About Us
Early on, I observed that there were some people who managed their finances very well despite having limited means. And there were others who seemed to have lost control over their finances, in spite of higher incomes. It got me curious, and I started learning about money management.
Read MoreOur Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
I have been working with Rupali Godambe for over four years and her expertise has been invaluable in helping me manage my finances. She takes the time to thoroughly understand my goals and tailor her advice to suit my specific needs. Whether it's investments, budgeting, or working towards retirement goal, Rupali Godambe provides clear guidance that I can trust. Her professionalism, attention to detail, and proactive approach have given me confidence in my financial future. I highly recommend Rupali Godambe to anyone looking for a dedicated and knowledgeable financial expert.
Vijaya Shekar J K
– Senior Director – Technology Procurement – Flipkart Internet Pvt. Ltd.
I am making progress towards financial stability thanks to Rupali's guidance. She is a trusted and hardworking professional.
Benu Cherian –
Global Head – Communication and Media Solutions – TCS Stockholm
I have been working with Rupali Godambe on my finances towards securing my family’s financial future. Those who are looking for a dependable and insightful financial professional, I wholeheartedly recommend Ms. Rupali Godambe, with over twelve years of experience in helping individuals achieve their financial goals. With her guidance, I have been able to consolidate my finances and achieve good growth in my investment portfolio.
Tanushree Pawar –
Executive Secretary – Serum Institute of India Ltd.
I have had the fortune of being guided by Mrs. Rupali Godambe on my investments. She has greatly helped me formulate my key financial goals and has thorough knowledge of her subject. She is very approachable and a trustworthy professional. Her guidance has significantly helped me move closer to my life goals. I would highly recommend her as your go to personal finance expert.
Mehek Sharma –
Legal Counsel – Hindustan Unilever
I am happy to mention that I achieved financial independence before I turned fifty by investing in a disciplined manner in the right products that were aligned with my financial goals. I am thankful to Rupali Godambe for assisting me in the journey. I look forward to her continued guidance in helping me to protect and grow my assets even after my retirement from corporate life.
Testimonial by Samir Godambe –
Vice President – Procurement – Zepto