POORNAYU · Investment advisory · Jaipur · Est. 2010
POORNAYU helps 5,000+ families in Jaipur grow, protect and pass on their wealth, through government schemes, insurance, real estate and considered alternatives.
₹0Cr+
Assets managed
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Families served
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Years of advisory
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Practice areas
(01) The firm
POORNAYU is a Jaipur investment advisory built on a simple conviction: every rupee entrusted to us carries a family's hope. For over two decades we have brought savings, protection and growth together under one disciplined, transparent practice.
Headquartered at The Royal Avenue, Sanganer. Serving clients across Rajasthan, NCR and beyond.
Rooted in JaipurThe Pink City, since 2010.(02)Practice areas
Every mandate is coordinated by a single advisory team, so your savings, protection and growth work together.
- 01Post Office SchemesGovernment-backed savings with assured returns and zero market risk.Savings
- 02Mediclaim PoliciesComprehensive health cover that protects your family from medical costs.Insurance
- 03Life & Vehicle InsuranceTerm life, motor and personal accident cover for what matters most.Insurance
- 04Real Estate InvestmentResidential and commercial advisory across Jaipur, Rajasthan and NCR.Investments
- 05Alternative InvestmentsDiversification beyond traditional instruments, with risk assessed first.Investments
- 06Media & AdvertisementPrint, digital and outdoor campaigns that reach audiences across Rajasthan.Media
- 07Mutual FundsGoal-based mutual fund investing is in preparation as our next practice area.Goal-based mutual fund investing is in preparation as our next practice area.Coming soon
(03) Leadership
“We do not simply manage money. We steward trust, and we treat every family's savings accordingly.”
Bhagesh Bilala
Founder & Chief Financial Advisor
A Chief Life Insurance Advisor with LIC (agency code 10101-19T) whose work has been recognised by Care Health Insurance and Religare, Bhagesh founded POORNAYU in 2010 to give families in Jaipur considered, transparent advice across every part of their financial life, under one roof.
(04)The POORNAYU standard
01
Trusted advisory
Two decades of transparent, ethical guidance and thousands of families who return year after year.
02
Client-first
Every recommendation is built around your goals and risk appetite, never around a product shelf.
03
Full spectrum
Government schemes, insurance, real estate and alternatives, coordinated under one roof.
04
Licensed and accountable
LIC agency code 10101-19T. Insurance is placed with IRDAI-regulated insurers, and every recommendation is documented.
05
Lifetime support
Continuous monitoring, renewal reminders and claim assistance long after you invest.
06
No hidden charges
A fully transparent model. We are paid standard industry commissions by providers, never from your returns.
(05)How we work
From the first conversation to the fiftieth review, every relationship follows the same rigour.
Step 01
Discovery
A complimentary first meeting to understand your income, obligations, family and goals. We listen before we recommend.
Step 02
Blueprint
A personalised plan that balances savings, protection and growth to your risk profile and time horizon.
Step 03
Execution
We handle documentation, applications and coordination with institutions, end to end.
Step 04
Stewardship
Regular reviews, renewal alerts and claim support, so the plan keeps pace with your life.
(06)Recognition
Two decades of awards and appreciation from LIC, Care Health Insurance, Religare and other partners reflect one thing: consistent service to our clients.
Institutions we work with
“When my husband had bypass surgery, POORNAYU managed the entire insurance claim. We received ₹4.8 lakh cashless. I do not know what we would have done without their support.”
(08)Live business news
Begin the conversation
Book a complimentary consultation. No obligation, just clear and considered guidance for your family's future.
