Names changed for privacy. Numbers, problems and outcomes are real.
17 mutual funds, 4 endowment policies and 80% equity at age 62 — restructured into a 4-fund SWP that produces ₹85,000 / month tax-efficiently.
Read CASE 02 / FIREFrom scattered ELSS-only investing to a written plan covering term insurance, health, international equity SIP and NPS — built around a ₹5 Cr corpus target.
Read30-minute discovery call. Walk away with one clear next step.
ARTHUM