About R-RupeeXpress Financial Services Pvt. Ltd.
RupeeXpress Financial Services Pvt. Ltd. is a leading financial services company headquartered in Shimla Himachal Pradesh, committed to helping individuals, families, and businesses achieve their financial goals through disciplined and informed investing.
Established by a team of experienced banking and financial market professionals, RupeeXpress has earned the trust of investors over the years by offering transparent, ethical, and client-centric financial solutions. Today, we proudly serve more than 1,200 happy clients across India and manage over 
200 Crore of client assets through Mutual Funds, Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS).
As an AMFI Registered Mutual Fund Distributor (ARN Holder), we distribute mutual fund schemes of various Asset Management Companies (AMCs) and assist investors in selecting investments that are suitable to their financial objectives, risk profile, and investment horizon. We strictly adhere to the regulatory framework laid down by the Securities and Exchange Board of India (SEBI) and the Association of Mutual Funds in India (AMFI).
Our Journey
What began with a vision to make quality financial services accessible to investors in Himachal Pradesh has today evolved into one of the region"s trusted financial services companies. Over the years, our focus has remained unchanged—to build long-term relationships based on trust, transparency, and consistent service.
With a growing client base and a strong investment culture, RupeeXpress has built a robust Systematic Investment Plan (SIP) book of over 1.50 Crore every month, reflecting the confidence that investors have placed in our advice and services.
What We Do
We assist investors in accessing a wide range of financial products and investment solutions, including:
Our role is to help clients understand various investment options and facilitate investments based on their financial goals and risk appetite.
Our Approach
At RupeeXpress, we believe that every investor"s financial journey is unique. Rather than focusing on short-term market movements, we encourage disciplined, goal-based investing and long-term wealth creation through appropriate financial products.
Our investment process begins with understanding the client"s:
Based on this understanding, we help clients identify suitable investment solutions from the products that we distribute.
Technology Driven Services
We leverage technology to provide a seamless investment experience. Our digital platform enables investors to:
By combining technology with personalized service, we aim to make investing simple, convenient, and efficient.
Why Investors Choose R-RupeeXpress
At RupeeXpress, we believe that trust is earned through consistent service, transparency, and long-term relationships. Over the years, we have built a strong reputation by placing our clients" interests at the center of everything we do.
Our clients choose us because of:
200+ Crore of client assets facilitated across Mutual Funds, AIFs, and PMS. 1.50 Crore, reflecting investors" confidence in systematic investing.A Relationship Built on Trust
One of our greatest achievements is that a significant portion of our new business comes through referrals from our existing clients. We consider this the highest recognition of the trust and confidence our clients place in us.
Their recommendations to family members, friends, colleagues, and business associates reflect the quality of service and long-term relations
Vishal co-founded RupeeXpress and is a commerce graduate and PGDBM with a professional experience, of more than 15 years, across Advertisement Sector, Insurance, Banking and Mutual Fund Industry. His expertise in banking and retail assets in State Bank of India has been critical in setting up the RupeeXpress business intelligence platform.
His last stint was with SBI MUTUAL FUND and was heading the SBI group branches of Himachal Pradesh.
His understanding of the High Net Worth segment is incredibly impeccable having dealt with this segment all through & being instrumental in servicing large and Institutionalclients.
Vishal is born & brought up in Himachal Pradesh. He is an adventure freak & soft spoken person. In his leisure he loves to spending time with his family.
Vikrant co-founded RupeeXpress and is post graduate in commerce and Law graduate with a professional experience, of more than 14 years, across Banking, Insurance, and Asset Management Companies. He is a hands-on and seasoned financial advisor. His area of expertise includes having key strengths in Investment planning & management.
He brings key market dynamics, industry insights & professionalism to his approach in a structured format. He started his career in banking in the year 2004 with ICICI Bank as Officer in Retail Branch Banking at Delhi. Then in 2005 he moved to Aviva Life Insurance as Financial Planning Manager in bancassurance and remained there till 2006.
Then he moved to ICICI Prudential Life Insurance and remained with Prudential till 2008 and served as Sales Manager at their Delhi branches. Then he moved to PNB Principal Mutual Fund, Delhi as Retail Head.
His last stint since 2010 was with UTI Mutual Fund in Shimla as AVP and was managing 500 crores assets base in Retail, Institutional, Government Business, Banking, National Distributors, & PSU Business for entire Himachal Pradesh.
His understanding of the High Net Worth segment is incredibly impeccable having dealt with this segment all through & being instrumental in servicing large and Institutional clients.
Vikrant is born and brought up in Himachal Pradesh. He is an adventure freak & loves to conquer mountains.
Discover our journey through Photos, Certificates, Awards, and Client Testimonials."