SEBI Registered Investment Advisor Wealth Management India
"Have Every Rupee"
Empowering businesses and individuals across India with strategic financial advisory, comprehensive planning, and expert wealth management solutions rooted in Indian values and global standards.
* Figures are approximate and based on cumulative advisory engagements. Past performance does not guarantee future results. SEBI Reg. No. INA000XXXXXX.
Why Clients Choose Rupyah
Trust, transparency, and excellence in every engagement
Fiduciary Excellence
We operate under the highest fiduciary standards, always placing your interests first. Our recommendations are unbiased, transparent, and aligned with your prosperity.
SEBI Registered — Fee-Only
Registered Investment Advisor under SEBI (IA) Regulations 2013 — Reg. No. INA000XXXXXX. Flat or AUM-based fees only. Zero commissions. Zero referral kickbacks. Your interests, legally protected.
Regulatory Compliance
Fully registered and compliant with SEBI, RBI, and IRDAI regulations. Every engagement follows the letter of Indian financial law — no exceptions, no grey areas.
6 Credentials Across the Team
Our advisors collectively hold CA, CFA, CFP, CPA, MBA (IIM-A), and FRM qualifications — covering every dimension of Indian and international financial planning across 12 cities.
Proven Performance
Two decades of consistent results across multiple market cycles. Our strategies help Indian families and businesses achieve financial goals while actively managing downside risk.
₹5,000 Cr+ Across 3 Market Cycles
We advised through the 2008 global crisis, the 2020 pandemic crash, and the 2022 rate-tightening cycle — maintaining positive outcomes each time. 500+ clients. 20+ years. Zero mis-selling record with SEBI.
← swipe to see more →
Comprehensive Financial Services
End-to-end solutions for your financial journey
Financial Planning & Accounting
Strategic financial planning tailored to Indian tax laws, regulations, and family structures.
- Comprehensive financial analysis
- Tax optimization under Indian IT Act
- Retirement & succession planning
- Cash flow & budget management
Risk Management & Compliance
Robust risk frameworks aligned with SEBI, RBI guidelines and international best practices.
- Enterprise risk assessment
- SEBI & RBI compliance audits
- Internal control frameworks
- Risk mitigation strategies
Corporate Finance & M&A
Expert guidance for mergers, acquisitions, and corporate restructuring in the Indian market.
- Valuation & due diligence
- Deal structuring & negotiation
- Capital raising strategies
- Post-merger integration
Investment Advisory & Wealth Management
Disciplined wealth management across equities, debt, real estate, and alternative investments.
- Portfolio construction & management
- Equity, debt & hybrid strategies
- Asset allocation optimization
- Regular performance reporting
Our Process
Every client engagement follows a disciplined orbit — tap any node to explore each stage in depth
Our Methodology
From first conversation to ongoing advisory — the four pillars of every Rupyah engagement
Discovery & Assessment
We begin with an in-depth understanding of your financial position, family goals, business objectives, and risk appetite. Every engagement starts with thorough due diligence — not product pitches.
Strategic Planning
We develop a customised financial strategy aligned with Indian regulations and your unique objectives. Every recommendation is backed by data, research, and scenario analysis specific to your situation.
Implementation
Our team executes your strategy with precision, coordinating with banks, brokers, legal advisors, and other stakeholders to ensure seamless execution across all SEBI, RBI, and FEMA compliance requirements.
Monitoring & Review
We provide continuous portfolio monitoring, quarterly review calls, and proactive rebalancing — keeping you on track toward your financial goals quarter after quarter, year after year.
Meet Our Advisors
Experienced professionals with deep expertise in Indian and global markets
Vikram Rao
Founder & Managing Director
CA · CFA · 22 Years Experience
Former VP at HDFC Securities. Specialises in family wealth structuring, cross-border taxation, and succession planning for promoter families.
Sunita Agarwal
Head of Corporate Finance
MBA (IIM-A) · CPA · 18 Years Experience
15+ M&A transactions executed across FMCG, pharma, and technology sectors. Expert in deal structuring and SEBI takeover code compliance.
Rajesh Menon
Chief Investment Strategist
CFP · FRM · 16 Years Experience
Managed ₹2800Cr+ in AUM across equity, debt, and alternative strategies. Former fund manager at Kotak AMC with focus on risk-adjusted returns.
← swipe to see more →
What Our Clients Say
Trusted by families, businesses, and institutions across India
"Rupyah restructured our family wealth across three generations. Their understanding of Indian tax laws and succession planning is unmatched. We've grown our portfolio by 34% over 3 years."
"We engaged Rupyah for our Series B due diligence and M&A advisory. Their depth of knowledge in corporate finance and SEBI compliance saved us significant time and capital."
"After 15 years of managing my own investments, I finally handed over to professionals. Rupyah's quarterly reviews and transparent reporting give me complete peace of mind."
← swipe to see more →
Disclaimer: The above are illustrative client experiences shared with consent. Names and identifying details have been changed to protect privacy. These testimonials do not constitute a guarantee of similar results. Investments are subject to market risks. Past performance is not indicative of future returns. SEBI Reg. No. INA000XXXXXX.
Frequently Asked Questions
Everything you need to know before working with us
Start Your Financial Journey Today
Schedule a confidential consultation with our expert advisors. No obligation. No jargon. Just honest guidance.
Prefer to reach us directly?
Our advisors are available Monday–Friday, 9am–6pm IST.
Chat on WhatsAppFastest response +91 98765 43210Call us directly advisory@rupyah.comDetailed enquiriesMon–Fri, 9am–6pm IST. All enquiries treated with strict confidentiality.