Capital. Clarity. Confidence.

THE HNI PAIN

Wealth without governance
Family unaware of finances
Claims & documents fail in crisis
Emotional capital decisions

Returns don’t destroy families.
Poor systems do.

Bright living room with modern inventory
Bright living room with modern inventory

HOW RUPPEECOIN IS DIFFERENT

Typical Advisory: Product-first - Individual centric - Individual centric - Return focused - Reactive

Ruppeecoin: Diagnosis-first - Family & continuity centric - Risk & governance focused - Structured & preventive

Private Wealth & Family Governance for India’s High-Net-Worth Individuals

Not advice. Not tips.
A structured financial governance system for capital, family & continuity.

SEBI-regulated ecosystem

Institutional frameworks

No product push

Confidential | Private | Structured

Private Financial Governance Audit™

Price

₹6,000 + GST | One-time | Confidential

Financial Safety Score (0–100)

Capital Readiness Index

Behavioural Risk Mapping

Family Awareness & Continuity Check

Personal Risk Heat Map

10-page Governance Report
Risk Matrix
Clear “What breaks first” insight
Action priority list

Bright living room with modern inventory
Bright living room with modern inventory

Tangible Benefits

Knows exactly where financial failure will happen first

Sees blind spots no CA, RM, or agent highlights

Separates perceived safety from real safety

Psychological Benefit

“Now I know where I actually stand — not what people told me.”

Risk Reduction

Avoids false confidence

Avoids delayed action

Avoids panic decisions during stress events

Risk, Protection & Claim Governance™

Price: ₹15,000 + GST / engagement

Includes:

Insurance architecture review

Claim readiness simulation

Documentation & nomination hygiene

Annual obligation governance

Bright living room with modern inventory
Bright living room with modern inventory

Tangible Benefits

Insurance that actually works during claim

Documentation ready before crisis

Annual obligations never missed

Psychological Benefit

“If something happens, my family will cope.”

Risk Reduction

Prevents claim rejection

Prevents emergency liquidation

Prevents paperwork chaos

FAMILY OFFICE READINESS DASHBOARD

Structure • Risk • Continuity • Capital Discipline

WHAT THIS SERVICE IS

A structured diagnostic readiness engagement for business families, UHNI promoters, and family offices to assess wealth architecture, governance preparedness, and inter-generational continuity.

This is not investment advice. It is a readiness and risk-mapping framework designed to support informed capital decisions.

WHO THIS IS FOR

  • Promoter families with operating businesses

  • UHNI families with multi-asset exposure

  • First-generation wealth creators planning succession

  • Families transitioning from informal wealth handling to institutional discipline

WHAT THE DASHBOARD COVERS

(Real risk mapping — not questionnaire-based)

1. Wealth Architecture Mapping

  • Operating business vs personal wealth separation

  • Asset spread across equity, debt, real assets, alternates

  • Liquidity vs concentration analysis

  • Cross-holding and dependency flags

2. Risk Reality Assessment

  • Market risk exposure (explicit + hidden)

  • Business risk vs family risk overlap

  • Legal, regulatory, and structural vulnerabilities

  • Black swan & continuity risk indicators

No risk scores. No templates. Real-world exposure mapping.

3. Succession & Continuity Readiness

  • Ownership vs control clarity

  • Role definition across generations

  • Decision-making protocols

  • Emergency succession preparedness (unexpected events)

4. Governance & Documentation Hygiene

  • Will / trust presence (no drafting, only readiness check)

  • Nomination & holding structure review

  • Power of attorney and contingencies

  • Recordkeeping gaps & risk flags

5. Capital Allocation Readiness

  • Suitability screening for PMS / AIF access

  • Capital discipline filters (drawdowns, volatility tolerance)

  • Institutional engagement readiness (without product pushing)

ENGAGEMENT DETAILS

  • Duration: 90 minutes (single or multi-session)

  • Format: Confidential consultation (Virtual / In-person)

  • Conducted by: RuppeeCoin Capital Allocation Office

  • Output:

    • Family Office Readiness Snapshot

    • Risk flag summary

    • Governance & continuity checklist

No investment recommendations. No execution. No product selling.

PROFESSIONAL FEES

  • ₹45,000 + GST
    (Fee depends on family complexity, asset spread, and structure depth)

Ruppeecoin operates as a SEBI-registered distributor and market intermediary via Mirae Asset Sharekhan Ltd. Services are facilitation, readiness assessment, and structuring support only and do not constitute investment advice, portfolio management, legal advice, or succession planning services.

Wealth & Capital Governance Program™

Price: ₹1,00,000 + GST/ year

Includes:

Capital deployment rules

Liquidity & debt governance

Retirement direction mapping

Behaviour-aligned investing discipline

Bright living room with modern inventory
Bright living room with modern inventory

Tangible Benefits

  • Clear rules for:

    • Liquidity vs growth capital

    • Debt vs equity exposure

    • Retirement vs legacy money

    Eliminates random investing

    Stops “tip-driven capital leakage”

Psychological Benefit

“My money now follows a system — not my mood.”

Risk Reduction

Prevents over-investment during bull markets

Prevents freezing during downturns

Aligns investing style with personality

Family Office Readiness & Continuity™

Price: ₹1,50,000 +GST / engagement

Includes:

Family Office Readiness Dashboard

Family awareness & decision continuity

Succession & legal hygiene review

Closed-door family session

“Proprietary Family Office Readiness Dashboard™”

Bright living room with modern inventory
Bright living room with modern inventory

Tangible Benefits

  • Family knows:

    • Where money is

    • Who to call

    • What decisions are allowed

    Succession clarity (even without formal will)

    Reduces dependence on one individual

Psychological Benefit

“My family won’t be lost if I’m not around.”

Risk Reduction

Prevents family disputes

Prevents frozen assets

Prevents wrong decisions in crisis

Includes (internally, not marketed loudly)

Family Office Readiness Dashboard™
Decision Continuity Map
Legal & nomination hygiene review

Private Client Governance Retainer™

Price

₹2,00,000 + GST/ year (Limited Clients)

Your private financial oversight desk.

Includes

Annual governance reviews

Capital rebalancing oversight

Priority access

Liquidity / IPO / capital event structuring

“Proprietary Family Office Readiness Dashboard™”

Bright living room with modern inventory
Bright living room with modern inventory

Your private financial oversight desk.

Includes

Annual governance reviews

Capital rebalancing oversight

Priority access

Liquidity / IPO / capital event structuring

“Proprietary Family Office Readiness Dashboard™”

Tangible Benefits

  • One place for:

    • Capital decisions

    • Large transactions

    • Liquidity events

    Priority handling

    Long-term oversight without emotional fatigue

Psychological Benefit

“I don’t have to think about everything alone.”

Risk Reduction

Prevents ad-hoc decisions

Prevents advisor overload

Prevents strategic drift

WHO THIS IS FOR

Business owners
Promoters & founders
CXOs & senior professionals
Pre-IPO / liquidity event families
Multi-generation households

Not suitable for tip-seekers or short-term traders.

Ruppeecoin operates within a SEBI-regulated ecosystem. Investment products are offered on an execution-only basis. Our primary role is financial governance, structure & oversight.