To guide, clarify, suggest and empower your investment decisions – unbiased and supported by facts – in a manner it benefits your long term wealth and secures your financial freedom
To become the benchmark for financial services and investment justified by our satisfied clients supported by testimony and referrals
Rupee Wise Investment Advisors has a genuine Investment value proposition to grow your wealth, be it at an individual level or at an enterprise level. Our aim is to offer you a holistic financial advice based on your personal financial situation. We examine and prioritize your family’s short and long-term financial goals, optimizing what you have today and develop investment strategies to systematically achieve your goals in specific timelines. We firmly believe that there are no short cuts to success and investment is no different. This is where we come in, given our vast experiences over the past couple of decades, our team guides our clients to plan every aspect of their lives from career changes, starting up a business, child’s education and marriage, buying a home, or planning for their retirement. Given your aspirations, we have time-tested methodologies to streamline your finances and grow your wealth. The more candid our clients are with their goals and aspirations, the more robust is our service value proposition. With proper goals identified, quantified, and a plan to achieve them, you can have better clarity and peace of mind that you are on track to achieve your life goals.
About the Founder
Rupee Wise Investment Advisors is founded by Mr. N. Sathyamoorthy who has more than 20 years of experience in Investments & Financial Management. He is a Certified Financial PlannerCM (CFPCM) from FPSB Ltd, Denver, USA and holds an MBA degree from the University of Madras. He is also a SEBI Registered Investment Advisor (Registration No. INA200014353).He worked in the areas of Investment Advisory with reputed organisations like Standard Chartered Bank, DBS Cholamandalam Distribution Ltd (JV -Murugappa Group & DBS Bank), RBL Bank and Fundsindia.com – Clientele included high net worth individuals (HNI), Small and mid-size enterprises (SME), Public Ltd companies and Charitable Organisations. He is passionate about Financial Planning and Unbiased Investment Advisory. He also strongly believes every individual should have financial literacy to attain financial independence.