Today we talk with Rohit Nadhani, co-founder of Kubera, to discuss the complexities of managing finances as a global citizen. We all know the importance of understanding investments across multiple currencies but it isn’t always easy or possible to do so and we can loose sight of our goals, important tranches of wealth like crypto or certain bank accounts or just loose sight of how they are compared to each other in our overall financial picture. Kubera can empower individuals to make informed financial decisions and Rohit knows this fist hand as he has lived in both India and the US and has a financial presence in both.

Rohit emphasizes that living in one currency while investing in another presents unique challenges. Many of us rely on gut feelings or surface-level indicators to gauge investment performance. However, Rohit argues that understanding your wealth in various currencies is crucial. For instance, a property that appears to have gone up in value may not be as beneficial if you’re primarily spending in a different currency. This insight can help prevent costly investment mistakes, particularly for those who are managing finances in multiple countries and currencies.

There are many gaps in traditional finance. Many financial advisors lack the nuanced understanding needed to cater to global citizens, leaving individuals to navigate their finances independently. Rohit shares how Kubera’s unique business model prioritizes user privacy and provides a user-friendly platform for managing and visualizing wealth, no matter where you are in your financial journey. Unlike other financial services, Kubera does not sell investment products or use customer data for profit, allowing users to maintain full control over their financial information which we think is a huge plus.

“It’s essential for global citizens to have a comprehensive understanding of their finances.”

Key moments:

  • Understanding Currency Exposure: It’s essential to view your investments in multiple currencies, especially when living or earning in different regions.
  • Preventing Investment Mistakes: Relying solely on gut feelings can lead to significant financial errors; understanding hard numbers is key.
  • Limitations of Traditional Advisors: Many financial advisors may not fully grasp the complexities of global living and investing.
  • Kubera’s Unique Value Proposition: Kubera offers a read-only platform focused on privacy, allowing users to manage their wealth without selling their data.
  • User-Friendly Experience: The platform simplifies financial management, making it easier for users to get started without advanced Excel skills.
  • It’s essential for global citizens, to have a comprehensive understanding of their finances. Kubera stands out as a valuable tool in achieving this goal. If you want to take control of your financial future and gain insights into your wealth across currencies, consider exploring Kubera.
  • To learn more about Kubera and how it can streamline your financial management, visit Kubera.com. Sign up for a free trial and start gaining clarity on your financial situation today!

It’s essential for global citizens to have a comprehensive understanding of their finances. Kubera stands out as a valuable tool in achieving this goal. If you want to take control of your financial future and gain insights into your wealth across currencies, consider exploring Kubera.

To learn more about Kubera and how it can streamline your financial management, visit Kubera.com. Sign up for a free trial and start gaining clarity on your financial situation today!

In fact: Kubera is offering House of Peregrine Members a free year subscription. Learn more by logging into your HOP account.

View the transcript here.