Personal financial dashboardConsumers face a lot of issues in servicing of the financial products from Insurers and other financial service providers. Sometimes financial products are mis-sold to the consumers by unscrupulous agents. Consumers are not being serviced appropriately and adequately with the financial products. There are many examples where the agents who after selling a policy do not continue to service their own clients.

Consumers also suffer because of lack of awareness or proper understanding of the financial products and concepts.

What does RupeeManager have to offer:

RupeeManager will address the following issues of Consumers

  1. Reach out to companies for Claim settlement, Mis-selling / complaints, etc.
  2. Escalate matters to the Grievance cell / Ombudsman/ Regulators if required.
  3. Servicing of all financial companies
  4. Help with change of address, revival, transactions, e-KYC for Mutual Funds, etc.
  5. Conduct a seminar on “How to be a smart investor”.
  6. Empower consumers with financial planning tools and calculators.

We are building a portal where the users will get a dashboard with:

  1. Service support
  2. The money management course on how to be a smart investor
  3. DIY Financial Planner/ Calculators.
  4. Exclusive deals for the members not available for non members
  5. Implementation on investments and insurance with curated list of recommended products.
  6. DIY Financial Goals Tracker
  7. Reports of transactions & Portfolio
  8. Handholding support for customer grievances.
  9. Vault for documents.

Implementation
We will negotiate for exclusive deals, help you with the implementation and recommend a curated list of products that we use ourselves in the family and friends circle. We will help you create a portfolio system.

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