RupeeWorks

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Welcome To RupeeWorks

We Value Your Dreams

Financial success is not only about how hard we work but also about how hard our money works for us. RupeeWorks specializes in helping you achieve your financial goals through customized solutions created specifically for you. We assist you in,

Identifying and quantifying your financial goals

Mapping suitable and tax-efficient investment products to your goals

Taking care of your family’s health insurance and emergency fund needs to ensure that your investing journey remains uninterrupted

Adequate life insurance to ensure that your family is taken care of even in your absence

Regular portfolio tracking and reviews

Access to investor awareness programs to help you gain knowledge related to personal finance

Our Services & Products

Mutual Funds

Invest in different asset classes through Mutual Funds – a professionally managed, transparent, and well-regulated vehicle for investing. We help you choose suitable funds/schemes based on your goals, risk appetite, and time horizons.

Portfolio Management Services (Distribution)

For a higher investment amount, PMS provides access to tailor-made, thematic, and professionally managed portfolios that can deliver attractive returns. We understand your requirements, risk profile, and time horizon before helping you select the appropriate PMS scheme.

Corporate Fixed Deposits

Corporate Fixed Deposit offered by Financial and Non-Banking financial companies allow you to earn a higher return than traditional bank fixed deposits. It is important that you opt for reputed companies with the highest credit ratings.

Health Insurance

Illnesses and hospitalisations can cause disruptions in our lives and finances. An adequate health insurance policy provides you with a safety net while dealing with such difficult situations. One needs to choose an appropriate policy based on their personal circumstances and requirements while understanding the policy terms and conditions. We can help you with this daunting task.

Life Insurance

Life is uncertain, and one must consider the financial implications for the family if left to carry on without a primary earning member. Ensure financial stability for your family by purchasing adequate life insurance to cover the liabilities and family’s financial requirements, such as day-to-day expenses, children’s education, and your spouse’s old age.

Bonds

Bonds issued by companies or the government allow an investor to earn a fixed interest rate for a fixed tenure. While government bonds have the highest safety ratings, we need to select corporate bonds from companies with high credit ratings, a good reputation, and a good repayment history.

Why RupeeWorks?

At RupeeWorks, we believe in putting you first. The products are customized to suit your requirements and goals. We provide timely service, while keeping you informed at every stage of the process. Transparency and Efficiency are at the heart of our operations. We follow seamless online processes, so that you don’t have to spend your precious time in paperwork or multiple visits related to your investments. We share and review investment reports with you on a regular basis.

We do not promote any particular brand or a company. This enables us to provide you with multiple options (bias-free) to match your needs and goals.

So, you are welcome to our one-stop financial services establishment, that offers you all the above and much more.

Why work with RupeeWorks

Education

Certified Financial Planner™ certification is one of the most reputed and globally recognised certifications. Our approach is holistic and ethical, directed towards enabling our clients to meet their financial goals. While offering our services and products, we place our clients’ interests first.

Experience

With over 12 years of experience in the financial services industry, we are well-equipped to guide our clients well.

Execution

We are the channel partners of Prudent Corporate Advisory Services Ltd, one of the top brokers in India. This enables us to offer excellent services to our clients. Be it a user- friendly platform, access to various reports, fund analysis, or hassle-free online processes, we value our clients’ time and peace of mind.

Testimonial

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