# Case Studies — Arthum Wealth Services

Names changed for privacy. Numbers, problems and outcomes are real.

## Case 01 — Retiree Portfolio Restructure
17 mutual funds, 4 endowment policies, 80% equity at age 62 → restructured into a 4-fund SWP producing ₹85,000/month tax-efficiently. → [/case-studies/retiree-portfolio-restructure/](/case-studies/retiree-portfolio-restructure/)

## Case 02 — 29-Year-Old Tech Worker FIRE Plan
From scattered ELSS-only investing to a written 15-year plan with term insurance, health cover, international equity SIPs and NPS — built around a ₹5 Cr corpus target. → [/case-studies/young-professional-wealth-plan/](/case-studies/young-professional-wealth-plan/)

*Case studies are illustrative. Past outcomes are not indicative of future returns.*