Company Information

Get to know Rupee Planner

Founded by Renu Maheshwari, a Certified Financial Planner, Rupee Planner is a financial advisory firm dedicated to providing unbiased and comprehensive financial planning services. The company operates on a "fee-only" model, meaning it does not earn commissions from selling financial products, which ensures its advice is solely in the client's best interest. Their services focus on creating personalized financial roadmaps for individuals and families to help them achieve life goals such as retirement planning, children's education funding, and wealth creation.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Rupee Planner

India

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.