Mutual Funds
We provide expert guidance in selecting and managing mutual fund investments tailored to your financial goals, risk profile, and long-term wealth creation strategy.
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Since 2013
Investment for
Financial Freedom
Providing expert mutual fund advisory, insurance solutions, portfolio management, and tax planning services with integrity, experience, and personalized guidance, helping individuals and families build secure wealth and achieve long-term financial goals.
Contact NowAbout ShagunShri-Wealtha
Smart Investment & Insurance Solutions for Your Financial Security
ShagunShri-Wealtha, led by financial consultant Dev Bajpai, provides trusted financial guidance to help individuals and families build long-term financial stability. Our focus is on simplifying financial planning through reliable investment strategies, insurance protection, and tax-saving opportunities tailored to each client's needs.
Mutual Fund Investment Planning
Life & Health Insurance
Retirement Planning
Portfolio Management
Mr. Dev M. Bajpai
Founder & Financial Consultant, Since 2013
Why choose us?
Trusted Guidance for Smart Financial Decisions
At ShagunShri-Wealtha, we help individuals and families plan their financial future with confidence. Our approach focuses on transparent advice, personalized investment strategies, and reliable insurance solutions designed to protect and grow your wealth.
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Expert Investment Guidance
Get professional support for mutual fund investments, portfolio planning, and long-term wealth creation strategies tailored to your financial goals.
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Complete Insurance Solutions
We help you secure your future with life, health, and motor insurance plans that provide financial protection and peace of mind for you and your family.
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Personalized Financial Planning
From retirement planning to tax-saving investments, we design financial strategies that match your life goals and risk profile.
13+
Years of Financial Consulting
800+
Happy Clients Served
10+
Financial Services Offered
1000+
Investment & Insurance Plans Guided
100%
Commitment to Client Satisfaction
Our Services
Professional Services We Offer
Tailored investment and insurance solutions designed to protect and grow your wealth at every stage of life
Portfolio Management Service (PMS)
Our Portfolio Management Services offer professionally managed investment portfolios designed to deliver optimized returns through strategic asset allocation and active management.
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Retirement Planning
Our retirement planning strategies focus on building a stable and sufficient corpus to maintain your desired lifestyle after retirement.
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Life Insurance
We help you secure your family’s financial future with reliable life insurance solutions that provide protection, savings, and long-term financial stability.
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Mediclaim (Health Insurance)
Our health insurance solutions ensure financial protection against medical emergencies, offering comprehensive coverage and peace of mind for you and your family.
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General Insurance
We offer comprehensive general insurance solutions to protect your assets, property, and business against unforeseen risks and damages.
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Testimonials
Hear It From Our Clients
Real stories from clients who trusted us with their financial goals and achieved lasting peace of mind.
“Dev ji guided me through my first SIP investment and explained everything in simple terms. Within three years my portfolio has grown significantly. I trust ShagunShri-Wealtha completely with my family’s financial future.”
Ramesh Sharma
Teacher, Ujjain
“I approached ShagunShri-Wealtha for a Mediclaim policy for my parents. They compared multiple options, found the best coverage at an affordable premium, and supported us through the claim process too. Truly a dependable advisor.”
Priya Verma
Homemaker, Ujjain
“Mr. Dev Bajpai helped us plan our retirement systematically. He suggested a balanced mix of mutual funds and insurance that suits our risk appetite. Now in our 50s, we feel genuinely secure about the future — something we couldn’t say before meeting him.”
Suresh & Kavita Gupta
Business Owners, Ujjain
Frequently Asked Questions
Get answers to your questions about mutual funds, insurance, retirement planning, and investment advisory.
We offer a comprehensive range of financial services including Mutual Fund investment planning, Portfolio Management Services (PMS), Retirement Planning, Life Insurance, Health Insurance (Mediclaim), and General Insurance. Our goal is to provide personalized, end-to-end financial solutions that align with your life goals and risk appetite.
Getting started is simple. Reach out to us via our contact page or call us directly. Our advisor, Mr. Dev Bajpai, will understand your financial goals, assess your risk profile, and recommend a suitable mutual fund portfolio — whether SIP-based or lump sum — tailored specifically for you. We also assist with KYC completion and account setup.
Mutual Funds pool money from multiple investors and invest in diversified assets, making them suitable for most investors. PMS (Portfolio Management Services), on the other hand, offers individually managed investment portfolios with a higher degree of customization and active management, typically suited for high-net-worth individuals (HNIs) with larger investable surpluses. We help you choose the right option based on your financial situation.
A financial advisor helps you identify the right plan based on your age, income, family needs, and existing coverage — rather than just picking a policy off the shelf. At ShagunShri-Wealtha, we compare plans across leading insurers, explain the fine print, help you avoid over-insuring or under-insuring, and assist you during claims. Our guidance ensures your insurance truly protects you when it matters most.
The earlier, the better. Starting your retirement plan in your 20s or 30s allows the power of compounding to work in your favour, requiring smaller monthly contributions to build a substantial corpus. Even if you start later, our advisors can design a catch-up strategy with a mix of high-return mutual funds, pension plans, and other instruments to help you retire comfortably.
You can reach us through our Contact Us page, call us directly at our office in Ujjain, or drop us a message via WhatsApp. Mr. Dev Bajpai personally consults with each client to understand their financial needs. We offer a free initial consultation to help you get started on your financial journey with confidence.
Partner With Us for Trusted,
Professional Financial Advisory
Delivering reliable investment advisory, insurance solutions, and retirement planning backed by 13+ years of experience and trust.
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