Retirement · Three generations
Discover your retirement corpus with the VIP session at zero cost, with IIM Lucknow analyst’s institutional grade analysis.
*only if you are serious about investment plans
The same lifestyle, priced in the money of each year. Your corpus has to reach the last bar, not the first.
We are building India’s largest corpus planning movement. Be part of it.
Mutual fund investments are subject to market risk. Read the full disclosure below.
Cumulative corpus we have assessed and advised on. Summed live from our Retirement Calculator and 3rd Generation Wealth tool.
Joining the community is how your invitation is issued. Nothing to pay, at any stage.
You do not just get a total. You get which part of the corpus pays for what, and in which year it is needed.
Want one of these looked at on its own? Pick it and we will start there
Step two
One tap on the button. That is the only thing you need to do to be eligible. VIP access, nothing to pay at any stage.
Your name, the WhatsApp number your pass should go to, and your email. PAN is optional here, and only needed later at the corpus calculation call. Open the form →
Once the form is in, we issue your pass with a code on it. Your pass covers one full session to work out your real number.
Your pass is valid for one month from the day it is issued. Weekends only, so choose a Saturday or Sunday that suits you inside that window.
We work through your corpus, your goals and the gap between them. Our tools run in 13 currencies, so it works whether you are in India or abroad.
PAN is optional here, and only needed later at the corpus calculation call.
The session
One structured sitting, on a Saturday or Sunday, covering the two things that decide whether the plan holds.
If you already hold mutual funds or other investments, we review what you have built so far, how it is allocated, and whether it is pointed at the goals you actually have.
The real number in future rupees, the monthly investment that reaches it, and how a withdrawal plan draws an income from it afterwards.
What the course costs by the time they get there, not what it costs today.
A funded plan for the date, instead of a scramble in the year it arrives.
Building or rebuilding, costed at the inflated figure for the year you intend to start.
VIP access. Nothing to pay at any stage.
How it works
One tap on the button. That is the only thing you need to do to be eligible. VIP access, nothing to pay at any stage.
Your name, the WhatsApp number your pass should go to, and your email. PAN is optional here, and only needed later at the corpus calculation call. Open the form →
Once the form is in, we issue your pass with a code on it. Your pass covers one full session to work out your real number.
Your pass is valid for one month from the day it is issued. Weekends only, so choose a Saturday or Sunday that suits you inside that window.
We work through your corpus, your goals and the gap between them. Our tools run in 13 currencies, so it works whether you are in India or abroad.
If something comes up
Either of us can postpone once. If your weekend changes, tell us in the group and we will move the slot. If we need to move it, we will tell you the same way.
If we cannot deliver a second time, that is on us. Should we fail to hold your session after already postponing once, we will run a Loan Neutralisation session for you at no charge . It is the same session our investor community books.
VIP access. Nothing to pay at any stage.
Our milestones
Mutual fund investments are subject to market risk. Read the full disclosure below.
A three-generation view of what your family actually needs: built, drawn down, and passed on. Yours can be mapped this weekend, on your invitation.
Cumulative corpus we have assessed and advised on. Summed live from our Retirement Calculator and 3rd Generation Wealth tool.
One SIP, followed the whole way: the corpus you build, the income it pays you, and the legacy your family inherits.
Follow the three legs →
Your place comes with the community invitation. Nothing is collected at any stage. Weekends only, one session per pass, booked inside a month of joining.
How it works →Swipe for more →
A retirement figure picked five years ago is already out of date, because inflation moved it while you were saving towards it. Every session we run starts by correcting that number, then works backwards to the monthly investment that actually reaches it.
VIP access. Nothing to pay at any stage.
Before you come
Every tool below is open to you, needs no sign-up, and works on your phone. The estimator runs in 13 currencies, so it works whether you are in India or abroad. Turning up with a figure already in mind makes the session far more useful.
Enter what a goal costs today. See what it costs by the year you actually need it.
Open the estimator →The monthly SIP that funds your number, the withdrawal plan that pays you from it, and what passes on afterwards.
Open the roadmap →The same rupee, two roads. Repaying a loan against putting it to work, side by side with every field editable.
Open the comparison →Map your household expenses, then see the corpus that supports them through retirement.
Open the calculator →VIP access. Nothing to pay at any stage.
These are not part of the VIP discovery session. They are worked through with members of our investor community, once the basics are in place.
Using borrowing deliberately to build an asset rather than to consume, and structuring an investment alongside the loan so the interest you pay is worked against.
Whether to purchase today with a loan or defer the purchase, costed both ways with every field editable, so the decision is made on numbers.
The real three-generation figure, not the one picked years ago in today's rupees, followed through accumulation, drawdown and what passes on.
Where and when to buy land, mapped against how a city is actually expanding rather than where the advertising points.
VIP access. Nothing to pay at any stage.
Or scan to join
Open the WhatsApp camera and point it here to join the group. Your VIP pass follows once you are in.
