A 6-year education corpus was fully mapped out and aligned with their financial goals
The new investment strategy delivered a projected CAGR of 12%
A young family had irregular savings habits, no structured plan for their child’s education, and minimal clarity on how much to save or where to invest. Their existing investments were scattered and delivering suboptimal returns.
Solution
We built a goal-based financial plan aligned with their education timeline.
The strategy included:
A disciplined SIP schedule mapped to yearly milestones
Tax-efficient investment instruments to maximize post-tax returns
A clear projection model to track progress and adjust annually
