Ep 34: Living Life in Multiple Currencies: How to Stay on Track with your Lifetime Financial Planning as an International

House of Peregrine

Rohit Nadhani, co-founder of Kubera, speaks with us today about the reasons behind starting Kubera (his 4th company) and how the platform helps global citizens manage their finances. Rohit explains that Kubera was born out of a personal need to track his complex financial portfolio, spread across various currencies and assets. Traditional financial tools, often designed for specific markets, couldn't offer the comprehensive global perspective he needed, which led him to create Kubera—a streamlined solution for tracking and managing wealth across multiple assets, currencies, and geographies.

Rohit emphasizes the importance of managing wealth in different currencies, especially for those living internationally or earning in one currency while spending in another. He points out how Kubera helps individuals make smarter financial decisions by offering real-time data, focusing on security, and maintaining user privacy. Unlike other platforms that use customer data to sell financial products, Kubera follows a subscription-based model, ensuring that user data remains private.

Rohit also discusses how Kubera's simplicity and user-friendly design make it accessible to anyone, from individuals with basic financial needs to those managing complex portfolios involving LLCs or trusts.

Rohit created Kubera to empower global citizens to take control of their finances, providing them with a comprehensive view of their wealth, and giving them the tools to make informed decisions, especially in a world where few financial advisors have expertise in multi-currency living.

Key Moments:

• Rohit's motivation for founding Kubera: Filling the gap in managing complex financial portfolios across currencies.
• The importance of managing wealth in multiple currencies for international individuals.
• Kubera’s privacy-first model: How it differs from other platforms that monetize user data.
• Ease of use: Kubera’s design for tracking various assets and investments globally, even for those with complex setups.
• Kubera’s service tiers: Personal, Single Family Office, and white-label options for financial advisors.
• Empowering global citizens: Providing tools for those living and

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