Our Story
Built on Trust. Driven by Purpose.
MakeRupee was founded with a simple belief: every family deserves access to honest, expert financial guidance — not just the privileged few. We built a firm where relationships come first and advice is always in your interest.
Why We Started MakeRupee
MakeRupee was born out of frustration with the status quo. Too many families were receiving financial advice driven by commissions rather than their best interests. Too many people were sold products they didn't need, by advisors they couldn't trust.
Our founders — with over 15 years of combined experience in wealth management, investment banking, and financial planning — set out to build something different: a firm where transparency is non-negotiable, where every recommendation is backed by rigorous analysis, and where the client's goals are always the north star.
Today, MakeRupee serves over 200 high-net-worth families across India, managing more than ₹500 crore in assets. But our measure of success has never been the size of our AUM — it's the peace of mind we give our clients.
Our Philosophy
What We Believe In
Client First, Always
Every recommendation we make is guided solely by what's best for you. We are fee-based advisors — our incentives are aligned with your outcomes, not product commissions.
Radical Transparency
No hidden fees, no jargon, no surprises. We explain every decision in plain language and give you a clear view of your financial picture at all times.
Long-Term Thinking
We don't chase short-term returns or market trends. We build durable plans designed to compound wealth steadily across decades and generations.
Holistic Perspective
We look at your entire financial life — not just your investments. Tax, insurance, estate, and retirement planning are all part of one integrated strategy.
The Team
Your Advisors
Arjun Kapoor
Founder & Chief Financial Advisor
Arjun brings 18 years of experience in wealth management and investment advisory. A Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), he previously led the private wealth division at a leading Indian bank before founding MakeRupee.
- CFA Charterholder
- CFP Certified
- SEBI Registered Investment Adviser
Priya Nair
Head of Financial Planning
Priya specialises in retirement and estate planning for high-net-worth families. With a background in law and finance, she brings a uniquely holistic perspective to complex multi-generational wealth challenges.
- MBA (Finance), IIM Ahmedabad
- Certified Estate Planner
- SEBI Registered
Regulated, Certified, and Accountable
MakeRupee operates under the highest standards of regulatory compliance and professional certification.
SEBI Registered Investment Adviser
Registration No. INA000XXXXXX
AMFI Registered Mutual Fund Distributor
ARN-XXXXXX
CFA Institute Members
Global standard for investment analysis
Certified Financial Planners
FPSB India certified advisors
Meet Us in Person
We'd love to learn about your goals. Book a complimentary consultation — no obligation, just an honest conversation.