Manish Tiwari
FOUNDER & CEO
16+ years of experience in financial services, helping people plan and manage their money with greater clarity.
RupeeNex is your trusted Financial planner in Surat offering multiple services and helping you turn your future goals into reality with expert guidance that puts your needs first.
No spam. No pushy sales. Just an honest 15-minute conversation.
16+
Years of combined expertise
1,000+
Families guided
₹3 Cr+
Monthly business milestone, awarded
THE RUPEENEX WAY
One partner for your whole financial life.
Protection, saving plans, credit, guidance and wealth management services all in one place, thoughtfully designed around you. No juggling multiple apps or agents. Just one trusted team that understands where you stand and what you want to achieve.
GOAL PLANNING
Goals we help you plan for
Every goal has its own timeline and priorities. Pick a goal and see how RupeeNex can help you find the right investment strategy and build a plan that works for you.
WHAT YOU'LL ACHIEVE
What will you achieve with RupeeNex?
I want to…
WHY RUPEENEX WORKS
Planning Your Money Around Your Life and Future Needs.
Money, protection and wealth shouldn’t mean dealing with multiple apps and agents. RupeeNex brings everything together in one place, with clear guidance to help you plan, invest and make better choices with your money.
Financial health
78 · Good
Money & Financial Wellness
Know where your money stands.
Your savings, investments, protection and debt come together to show how good is your overall financial health, where you stand with your goals and what to improve next.
- Know what’s safe to spend and manage your money better
- See your goals, investments and protection in one clear view
- Get a clear picture of your money without complicated spreadsheets.
Portfolio XIRR
14.2%
Wealth
Professional guidance for your investment portfolio.
See your net worth, asset allocation, portfolio performance and XIRR in one clear view. Every insight is checked by a real expert before it becomes a recommendation.
- Account Aggregator-ready sync to keep all your investments in one place
- Rebalancing insights reviewed by a real financial professional
- 12-month investment trends with easy investment goal tracking
Cover gap
₹1Cr flagged
Protection
Protect what you’ve built.
We identify coverage gaps before recommending new investments. Insurance, health and renewals stay in one clear protection view, helping safeguard your family with guidance from a financial service partner you can rely on.
- Coverage gap tracking against your protection needs
- Policy renewal alerts to prevent missed renewals
- Policy, premium and cover tracking in one view
REGULATED & ACCOUNTABLE
AMFI-registered mutual fund distributorMutual funds
We're officially authorised to recommend mutual funds, and our guidance follows SEBI / AMFI conduct rules.
ARN 330498
IRDAI-licensed insurance professionalInsurance
We're licensed by India's insurance regulator, so every policy recommendation is held to its standards.
Licence 9625117
Start a free conversationFree guidance · No pressure
HOW IT WORKS
Simple from the very first message.
No forms or lengthy processes. Just four simple steps starting with a WhatsApp message or call — a clear plan built around your needs, priorities and goals.
48h
Most clients receive their first personalised plan within just two days.
01
Free · 15-min chat
Talk to us
A free 15-minute call or chat to share your goals, priorities and what you need help with.
02
Within 48 hours
Get your plan
A clear approach built around your income, goals and comfort with risk — helping you make the right choices for your future.
03
Fully digital KYC
Act with ease
Complete your KYC digitally and move ahead with your chosen plan. We handle the paperwork and guide you through the process, while you stay in control.
04
Reviewed every quarter
Grow together
Regular reviews keep everything on track as life changes — a new job, a new home or a new goal. We stay with you along the way.
RECOGNISED & AWARDED
Trust, backed by experience.
Our industry recognitions reflect the trust we’ve earned through real client results, consistent work and years of experience — not advertising. Explore each award to learn more.
WEALTHY PARTNER
A trusted wealth professional
Awarded for a partnership built on commitment to client success.
3+ Crore Gladiator
Certificate of Achievement · April
2+ Crore Club
Certificate of Achievement · February
Mutual Fund Champion
Certificate of Achievement · February
2nd · Net Sales
Certificate of Appreciation · April
SIP Champion · Avaneesh
Certificate of Appreciation · August
Years of recognition
Welocity · Yes Bank · Best Customer
Felicitated by Equitas
Signed M.S. Dhoni memorabilia
WHAT YOU ACTUALLY GET
It was never about money. It's about how money helps you move forward.
Every plan, portfolio and decision at RupeeNex supports what matters to you, your security and independence — that's the whole point of the numbers.
Peace of mind
Your family stays protected and you’re prepared for unexpected expenses, giving you lasting peace of mind.
Protection · Emergency Fund
Confidence
Better money management strategies helps you make every financial choice with more confidence.
Financial Health · AI coach
Freedom
Your future plans stay on track with smart investment strategies.
Goals · SIPs
Pride
Long-term investments steadily build wealth through a clear and consistent approach.
Portfolio · Net worth
MEET THE TEAM
The people behind your plan.
Founded in 2025 by an experienced team, RupeeNex brings together industry knowledge, technology and personal guidance to help you make better choices with your money.
Let's build a Perfect plan for your future goals.
Tell us about your goals, and we'll help you find the right way forward - with clear guidance and no pressure.
Mobile+91 91577 50328Landline+91 261 4536782Mon-Sat, 10am-7pm
info@rupeenex.comCorporate OfficeOffice No. 133, Isana - The Business Hub,
Bamroli-Althan Road,
Surat, Gujarat 394221
What happens next
1
We understand your goals
We review your needs, goals and current situation to understand where you stand.
2
Discuss your goals with us on a free consultation.
Get clear, practical guidance on your investments and protection, with the right next steps within 24 hours.
3
You choose what's right for you
Move forward with a plan built around you, at your own pace and with no pressure.
Frequently asked questions
Everything you might want to know before we talk.
What is RupeeNex and how can it help me?+
Which insurance services does RupeeNex offer?+
Who are the founders of RupeeNex?+
Can I apply for a personal loan through RupeeNex?+
How do I book a consultation with RupeeNex?+