RK Financial Planning Hub logo
RK · FINANCIAL PLANNING HUB
Founder & CEO · RK Financial Planning Hub

Rupesh Kumar
India's Financial Doctor.

मैं निवेश नहीं, Financial Clarity देता हूँ—ताकि हर Parent अपने बच्चे के भविष्य के लिए सही निर्णय ले सके और हर परिवार आत्मसम्मान के साथ रिटायर हो सके।

18+
Years
1500+
Families
₹400 Cr+
Portfolio
Rupesh Kumar — Founder & CEO, RK Financial Planning Hub
NISM · SEBI · IRDAI
Since
2007
Financial
Doctor
Diagnose
First
Scroll
0+
Years Experience
0+
Families Guided
0+ Cr
Portfolio Managed
0
Parents · Mission 2036
0
Couples · Mission 2036
About

The Financial
Doctor.

मैं Rupesh Kumar हूँ — Founder & CEO, RK Financial Planning Hub। पिछले 18 वर्षों से मेरा उद्देश्य केवल Financial Products बताना नहीं, बल्कि लोगों की Financial Life का सही Diagnosis करना है।

Financial Planning की सबसे बड़ी समस्या पैसों की कमी नहीं, बल्कि Clarity की कमी है।

Diagnose First
Prescribe Second
Financial Clarity Today
Dignified Tomorrow
Rupesh Kumar — India's Financial Doctor
18 Years. One Philosophy.
Diagnose First · Prescribe Second
2007Chapter 1

The Beginning

18 वर्षों की यात्रा शुरू — Life, Health, General Insurance और Goal-Based Financial Planning।

2014Chapter 2

Financial Doctor Framework

Diagnose First, Prescribe Second — clients की financial life का proper diagnosis।

2020Chapter 3

1500+ Families

Trust-based advisory, Financial Health Check-up और Child Future Readiness Survey।

2025Chapter 4

₹400+ Crore Portfolio

व्यवस्थित और जिम्मेदार portfolio management — clarity, discipline, dignity।

Mission 2036

A Vision for
Every Indian Family.

2036 तक 30,000 भारतीय परिवारों तक Financial Clarity और Dignified Retirement की रोशनी।

Mission 01
0Parents

Higher Education Fund

20,000 Parents को उनके बच्चों की Higher Education Fund की चिंता से मुक्त करना।

Target · 2036
Mission 02
0Couples

Dignified Retirement

10,000 Couples को Financially Independent और Dignified Retirement के लिए तैयार करना।

Target · 2036
Core Expertise

Twelve Disciplines.
One Philosophy.

Every framework built to deliver Financial Clarity — from diagnosis to lifetime execution.

01

Financial Health Check-up

Complete financial diagnosis of your family portfolio.

Learn more
02

Financial Diagnosis

Deep gap analysis before any prescription.

Learn more
03

Child Future Planning

Higher Education readiness for your children.

Learn more
04

Retirement Planning

Dignified, financially independent retirement.

Learn more
05

Financial Thali

Balanced asset design across categories.

Learn more
06

Financial Pyramid

Framework for stability, growth, protection.

Learn more
07

Financial Kundli

Personalised financial DNA analysis.

Learn more
08

Goal Planning

Every rupee mapped to a life goal.

Learn more
09

Asset Allocation

Right mix for your risk & horizon.

Learn more
10

Diversification

Reduce risk, optimise long-term returns.

Learn more
11

Risk Profiling

Understand your true risk capacity.

Learn more
12

Financial Awareness

Educate first, invest second.

Learn more
Professional Experience

Since 2007.

Life, Health, General Insurance एवं Goal-Based Financial Planning में 18+ वर्षों का trusted अनुभव।

NISMSEBIIRDAI
0118+ Years of Financial Advisory Experience
02Since 2007 Serving Families with Trust & Integrity
031500+ Families Guided & Financially Protected
04₹400+ Crore Client Portfolio Under Guidance
05Licensed Professional — NISM · SEBI · IRDAI
06Hall of Fame · Multi Millionaire Championship
Credentials

Professional Certifications & Credentials

Continuous learning and internationally recognized professional certifications that strengthen my commitment to providing trusted financial guidance.

6 verified credentials · continuously growing
Certifications

A Foundation of Credibility.

20+ Certifications
Continuously growing
Awards & Recognition

Moments of Recognition.

National stages, industry honours and milestone felicitations — a record of trust earned through disciplined, family-first financial guidance.

Awards & Recognition

A Decade of Excellence.

01

Hall of Fame

Digital Gyani Community

02

Multi Millionaire Championship

Manthan Event

03

Retirement Planning Expert

Certified Specialist

04

Child Future Planning Specialist

Certified Expert

05

Financial Awareness Professional

Advocacy & Education

"
My Clients are not Investments.
They are my Responsibilities.
Rupesh Kumar · Financial Doctor
Client Promise

Your Trust.
My Commitment.

"हर Client मेरे लिए केवल एक Investment नहीं, बल्कि एक जिम्मेदारी है।"

"जब तक उनके Financial Goals स्पष्ट नहीं होते और उनके लिए सही Roadmap तैयार नहीं होता — तब तक मेरा काम पूरा नहीं होता।"

"मेरे Clients की सफलता ही मेरा सबसे बड़ा पुरस्कार, और उनका विश्वास ही मेरी सबसे बड़ी पूंजी है।"

Education
Post Graduation

Vinoba Bhave University

Master's Degree

Media & Presence

Connect with the Financial Doctor

Book Consultation

Let's begin your Diagnosis.

Book your complimentary Financial Health Check-up. No products. Only clarity.

Your information stays confidential.

Rupesh Kumar, Founder & CEO of RK Financial Planning Hub
RK Financial Planning Hub logo
Rupesh Kumar
Founder & CEO
Direct Line
RK Financial Planning Hub logo
RK Financial Planning Hub
Surat, Gujarat, India
Serving families across India · Online & in-person consultations
Chat on WhatsApp