RupeeWealth
One Stop Solution for Mutual Funds, Insurance, and More.
Transforming Wealth Management Platforms
RupeeWealth is an all-in-one wealth platform solution for mutual funds, insurance, and other investment products, tailored to meet specific requirements of brokers and wealth firms. It’s intuitive partner module guides users through purchases, integrating with industry leaders for fund ratings, NAV, and sector allocation for better wealth management experience.
Featuring an optimized user interface, RupeeWealth offers a secure platform with customizable workflows that comply with industry standards. It equips users with valuable insights and analytics, refining investment decision-making strategies.
Insurance
Extended Investment options
Backoffice
Comprehensive Dashboard
Access detailed performance analytics, fund allocations, product offerings, portfolio summary, transactions all with comprehensive dashboard.
Goal-Based Investing
It guides users towards life goals through SIP/lumpsum investments, offering personalized schemes, combo baskets, and more.
Personalized Guidance
Tailor investment plans based on the risk profile. Explore returns across various funds and calculate insurance premiums and loan EMIs using a financial calculator.
Multi-level Insights
Equip users with detailed performance history of schemes, risk matrices, and fund manager details to facilitate informed investment decisions.
Partner App
Simplified Onboarding
Client Management
Effortless Navigation
Easy Communication
Why us?
All-in-One Platform
Discover the power of integrated wealth management with RupeeWealth. Our software solution offers a comprehensive suite of services, empowering you to efficiently manage your platform offerings within one intuitive platform.
Adaptive Solutions
Rupeeseed offers integrated wealth management software solutions that seamlessly integrate into existing frameworks. With customized and white label wealth platform options, Rupeeseed provides flexible solutions tailored to unique needs and preferences.
Industry Expertise
Leverage our domain knowledge to navigate the dynamic market landscape. We empower financial services providers with scalable solutions, integrated support, compliance assistance, and industry best practices.
