Saving Solutions

There is a variety of saving plans which can be tailored to your needs, including:

Tax Exempt Savings
Regular Savings..

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Tax Planning

Inheritance tax planning is an important element of your wealth management strategy, as it allows you to continue to help your loved ones after you’re gone.

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Child Future Planning

We all want our children to have good prospects, which is why education fees & better future planning is a vital wealth management matter that shouldn’t be overlooked.

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I am Ashish Shah, a financial advisor for an independently owned financial planning advisory called Rupee Planner.

Rupee Planner is an Financial Planning firm with their client presence across the nation. Working for Rupee Planner gives me the ability to advise dignitaries while living in Mumbai, India.

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Read what my clients say about my level of service and the success that they've achieved