RupixFlow is an Ahmedabad-based wealth advisory firm launched in 2025 to help Indian families invest with more clarity across mutual funds, protection, tax planning, retirement, and long-term goals.
Built in Ahmedabad in 2025, RupixFlow combines local advice with digital delivery for families who want a more transparent way to plan, invest, and track long-term wealth.
RupixFlow Growth and Technologies Private Limited was established in 2025 with a simple conviction: Indian families deserve advice that is easier to understand, easier to act on, and easier to review over time.
Today, our team works from Ahmedabad with a digital-first operating model that supports onboarding, reviews, reporting, and planning journeys across mutual funds, insurance, fixed income, tax coordination, and goal-based investing.
The number we focus on most is advice adoption — whether families actually complete the SIPs, protection decisions, and review habits that turn a financial plan into real progress.
We don't sell products. We build financial architectures — each pillar engineered to work with the others, so your wealth compounds quietly, your risks stay covered, and your tax liability stays optimised.
Curated portfolios across equity, debt, hybrid & international funds — built on a rigorous in-house rating framework that goes far beyond star-counts.
Pure-protection term cover, critical illness, mediclaim, and HNI-grade liability cover — sized to your family's actual risk profile, not the agent's commission slab.
Year-round tax architecture — not a March panic. 80C, 80D, capital-gains harvesting, NRI DTAA optimisation, and HUF structuring under a single plan.
Two decades of corpus building, three decades of corpus drawing — both modelled in detail. We plan the bucket strategy, the SWP, and the legacy in one frame.
For HNI and UHNI families — discretionary portfolio mandates, alternative investments, private equity access, estate structuring, and family-office level reporting.
Disciplined SIPs are the bedrock of every plan we write. We choose the schemes, set the auto-debits, monitor the underperformance, and rebalance — so you never have to.
Every family's wealth journey is different — and so is every conversation we have. Hover any profile below to see how we tailor our practice for that life stage.
Tax-efficient SIPs, ESOP planning, home-loan optimisation, and a clean retirement runway built around your salary cycle.
Personal-vs-business wealth separation, key-person insurance, HUF planning, and exit-readiness corpus structuring.
PMS & AIF access, family-office reporting, alternative investments, estate planning, and bespoke advisory mandates.
SWP-led monthly income, capital preservation, healthcare layering, and a stress-free corpus drawdown plan.
First-job financial hygiene, step-up SIPs, term cover before marriage, and goal-stacking for the next 30 years.
NRE/NRO/FCNR structuring, DTAA tax planning, Indian repatriation flows, and remote KYC — done from any time zone.
Four convictions that have guided the firm since launch in 2025 — and that we refuse to compromise on, regardless of market mood.
No SIP, no policy, no PMS recommendation is ever made without first writing down the goal it serves. If we can't connect it to your life, we won't sell it.
Markets reward patience and punish reaction. Our processes — quarterly reviews, rebalancing thresholds, written IPS — exist to remove emotion from your decisions.
Every fee, every commission, every conflict — disclosed up front. We'd rather lose a client than mislead one. That's a Gujarat business value we hold sacred.
We don't onboard individuals — we onboard families. Spouses are co-planned. Children are onboarded at 18. Parents are included in healthcare planning.
28 specialists. 4 senior partners. One mission — to remain the most trusted advisory practice your family will ever work with.
CFP, MBA-Finance. 22 years across ICICI Pru, HDFC AMC and now leading RupixFlow from Ahmedabad.
CFA, ex-Kotak Wealth. Leads our HNI mandate desk — discretionary portfolios, PMS, AIF & alternates.
Chartered Accountant. 18 years of personal & business taxation across Indian and NRI mandates.
CFP. Runs onboarding, reviews, and the WhatsApp helpdesk — your single point of contact at RupixFlow.
A small monthly habit — compounded over decades — beats a big lump sum. Drag the sliders and see what your discipline can buy. Then book a call with us to make it real.
The firm is still early in its journey, so this timeline focuses on launch milestones, platform buildout, and the operating standards we put in place from day one.
We don't publish testimonials we didn't ask permission for. Below are clients who agreed to be quoted, named, and photographed — because they wanted other families to find us too.
Long-form essays from our research desk on markets, tax, retirement and behavioural finance. Written in plain language — no jargon, no jugaad.
A behavioural deep-dive into how stars, AUM and "uncle ne kahyun" still dominate fund selection — and the framework we use at RupixFlow to actually rank schemes.
Read essay
A working CA's breakdown of which regime suits which income bracket, with three real-world Gujarat case studies attached.
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Why social-media targets are misleading, and how to back-calculate your real number from your post-retirement lifestyle.
Read essayBefore you book a call, the honest answers to the six things most prospects want to know first.
We earn trail commission from AMCs on regular mutual fund plans — fully disclosed in your statement. For HNI advisory mandates, we charge a flat advisory fee. No hidden charges, no entry loads. Every rupee disclosed.
Yes. We have active clients in 220+ Indian cities and 16 international NRI markets. Our digital onboarding, WhatsApp-first communication, and quarterly video reviews work seamlessly across time zones.
For our standard advisory, an SIP of ₹2,500/month is sufficient. For HNI mandates with PMS/AIF exposure, the threshold is ₹50 lakh. But we onboard young earners with even ₹1,000/month — wealth-building starts where it can.
We are an AMFI-registered Mutual Fund Distributor (ARN-XXXXXX). Our advisory services follow SEBI's IA framework standards. All recommendations are made in your best interest and documented in writing.
Bank wealth desks rotate every 18 months and push in-house products. Your RupixFlow advisor stays with you for decades, has zero in-house product to push, and is measured on your goal-progress — not on revenue per call.
Absolutely. We have a dedicated NRI desk handling NRE/NRO/FCNR structuring, DTAA-optimised tax planning, and remote KYC for clients in UAE, USA, UK, Singapore, Australia, Canada and elsewhere. Documentation is fully digital.
No account required. Explore, assess and discover what fits your life. Your wealth partner steps in only when you are ready.
A short reflection to understand your risk appetite and ideal allocation.
Retirement, your child's future or a new home. See what it really takes.
Hand-built portfolios for every life stage, risk profile and ambition.
Bank and corporate FDs side-by-side, with senior citizen and monthly payouts.
Bank and corporate FDs side-by-side, with senior citizen and monthly payouts.
Section 80C eligible equity funds with a 3-year lock-in. Subject to market risk.
This multi-step journey handles goal selection, visualization, timeline, amount, current savings, risk comfort, projection and plan summary. Saved plans roll directly into the dashboard beneath it.
A single view of portfolio value, invested capital, returns, XIRR, today’s movement, allocation and goal progress.
Use filters, search, and sort controls for discovery. Each card opens a review flow that collects the right information for SIPs, lumpsum orders, FD booking, or Pre-IPO interest capture.
Desktop uses full-width tables while mobile collapses the same data into stacked cards. Reports include capital gains, transactions, ELSS, dividend, CAS-style consolidated holdings and SIP registration summaries.
Schedule a complimentary 45-minute consultation with a senior RupixFlow advisor. No sales pitch. No product push. Just a candid conversation about your goals, your concerns, and what a structured plan might look like for your family.
Walk in, call us, or message on WhatsApp. Whichever you pick, you'll speak to a senior advisor — not a call-centre script.
4th Floor, Sun Tower
Prahladnagar Cross Road
Ahmedabad, Gujarat 380015
Mon to Sat · 9:30 AM to 7:00 PM IST
+91 9XX-XXX-XXXX (Senior Advisor)
wealth@rupixflow.com