support
Support for eligible MSMEs preparing for SME exchange listings, including readiness assessment, transaction coordination and access to appropriately authorised intermediaries and advisors
Our Philosophy
Prepare for uncertainty instead of trying to predict everything
Markets change Good financial behaviour, sensible diversification and a clearly defined review process remain useful across cycles
Trust
Build relationships through clear communication, documented expectations and responsible conduct
Transparency
Explain product features, risks, costs and distributor compensation in plain language
Discipline
Follow allocation and review rules rather than making decisions from fear or excitement
Continuity
Keep financial arrangements organised so families can act confidently across life transitions
Our Vision
To become a trusted financial distribution and wealth-solutions firm known for protecting client interests, simplifying decisions and supporting long-term prosperity
Our Mission
To help clients build resilient financial frameworks through suitable products, disciplined asset allocation, regular reviews and transparent service
Our Process
A structured journey from discovery to review
Understand
Collect information about goals, income, assets, liabilities, dependants, protection and liquidity
Assess
Discuss time horizon, past investment behaviour, capacity for loss and comfort with volatility
Structure
Create a goal-linked allocation framework and identify suitable product categories
Implement
Complete documentation, KYC and transactions only after the client understands key features and risks
Review
Monitor progress, rebalance when appropriate and update the framework when circumstances change
Planning Solutions
Practical frameworks for real financial goals
Retirement Cashflow Framework
Balance growth, stability and withdrawal needs across different time buckets
Portfolio Safety Framework
Review emergency reserves, debt allocation and concentration before increasing growth exposure
Education Funding Plan
Estimate future costs and build a contribution plan aligned with the target year
Systematic Investing Plan
Create a repeatable contribution schedule and review it as income and goals evolve
Asset Allocation Review
Assess equity, debt, gold, cash and other permitted exposures as one combined portfolio
Family Financial Record
Organise account details, nominations and key contacts to improve continuity for the family
Founder & Leadership
Sandip Kundu
Founder, Kuberakavach Wealth
“Long-term wealth is built through clarity, intelligent risk management and the discipline to follow a well-defined process”
Sandip Kundu has spent close to two decades in India’s mutual fund and alternative investment industry, with a mandate spanning fund formation, institutional capital raising, and transaction execution across both the buy side and the sell side
He has carried funds from structuring through to close, including a ₹200 crore Category II Alternative Investment Fund constituted in full compliance with the SEBI regulatory framework, and a ₹500 crore distressed-asset vehicle for which he held end-to-end responsibility as Director of Investor Relations at Great Value Capital
During his tenure at Vistra ITCL, he held oversight of investor relations and fund administration across a portfolio exceeding 400 AIF and offshore vehicles domiciled in India, Mauritius and the UAE His transaction record extends across growth equity, angel and Series A rounds in the consumer, deeptech and enterprise-software sectors
Mr Kundu is an alumnus of the Indian Institute of Management Calcutta and NMIMS He has also worked extensively with the Startup India ecosystem across Eastern and North Eastern India
Financial Training Programs
Professional learning programs for financial markets and investment careers
NISM Series V-A Mutual Fund Distributors Certification Examination
Certification preparation program for the NISM Series V-A Mutual Fund Distributors examination
NISM Series XIX-C Alternative Investment Fund Managers
Certification preparation program for the NISM Series XIX-C Alternative Investment Fund Managers examination
NISM Series XXI-A Portfolio Management Services PMS Distributors
Preparation program focused on the NISM Series XXI-A Portfolio Management Services Distributors certification
NISM Series V-D Mutual Fund – Specialized Investment Fund Distributors Certification Examination
Preparation program for the NISM Series V-D Specialized Investment Fund Distributors certification examination
Financial Modelling
Practical financial modelling program covering structured analysis and model-building skills
Corporate Finance Fundamentals
Structured learning program covering core corporate finance concepts and financial decision making
Financial Markets
Structured program covering financial markets, instruments and practical market understanding
Advanced Valuation and Strategy – M&A, PE, VC Fund
Advanced program focused on valuation, strategy, mergers and acquisitions, private equity and venture capital
Contact Us
Start with a clear conversation
Tell us what you are planning for
Our team will contact you to understand your requirements and explain the next steps
Kuberakavach Wealth
ARN-367247
Call: 7439443462
Email: sandip@kuberakwealth.com
Office: Workbravo, Kankaria Estate, 5th Floor, Office No. 5-207, 6 Little Russell Street, Maidan, Kolkata, West Bengal - 700071 (Note- Address may change)
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