NALNEESH SINHA ( CEO, RUPAIYA PLANNER )

Nalneesh Sinha mission is to be a dependable cooperate with every one of his clients and help them in arriving at their financial objectives by offering impartial financial guidance.

Services We Offer.

Goal Planning

Like Kids’ schooling, children’s marriage, excursion, purchasing a home or vehicle, and so on.

Retirement Planning

What ought to be your retirement corpus to lead a happy retired life.

Insurance Planning

What’s your human life value? What ought to be your cover? Which is the best one for you?

Tax Planning

Proper tax planning will help you save tax, leaving more money in your hand.

Budgeting & Loan Management

Repay bad loans and take better control of your finances.

Investment Planning

Investing in best suited invests to achieve your goals confidently.

OUR ACHIEVEMENT

Best Wealth Architect in Lucknow.

We handle our client's speculation portfolio as well as trust in taking care of their apprehension, uncertainty or nervousness towards their own objectives and funds.

Comprehensive Financial Plan

Contingency Planning.

Risk management.

Taxation.

2 Reviews in a year.

Dedicated Personal Financial Planner.

Update on New Investment avenues.

Wealth management.

Mutual fund advice.

Second Oponion in Finance

30 minutes one-time session.

Review of the current portfolio.

Solution on future investments.

Addressing any query regarding taxation, insurance, loans or property.

Financial Planning for NRI

Contingency Planning.

Risk management.

Taxation.

PROPERTY MANAGEMENT

Wealth generation

Legal services

2 Reviews in a year.

Dedicated Personal Financial Planner.

Update on New Investment avenues.

Wealth management.

Mutual fund advice.

Our Speciality Services

4000+ clients are leveraging the benefits of having Investment needs through Rupaiya Planner

1

Liability Insurance

Invest in Mutual Funds, across most popular AMCs and every one of their plans, from any place you need and at whatever point you need, and totally paperless!

2

Business Insurance

Regardless of the event – be it your marriage or getting your most memorable house – advances assist you with accomplishing your dreams.

3

Motor Insurance

Insurance is a contract between an Individual (the policyholder) and an insurance agency.

4

Pension Planning

Government Security Bonds are given by RBI in the interest of Government of India.

5

Child's Future Planning

Stocks are significant components in any well-diversified investment portfolio.

6

Family Insurance

With global equity exposure, you can improve your returns by investing into perhaps of the best global organization like Google, Apple and so forth.

7

Personal Insurance