WHY US
About us
"Empowering Your Financial Journey with Trust and Expertise."
Driven by a commitment to excellence and integrity, our firm operates on client-centricity, trust, and confidentiality principles. We continually invest in technology to enhance our services, aiming to provide seamless and efficient client experiences.
At My Rupee to Invest Private Limited, a registered corporate distributor with the Association of Mutual Funds in India (AMFI), we specialize in delivering personalized financial solutions using mutual funds as the core investment vehicle. Our services encompass basic financial planning, tax planning, and portfolio management, all powered by our advanced app, ensuring a seamless and holistic financial experience. Headquartered in New Delhi with a digital presence, we cater to a wide range of clients, including high-net-worth individuals, helping them achieve their unique financial goals.
Our Offerings
- Fully Digital Mutual Fund Platform: We offer a seamless, paperless experience for mutual fund investments, from customer onboarding to transactions, through our advanced app.
- Other Financial products: In addition to mutual Funds we offer fixed deposit products, Life insurance, and health insurance products.
- Tax Planning: We help clients with basic tax planning strategies free of cost, enabling them to save on taxes while maximizing their investment potential.
- Portfolio Management: We consolidate all your financial assets and liabilities into a single portfolio on our platform, allowing for efficient management and monitoring of your financial health.
Our Mobile Application
Our Mobile Application
Certificates
Leadership Pioneers
Anuj Gandhi
(Founder, Director)
a well-known name in the financial industry, Anuj has over 25 years of industry experience having worked with companies like ICICI Prudential, Tata AIG, Aviva, and Thomas Cook-Foreign Exchange in senior roles. He has an MBA from Symbiosis Pune and is an Associate Financial Planner in Retirement Planning and Investment Planning. Anuj has expertise in portfolio management and services many long-standing HNI clients. He is instrumental in running My Rupee to Invest a profitable venture from year 1 and shown significant growth thereafter.