Imagine achieving financial freedom while most are still figuring out their careers. That’s exactly what our client—a tech professional in his mid-40s—did. With a clear vision to retire early and pursue passion projects, he approached us with a specific goal: retire at 45 without compromising his lifestyle or legacy.
Despite a healthy income, his investments lacked a unified strategy. With no retirement corpus in place and scattered holdings, he needed a precise and disciplined plan to fast-track his goal. That’s where we stepped in—to turn ambition into execution.
Our approach included
We built a roadmap with aggressive yet balanced investment strategies tailored to his early retirement vision, while ensuring tax efficiency and financial protection.
Goal-based wealth planning
We identified retirement and post-retirement needs, created inflation-adjusted targets, and structured investments using a mix of equity funds, global exposure, and REITs.
Passive income strategy
We established streams of predictable income via dividends, SWPs, and alternate assets to replace salary post-retirement without drawing down the core corpus.
Results that speak for themselves
Today, he enjoys a work-optional lifestyle—traveling, mentoring startups, and living life on his terms—all before turning 46. His finances now work as hard as he once did.
- Retired at 45 with ₹3.5 Cr+ corpus
- ₹1.2 Lakh+ monthly passive income structured
- Zero-debt lifestyle with future medical and travel needs fully accounted for