What We Offer
Financial Services Built Around You
From growing your wealth to protecting your legacy, MakeRupee offers a complete suite of advisory services — each tailored to your unique goals, timeline, and family situation.
Wealth Management
Grow and preserve your wealth with a personalised strategy.
Our wealth management service goes beyond investment selection. We build a comprehensive financial plan that aligns your assets, income, and aspirations — then actively manage it as your life evolves. From equity portfolios to alternative investments, we ensure every rupee works harder for you.
- Personalised investment portfolio construction
- Regular portfolio reviews and rebalancing
- Risk profiling and asset allocation
- Access to curated mutual funds, PMS, and AIFs
- Consolidated wealth reporting
Retirement Planning
Secure financial independence at every stage of life.
Retirement should be a reward, not a worry. We help you define what financial independence looks like for you — then build a structured, inflation-proof plan to get there. Whether you're 35 or 55, it's never too early or too late to plan with purpose.
- Retirement corpus calculation and goal mapping
- NPS, EPF, and pension optimisation
- Systematic withdrawal planning
- Post-retirement income structuring
- Healthcare and contingency fund planning
Tax Planning
Keep more of what you earn — legally and efficiently.
Smart tax planning is one of the most powerful levers for wealth creation. Our advisors work closely with you throughout the year — not just at tax season — to identify opportunities, optimise deductions, and structure your income and investments for maximum efficiency.
- Annual tax planning and review
- Section 80C, 80D, and HRA optimisation
- Capital gains tax management
- Tax-efficient investment structuring
- Coordination with your CA or tax consultant
Insurance Advisory
Protect what matters most with the right coverage.
Insurance is the foundation of any sound financial plan. We conduct a thorough needs analysis to identify gaps in your coverage — life, health, critical illness, and asset protection — and recommend solutions that are genuinely right for you, not commission-driven.
- Comprehensive insurance needs analysis
- Term life and health insurance advisory
- Critical illness and disability cover
- Asset and property insurance review
- Annual policy review and optimisation
Estate Planning
Ensure your legacy is preserved across generations.
Your wealth should outlast you — and reach the right people, in the right way, at the right time. We help you structure your estate through wills, trusts, nominations, and succession planning so your family is protected and your wishes are honoured.
- Will drafting and review guidance
- Trust structuring for family wealth
- Nomination and beneficiary review
- Business succession planning
- Coordination with legal advisors
Portfolio Review
Transparent, regular reviews to keep you on track.
Markets change. Life changes. Your portfolio should keep pace with both. Our structured review process ensures your investments remain aligned with your goals, risk tolerance, and evolving financial situation — with clear, jargon-free reporting at every step.
- Quarterly portfolio performance review
- Benchmark comparison and attribution
- Rebalancing recommendations
- Goal progress tracking
- Clear, consolidated reporting
How We Work With You
A clear, collaborative process — from first conversation to long-term partnership.
Discovery Call
We start with a complimentary conversation to understand your goals, current situation, and what you're looking for in an advisor.
Financial Assessment
We conduct a thorough review of your assets, liabilities, income, and existing plans to identify opportunities and gaps.
Personalised Plan
We present a tailored financial plan with clear recommendations, timelines, and expected outcomes — no jargon, no pressure.
Implementation
We help you execute the plan efficiently, coordinating with your existing advisors, CAs, and legal counsel as needed.
Ongoing Partnership
We review and refine your plan regularly — adapting to life changes, market shifts, and new opportunities as they arise.
Not Sure Where to Start?
Book a free, no-obligation consultation and let's find the right path for your financial goals.