Success stories

Real families. Real numbers. Real peace of mind.

Names and a few details are changed for privacy. The plans and outcomes are real.

Anika & Rohan

Newly married · Bengaluru

Before: Two incomes, six random funds, no plan. Renting and feeling guilty about it.
The plan: Goal-mapped 70/20/10 portfolio. ₹65k SIP across 3 funds. ₹1.5 Cr term cover each.
Today: ₹38L corpus in 3 years. Booked a 3BHK in Whitefield with a 22% down payment.

₹38L

wealth built in 3 yrs

Priya M.

Founder · D2C brand

Before: All wealth tied up in the business. No personal SIP, no emergency fund.
The plan: Founder salary discipline. ₹15L emergency reserve. Liquid + Arbitrage ladder. ULIP exit.
Today: Personal corpus crossed ₹1.2 Cr. Slept through last year's downturn.

1.2 Cr

founder corpus

Vikram

55 · Pre-retirement, Pune

Before: Retiring in 6 yrs. 80% equity. Two LIC endowments. No income plan.
The plan: Glide-path to 50/50 over 36 months. SWP modelled at 4%. Surrendered endowments.
Today: On track for ₹1.8L/month inflation-adjusted income from age 61.

₹1.8L/mo

retirement income