About Roopa Wealth

The fortune you own is the culmination of hard work you put across in life and is very much important that it should be managed in the most efficient way so that it will deliver back a much prosperous and glorious life for you and your children. Roopawealth specialises on managing wealth of HNIs. For us its not a deal making over the table but a continuous and rigorous process to make sure your investments are delivering the optimum return keeping your risk return trade off in mind. whether its building up a fresh portfolio, or reworking on an existing one or even helping you writing a will , we make sure your interest will be fulfilled in the most professional way.

Our Services

  • Financial Planning

    Financial Planning

    It is the process of meeting your financial goals through the proper management of your finances.

  • Insurance Planning

    Insurance Planning

    Insurance is an important risk management tool that can protect you and your family from financial

  • Tax Planning

    Tax Planning

    We go beyond tax compliance and proactively recommend tax saving strategies to maximize

  • Retirement Planning

    Retirement Planning

    With the growing complexity of retirement, more and more people are getting concerned

Goal Based planning

Child's Education

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Child's Wedding

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Dream House

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Dream Car

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Dream Vacation

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Family Protection

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Retirement Planning

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Custom Goal

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Market

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