Plan today · Invest wisely · Secure tomorrow
Complete financial solutions for you and your family — mutual funds through SIP, and insurance that actually pays out when it matters. One distributor, one number to call, from the first investment to the last claim.
What I do
Grow what you have, and protect what you cannot afford to lose. Most people get advice on only one of the two.
A disciplined way to build long-term wealth, matched to a goal and a timeline rather than to whatever is performing well this quarter.
Cover sized to your actual liabilities and dependents, from insurers who settle claims — with help from me on the day you need to file one.
Insurance offer
When you buy an eligible insurance policy through Rupareliya Wealth, you may receive cashback. The eligible list is limited and changes from time to time, so ask before you buy — you will be told upfront whether your policy qualifies and exactly how much.
Please note: cashback applies to selected insurance policies only — not to every policy or every category listed above. Eligibility, amount and payout timing depend on the insurer, the product and the premium, and may be withdrawn or revised at any time. Insurance is a contract of solicitation; cashback should never be the reason you choose a policy. Terms and conditions apply — confirm your policy's eligibility on WhatsApp before purchase.
Power of compounding
A SIP is not about timing the market. It is about giving a modest monthly amount enough years to do the work. Move the sliders and watch the gap between what you put in and what it could become.
Illustrative value Amount invested
Illustration only, using an assumed constant rate of return. Mutual fund returns are not guaranteed, vary with market conditions, and past performance does not indicate future results. This is not a promise of any specific outcome.
Plan your life goals
Investing without a goal is just saving with extra steps. We start by naming what the money is for, then work backwards to the monthly number.
“Salary ek din band ho jayegi. Retirement planning sirf retirement ke liye nahi, financial independence ke liye hoti hai.” Why we start early
Your earning years are finite. The corpus that replaces your salary is built quietly, in the background, over decades — which is why the best day to start was years ago, and the second best is this month.
Why work with me
You are not buying a product off a shelf. You get someone who knows your situation, picks up the phone, and stays around after the paperwork is signed.
How it works
Income, dependents, loans, existing policies, what worries you at 2am. No jargon, no sales pitch.
Digital KYC, SIP mandates and policy issuance handled end to end. Usually done within a day or two.
Renewal reminders, annual reviews, top-ups when your income grows, and claim support when you need it.
About
Founder of Rupareliya Wealth, an AMFI Registered Mutual Fund Distributor (ARN 356948) and Insurance Planner. I help salaried professionals, business owners and families put a structure around their money — a SIP that runs quietly in the background, and cover that holds up when something goes wrong.
The work is deliberately unglamorous: right-sized term cover, health insurance that does not fail on a technicality, and a portfolio reviewed once a year instead of checked once a day. Most of my clients come from referrals, which is the only marketing metric I care about.
“Financial goals tabhi pure hote hai, jab planning aaj se shuru hoti hai.” Dhruvesh R Rupareliya
Founder
AMFI Registered Mutual Fund Distributor
& Insurance Planner · ARN No. 356948
Questions people actually ask
Many schemes allow a SIP starting from ₹500 a month. The right amount depends on your goal, your timeline and what you can invest consistently without straining your monthly budget — starting small and stepping up each year usually beats waiting until you can afford a large amount.
You are not charged a separate advisory fee. As an AMFI Registered Mutual Fund Distributor (ARN 356948), Rupareliya Wealth is paid a commission by the asset management company, which is disclosed in the scheme documents.
Cashback is available on select insurance policies only, and the eligible list changes from time to time depending on the insurer and the product. Ask before you buy and you will be told exactly whether your policy qualifies and what the amount would be. Terms and conditions apply.
A common starting point is 10 to 15 times your annual income, adjusted for outstanding loans, your children's education costs and any cover you already hold through an employer. We work out the exact figure together rather than picking a round number.
Yes. Claim assistance and renewal reminders are part of the service. You get a single point of contact for documentation, follow-ups and coordination with the insurer, instead of a call centre queue.
Get in touch
The first conversation is free and there is no obligation to buy anything. Send a message on WhatsApp with what you are trying to figure out, and we will take it from there.
A couple of lines is enough. The more of this you include, the more useful the first reply will be.
Nothing is shared with anyone else, and there is no pressure to buy on the first call.
