Why Dhairya Wealth
An advisor you can question, and answers you can verify
Three things separate a distributor who sells from an advisor who stays: how the plan is built, how it is disclosed, and what happens after.
Personalised advice
No model portfolio gets copy-pasted onto your life. We start from your income, your commitments, your risk comfort and the dates your goals fall due — then build the plan backwards from there.
- Goal mapping before product selection
- Cash-flow aware SIP amounts you can actually sustain
- Cover sized to your family's real dependency, not a thumb rule
Complete transparency
We tell you what we earn and who pays us. As an AMFI registered distributor (ARN-339397) our commission comes from the fund house; as an IRDAI certified POSP, from the insurer. You are never charged an advisory fee.
- Registration numbers disclosed on every page
- Product limitations explained, not glossed over
- You always see the reasoning behind a recommendation
Ongoing support
The sale is the beginning of the relationship. Markets move, incomes change, families grow — your plan should keep up, and someone should pick up the phone when it matters.
- Annual portfolio review and rebalancing
- Renewal and premium due-date reminders
- End-to-end help at claim time, including documentation
Our promise
Four commitments we hold ourselves to
We will never recommend a product we would not buy ourselves.
We will tell you when you do not need something.
We respond to every enquiry within one working day.
We disclose every commission source, without being asked.
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