Roopa Wealth is your one stop shop for all your Personal Finance needs. As an individual we live in an environment where choices rules. Fixed Deposits, Mutual Funds, Debentures ,Chits, Bonds, Retirement solutions ,Insurance Mediclaim , Direct Equity, PMS ,Structured Products ,Post office Schemes, Loans ,Reverse mortgage and much more is available in the market for one to plan and invest. In such a situation knowledge is the first line of defence and we would like to be there along with you to make the right choice and to provide end to end service relating to all your personal financial matters.In todays world technology rules. The opportunity it unwinds to the common man is going to have manifold effect on his daily life. Nowadays world is on our finger tips. In a very positive sense it make efficient use of resources in all aspect of life . In financial Service industry also the repercussions its going to create is a hot topic of debate .Actual fact is in advisory business the need is right people with right technology
At Roopa Wealth you will find the perfect synergy of cutting edge technology with humongous human advice. People with in hand experience with back up of right technology will make your journey through the financial world a cherishing experience. CRM tools, Online Platforms ,Mobile applications and much more is there for you . we will be providing all ammunitions for you to be the most informed and tech savvy investor of today.The role of an ideal intermediary is to guide and help the investor in his journey of creating ,preserving and also growing his wealth. We strongly believes its our duty to make aware of client what he needs and to explain the available options in the market where he can put his hard earned money with confidence. We believe in building lasting relationships, where our expertise will help you to draw the road map for making informed choices to save and invest there by raising your wealth step by step.