"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.
Trust, transparency, and excellence in every engagement
We operate under the highest fiduciary standards, always placing your interests first. Our recommendations are unbiased, transparent, and aligned with your prosperity.
Fully registered and compliant with SEBI, RBI, and IRDAI regulations. Registration No. INA000XXXXXX. Our team holds CA, CFA, CFP, and CPA credentials.
Two decades of consistent results across multiple market cycles. Our strategies help Indian families and businesses achieve financial goals while managing risks.
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."
Experienced professionals with deep expertise in Indian and global markets
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.
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.
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.
INR at the center - Watch currencies orbit in real-time
End-to-end solutions for your financial journey
Strategic financial planning tailored to Indian tax laws, regulations, and family structures.
Robust risk frameworks aligned with SEBI, RBI guidelines and international best practices.
Expert guidance for mergers, acquisitions, and corporate restructuring in the Indian market.
Disciplined wealth management across equities, debt, real estate, and alternative investments.
A systematic approach refined through decades of experience
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.
We develop a customized financial strategy aligned with Indian regulations and your unique objectives. Every recommendation is backed by data, research, and scenario analysis.
Our team executes your strategy with precision, coordinating with banks, brokers, legal advisors, and other stakeholders to ensure seamless execution.
We provide continuous portfolio monitoring, quarterly reviews, and proactive rebalancing to keep you on track toward achieving your financial goals.
Everything you need to know before working with us
Yes. Rupyah is a SEBI Registered Investment Advisor (RIA) with Registration No. INA000XXXXXX. You can verify this directly on the SEBI website at sebi.gov.in. All our advisory services are rendered in compliance with SEBI (Investment Advisers) Regulations, 2013.
For individual wealth management, we typically work with investable assets of ₹50 lakhs and above. For corporate finance and compliance services, there is no minimum — we work with startups through large enterprises. Please contact us to discuss your specific situation.
We operate on a flat fee or AUM-based fee model — never on commissions. This ensures our advice is completely unbiased. Fee structures are disclosed in full before engagement, in compliance with SEBI RIA regulations. We do not receive any distributor commissions or referral fees.
Yes. We have significant experience advising NRIs on India-linked portfolios, FEMA compliance, double tax treaty benefits, and repatriation strategies. We serve clients across the GCC, UK, USA, Canada, Singapore, and Australia.
Book a free 30-minute discovery call using the form below. There is no obligation. We will understand your goals, answer your questions, and determine whether we are the right fit. If we proceed, we provide a detailed engagement letter with scope, timeline, and fees.
Absolute confidentiality is fundamental to our practice. All client information is protected under signed NDAs, our Privacy Policy, and applicable data protection laws including India's DPDP Act 2023. We do not share client data with any third party without explicit consent.
Schedule a confidential consultation with our expert advisors. No obligation. No jargon. Just honest guidance.