Our Story
Rupeeting was born in 2020 as a mutual fund platform, and it failed within days after launching. We couldn't stand out in a crowded market, failed to raise funds and could not get sight of sustained monetisation without burning copious amount of money.
We soon pivot to building and managing smallcases, starting first with multi-asset ETF portfolios, and then launching several equity smallcases, in 2021. Through 2022-24 at least one of our smallcases have been amongst the top 10 best-performing smallcases on the platform on the basis of annual returns.
But we weren't happy with just that. We wanted more ways to help out investors in making more wealth. After several ups and downs, and at least a dozen experiments over 2 years, in 2024, we found our spot in personalised advisory services - for both stocks and mutual funds.
We are now a full-service investment advisor, with a happy customer base, which we intend to expand as we create wealth for more and more people.
Meet our Founder
Sagar has spent more than 12 years in the equity markets, across investment advisory, institutional broking and asset management.
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His last stint was in fund management at Daiwa Asset Management, which is Japan's second largest AMC with an AUM of US$ 200 billion.
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He has also worked at Motilal Oswal Securities, Antique Stock Broking and Dalal Street Investment Journal.
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He is a CFA charterholder, holds a masters degree in finance from University of Reading, and a bachelors in business from NMIMS.
Powered by Paterson Securities Group
Rupeeting is associated with Paterson Securities, which is one of the oldest stock brokers in India.
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Founded in 1892 as Todd & Co., the company became Paterson Securities in 1935.
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With a rich legacy dating back to more than 100 years, Rupeeting has a strong backing from a timeless partner.
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Paterson Securities Group today has presence across stock broking, wealth management, portfolio management and investment advisory.
