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Financial Planning Services in Surat – Loans • Mutual Funds • Insurance

RupeeNex is a trusted local financial consultant in Surat, offering integrated financial solutions under one roof. Whether you’re looking for expert loan consultancy, need guidance from an AMFI-registered mutual fund distributor, or want personalized advice from an experienced insurance advisor, we are here to serve the financial needs of Surat’s residents with transparency and trust.

Who We Are

Trusted Financial Consultant in Surat

RupeeNex is your go‑to financial planning services provider in Surat. founded in 2025 by seasoned personal finance experts Mr. Manish Tiwari and Mr. Avaneesh Tiwari. We specialize in providing tailor-made financial planning solutions, with a strong focus on empowering India’s youth to make smarter money decisions for a secure future.

Trusted Insurance, Loan & Mutual Fund Advisors in Surat

🏆 Why Choose RupeeNex?

At RupeeNex, we don’t just offer services – we offer financial confidence. With our expert-led, customer-first approach, managing your money becomes easy, transparent, and growth-focused.

Tailored Financial Solutions

We analyze your needs to deliver personalized finance strategies that fit your lifestyle and goals.

Trusted Industry Expertise

With years of experience in loans, investments, and insurance, we bring credible, proven knowledge to every client.

Transparent

We keep paperwork simple, pricing clear, and processes smooth – so you stay stress-free at every step.

Commitment

Your satisfaction is our priority — our support is responsive, our advice honest, and your growth our mission.

Proven Strategies

We use tested financial strategies that consistently help clients build wealth, reduce risks, and plan confidently for the future.

Responsive Support

Our expert team is ready to assist, offering fast, friendly, and knowledgeable help whenever you need it most.

Grow Easy Invest Smart

Empowering your financial journey with customized solutions in Mutual Funds, Loans, and Insurance. At RUPEENEX, we believe in making finance simple, transparent, and accessible for everyone. Start your path to financial freedom with expert guidance you can trust.
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Explore Our Core Financial Services at RupeeNex

We offer expert-led financial solutions designed to help you secure your future with ease and clarity. Whether it’s insurance, investment, or loans — RupeeNex makes finance simple. 

Insurance Service In Surat

🛡️ Insurance Advisory

All-in-one insurance services covering life, health, vehicle, property, and business with expert protection.

🪙Loan Assistance

Get the right loan at the right rate from home loans to mortgage planning, we guide you at every step.

Loan Service in Surat

📈 Mutual Fund

Grow your wealth with expert-recommended SIPs and mutual fund portfolios tailored to your goals.

Numbers That Define Our Impact

We let our performance speak for itself — years of experience, satisfied clients, and a growing network across India.

Years of Financial Expertise
+
Clients Guided Successfully
K+
Insurance & Loan Partners
+
Assets Managed Till Date
+Cr

Meet the Visionaries Behind RupeeNex

At RupeeNex, our success is driven by a passionate and dedicated team of professionals who bring their expertise and innovation to every aspect of our business.

Manish Tiwari (FOUNDER & CEO)

A visionary leader with a passion for innovation in finance, Manish drives RupeeNex’s mission of simplifying financial services for every Indian.

Avaneesh Tiwari RupeeNex CoFounder

Avaneesh Tiwari (CO-FOUNDER)

Avaneesh brings strategic thinking and operational expertise to RupeeNex, ensuring seamless execution across all initiatives.

Sachin Pandey Salesh Head RupeeNex

Sachin Pandey (Sales Head)

With a strong grasp of customer needs and market dynamics, Sachin leads our sales team to deliver growth and client satisfaction.

Loan Advisory

Get expert help in selecting and applying for personal, business, and home loans.

Easy Approval

Quick eligibility check, document support, and faster loan disbursal process.

Fund Growth

Maximize returns through mutual fund strategies curated by market experts.

Smart Invest

Personalized fund selection for your risk profile and long-term goals.

Policy Guide

Choose the right life, health, and asset insurance plans with full guidance.

Claim Support

End-to-end assistance from policy setup to smooth and quick claim process.

Fund Growth

Invest smartly in top-performing mutual funds curated by experts for long-term wealth.

Smart Invest

We offer tailored fund plans based on your goals, risk profile, and market trends.

How RupeeNex Works

From understanding your financial needs to delivering seamless, personalized solutions our process is built to ensure clarity, convenience, and confidence at every step. Here’s how we make your financial journey simple and successful.

Our Happy Clients!

I was in urgent need of a personal loan and RupeeNex made the entire process smooth and stress-free. Their team guided me at every step and disbursed the loan faster than I expected. Highly recommended for quick and reliable financial support!
Vinod Shah
Surat
Buying a home is a big decision, and RupeeNex made it easier for me. They offered the best interest rates, handled all the paperwork, and kept me informed throughout the process. Thanks to them, I’m now a proud homeowner!
Jignesh Gupta
Surat
I always wanted to start investing but didn’t know where to begin. RupeeNex helped me understand mutual fund SIPs and built a plan tailored to my goals. I feel confident watching my money grow steadily each month.
Rupesh Patel
Surat

Start Your Financial Journey Today

Connect with our expert advisors for personalized guidance on mutual funds and tax planning. Just fill out the form — we’ll get back to you within 24 hours!

    Frequently Asked Questions

    Have questions about our financial services? Here are answers to the most common queries about loans, insurance, mutual funds, and how RupeeNex can support your financial goals.

    What is RupeeNex and how can it help with financial planning in Surat?

    RupeeNex is a Surat-based personal finance consultancy offering expert solutions for insurance, loans, mutual funds, and financial education, designed especially for young investors.

    Which types of insurance services does RupeeNex offer in Surat?

    We offer life insurance, term insurance, health insurance, vehicle insurance, and more—tailored for individuals, families, and businesses in Surat.

    Who are the founders of RupeeNex?

    RupeeNex was founded by Mr. Manish Tiwari (16+ years of experience in financial consultancy) and Mr. Avaneesh Tiwari (7+ years of experience in banking and financial solutions).

    Can I apply for a personal loan through RupeeNex in Surat?

    Yes, RupeeNex helps you compare and apply for personal loans from multiple banks and NBFCs with quick approvals and low interest rates.

    How do I book a consultation with RupeeNex in Surat?

    Simply click on ‘Book a Free Consultation’ or WhatsApp us directly. Our team will connect with you within 1 working day.

    Where is RupeeNex located?

    Our office is at Shop No - 133, Isana – The Business Hub, Bamroli - Althan Road, Pandesara, Surat, Gujarat - 394221.