Manish Tiwari
FOUNDER & CEO
16+ years in financial consultancy. Drives RupeeNex's mission of simplifying finance for every Indian.
RupeeNex is your 360° personal finance partner in Surat — mutual funds, insurance and loans — guided by real, certified experts who put your goals before any sales target.
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, wealth, savings, credit and guidance — together in one place, designed around you. No juggling five apps and four agents. Just one team that knows your full picture.
GOAL PLANNING
Goals we help you plan for
Every big dream is really a number and a deadline. Pick a goal to see the problem most people run into — and the exact plan RupeeNex uses to get you there.
WHAT YOU'LL ACHIEVE
What will you achieve with RupeeNex?
I want to…
WHY RUPEENEX WORKS
One calm place for your whole financial life.
Money, protection and wealth usually mean five apps and four agents. RupeeNex brings them into one console — clear numbers, honest advice, and a certified financial partner who reviews every recommendation before you act.
Financial health
78 · Good
Money & health
Your money, scored and clear.
Spending, protection, savings and debt roll up into one financial-health score — so you always know where you stand and what to fix next.
- Safe-to-spend budget and UPI-style activity
- Goals, investments and cover in a single view
- A plain-language score — not a spreadsheet
Portfolio XIRR
14.2%
Wealth
Professional-grade portfolio insight.
See net worth, allocation drift, fee drag and XIRR in one professional-grade view. Every AI signal is routed to a human financial partner before it becomes a recommendation.
- Account Aggregator-ready holdings sync
- Rebalance signals, reviewed by a human first
- 12-month net-worth trend and goal exposure
Cover gap
₹1Cr flagged
Protection
Protection before performance.
We surface your cover gap before suggesting any aggressive investment. Term, health and renewals live in one family safety view — transparent and financial-partner-backed.
- Life-cover readiness against your recommended HLV
- Renewal alerts so a policy never lapses
- Every policy verified, every premium tracked
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 to wrestle with, no jargon to decode. Just four easy steps — most of it over a WhatsApp chat — and a plan that genuinely fits your life.
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 WhatsApp chat. We listen first — your goals, your worries, and what “enough” really looks like for you.
02
Within 48 hours
Get your plan
A clear, jargon-free roadmap built around your income, goals and comfort with risk — never a product pitch in disguise.
03
Fully digital KYC
Act with ease
Invest, insure or borrow with all paperwork handled and fully digital KYC. We do the heavy lifting, 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, a new goal. We grow alongside you.
RECOGNISED & AWARDED
Proof, not promises.
Eight industry honours from Wealthy and trusted institutions — earned through real performance and client outcomes, not advertising. Hover to pause, then tap any award to read it up close.
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 makes you feel.
Every score, plan and policy in RupeeNex ladders up to one of these four feelings — that's the whole point of the numbers.
Peace of mind
Your family is protected and your emergencies are covered. You can finally sleep easy.
Protection · Emergency Fund
Confidence
You always know your next money move — and exactly why it's the right one.
Financial Health · AI coach
Freedom
The home, the dream trip, your child's education — on track, not on hold.
Goals · SIPs
Pride
Small, steady habits quietly grow into real, lasting wealth you can watch build.
Portfolio · Net worth
MEET THE TEAM
The people behind your plan.
Founded in 2025 by seasoned personal-finance experts, RupeeNex is a small, dedicated team that treats your money like our own.
Let's build your plan - free, friendly, no pressure.
Tell us a little about your goals and we'll get back to you within 24 hours. Or just message us on WhatsApp - we reply fast.
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 read your goals
A real RupeeNex financial partner reviews what you send - no bots, no scripted sales pitch.
2
A free call within 24 hours
We reach out at a time that suits you to understand your full picture.
3
A plan that's yours to keep
You get a clear, personalised plan - act on it whenever you're ready, no obligation.
Frequently asked questions
Everything you might want to know before we talk.
What is RupeeNex and how can it help me?+
Which insurance services do you offer?+
Who are the founders of RupeeNex?+
Can I apply for a personal loan through RupeeNex?+
How do I book a consultation?+