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RupeeNex
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Simple, honest financial plans.

Start free and upgrade as your goals grow. No pushy sales, no lock-in — just clear guidance.

STARTER
Free
Always free to begin

Get started with the essentials.

  • Financial health check
  • Basic SIP / mutual-fund setup
  • WhatsApp support
  • 1 annual review
MOST POPULAR
GROWTH
Coming soon

For couples and professionals building momentum.

  • Everything in Starter
  • Goal-based planning
  • Quarterly portfolio review
  • Insurance gap analysis
  • Priority support
WEALTH
Coming soon

Full-service planning for growing wealth.

  • Everything in Growth
  • Dedicated financial partner
  • Tax planning
  • Family & estate planning
  • Monthly reviews

Financial guidance is free to start. As an AMFI-registered mutual fund distributor and IRDAI-licensed insurance professional, we earn standard product commissions; paid plans cover dedicated, ongoing planning time.

PRICING FAQ

Good questions, clear answers.

Your first consultation is always free. Paid plans add deeper, ongoing planning and reviews.

As an AMFI-registered mutual fund distributor and IRDAI-licensed insurance professional, we earn standard product commissions; paid plans cover dedicated planning time.

Yes — start free and upgrade whenever your needs grow. No lock-in, cancel anytime.

Most clients save far more in tax and avoided mistakes than the plan costs — and your financial partner will confirm the right fit before you pay anything.

Ready when you are.

Book a free, friendly 15-minute consultation. No spam, no pushy sales — just an honest plan.