TODAY'S BASKETS
Choose The Plan that Suits You
Expert-managed Portfolios for High-value Investments
Why Should You Choose Rupee Rakshak?
Who should be handling your money, is it an Advisor or a Distributor?
- Only companies with SEBI RIA number allotted is an Advisor, WHEREAS an insurance agent, Mutual Fund advisor, Sub-broker and stock brokers are distributors
- Advisor understands that client needs, risk profile and help achieve his future goals, WHEREAS a distributor helps client in buying/selling transaction and provide reports
- Advisor charges Fee for advice as per SEBI regulations, maintains high professional standards, WHEREAS Distributor gets his commissions from the company based on the product that he sells for them.
How can I trust an Advisor or a company?
- Check SEBI's website to see if the entity is registered. Let's quickly head up to Sebi and see. Finmo…there it is.
- Service Cost - Do not purchase anything that is free or has the lowest fee; In Rupee Rakshak there is a nominal fee, for every advisory basket which covers research, people and platform cost
- At Rupee Rakshak, we provide references so that you can speak with our willing clients and verify information about us.
- Rupee Raskahk provides personalized guidance with our user-friendly platform along with the team's personalized attention and not an automated voice bot.
Welcome to Ease of Investing, Step into Convenience!
- Rupee Rakshak has made stock investing easy! You have 32 advisor-curated stock baskets that represent every market cap, every sector, and every theme.
- Choose the basket that suits you for your risk reward and subscribe. You can connect with a choice of 19 brokers, which include Zerodha, Icici, HDFC, Motilal OSWAL, Kotak.
- Rupee Raskahk makes your mutual fund investing simple and easy. Pick from over 60 baskets that match your needs or life goals, like annual expenses, emergencies, tax savings, retirement planning, and kid education.
- Rupee Rakshak offers advantages to its customers with bond baskets containing the highest-yielding bonds with higher safety. In Rupee Rakshak, what you find is a combination of an expert advisor and an easy, one-stop platform.
FAMILY WEALTH BUILDER
Comprehensive financial planning and advice for families.
1. Look at your family's assets, debts, income, and spending
2. Figure out how much money the family will need for future goals
3. Get an expert view of your family's current wealth
4. Get a plan for reorganising your funds and put it into action
FINVEST
Portfolio Advisory for your specific needs in terms of return and cash.
1. Advice on how to get the right mix of asset types in the Indian and US markets.
2. The mix of assets is Choosen based on the size of your investment, your unique needs, and the return performance you want to achieve.
3. You can choose from risk types that are conservative, moderate, or aggressive.
4. Portfolio provision to meet your normal and emergency cash needs.
