Simplifying Wealth
for every Indian.
Building long-term financial security through disciplined and goal-oriented investing.
Kuberzo is a mutual fund distribution platform committed to helping individuals and families work towards their long-term financial goals through disciplined and goal-oriented investing. Founded in 2025 by Ayush Agrawal AMFI-registered Mutual Fund Distributor (ARN -347606), the firm was built with a clear purpose — to make investing simple, accessible, and trustworthy for every Indian.
We focus on understanding each investor’s financial goals, risk appetite, and investment journey before facilitating suitable mutual fund investment options. Built on trust and transparency, our approach is designed to help clients make informed investment decisions with confidence.
The Kuberzo Value
"At Kuberzo, we believe that investing is not about chasing returns — it is about achieving life goals."
Meet the Founder
The vision behind Kuberzo is rooted in trust, disciplined investing, and long-term financial planning.
Ayush Agrawal is the Founder of Kuberzo, a goal-based mutual fund investment platform focused on making wealth creation simple, transparent, and accessible for every Indian investor.
With over five years of experience in banking, financial services, and mutual funds, Ayush has worked across strategic partnerships, operations, and digital growth. Before founding Kuberzo, he was associated with DSP Mutual Fund, where he gained hands-on experience in the mutual fund industry and investor engagement. Prior to that, he served as a Probationary Officer at Central Bank of India, developing a strong understanding of banking, financial products, and customer relationships. Ayush holds a B.Tech from Harcourt Butler Technical University (HBTU), Kanpur, and an MBA from the Indian Institute of Management Visakhapatnam (IIM Visakhapatnam).
At Kuberzo, his vision is to help individuals move beyond simply investing in mutual funds by focusing on comprehensive financial planning. He believes that successful investing starts with clearly defined goals, disciplined investing, and informed decision-making rather than chasing short-term market movements. Under his leadership, Kuberzo is building a platform that combines technology, research, and investor education to simplify long-term wealth creation.
Purpose & Values
Driven by transparency and the goal of financial awareness for every family.
Our Mission
To make mutual fund investing simple, transparent, and accessible to every individual in India — reaching even the last person of this country — by providing honest guidance, goal-based planning, and long-term wealth creation strategies built on trust and education.
Our Vision
To build Kuberzo into a trusted household name in financial advisory, empowering millions of Indians to invest confidently, systematically, and wisely. We envision a financially aware India where every family participates in wealth creation.