Mutual Funds · Insurance
Your Partner in Wealth Creation & Protection
Dhairya Wealth helps families in Bikaner and across India invest with purpose and insure with clarity. Goal-based mutual fund portfolios and the right cover for your life stage — from one advisor who stays with you.
AMFI Registration
ARN-339397
Insurance License
IRDAI Certified POSP
Tamanna Pugalia
MBA, PGDBF
100+
Families served
ARN-339397
AMFI Registration No.
What we do
Everything you need to grow and protect your money
Investments and insurance are two halves of the same plan. We handle both, so your protection never falls behind your ambition.
Mutual Funds
SIP, lumpsum and goal-based portfolios built around your life, not a product sheet.
Learn moreTerm Insurance
Maximum protection for your family at the lowest possible premium.
Learn moreHealth Insurance
Individual and family floater cover chosen on clauses, not just on price.
Learn moreMotor Insurance
Comprehensive and third-party cover with timely renewals and claim help.
Learn moreTravel Insurance
Domestic and international plans for medical, delay and baggage cover.
Learn morePlanning Tools
Eight free calculators for SIP, retirement, education, SWP and term cover.
Learn moreFree tools
Run the numbers before you invest
Real formulas, instant results and clear charts. No sign-up required.
Why Dhairya Wealth
Advice you can check, and an advisor who stays
We keep it simple: disclose everything, sell only what fits, and review it every year.
Personalised, not packaged
Your plan starts from your goals and cash flow — never from whatever product is being pushed this quarter.
Full transparency
AMFI registered (ARN-339397) and IRDAI certified POSP. Our registration and how we're paid is always disclosed.
Ongoing reviews
Annual portfolio reviews, rebalancing and claim support — the relationship starts after the sale.
One advisor, both sides
Investments and protection handled together, so nothing overlaps and nothing is left uncovered.
Ready to put your money to work?
A 30-minute conversation is usually all it takes to see where you stand. Free, and with no obligation to invest.