Illustrative examples of how different goals can be approached for professionals, families, NRIs and business owners. Names are representative; actual results vary based on individual circumstances and market conditions.
A 28-year-old IT professional in Delhi wanted to begin investing with ₹10,000/month over 10 years. We structured a diversified SIP across large-cap, flexi-cap and multi asset funds — balancing growth with smoother risk management.
A couple aged 55 with ₹40L in savings needed a 5-year plan to retirement. We rebalanced from high-risk equity to a hybrid strategy — ensuring steady income post-retirement while still outpacing inflation.
Parents wanting ₹50L in 15 years for their child's higher education. We designed a phased SIP with aggressive equity allocation in early years shifting to debt closer to the goal — a proven glide-path strategy.
An HNI family wanted a more diversified strategy beyond domestic mutual funds. We created a framework combining SIF opportunities, global investments, core equity exposure, and disciplined liquidity buckets for near-term commitments.
An NRI client wanted exposure to India-focused alternatives with cleaner offshore access. We illustrated a GIFT City AIF route alongside mutual funds and global diversification, keeping repatriation, currency risk, and liquidity needs central.
Representative allocation for a 35-year-old investor with moderate risk appetite and a 10–15 year horizon. For illustration only.
| Fund / Asset Class | Category | Allocation | Weight | 3Y CAGR (Illustrative) |
|---|---|---|---|---|
| Large Cap Index Fund | Equity — Large Cap | 30% | ↑ 14.2% | |
| Flexi-Cap Fund | Equity — Flexi Cap | 20% | ↑ 16.8% | |
| Multi Asset Fund | Hybrid — Multi Asset | 25% | ↑ 12.4% | |
| Mid & Small Cap Fund | Equity — Mid/Small | 10% | ↑ 22.4% | |
| Hybrid Balanced Advantage Conservative | Hybrid — Conservative | 15% | ↑ 9.8% |
*Past performance not indicative of future returns. Mutual fund investments are subject to market risks. Read all scheme documents carefully.
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Ajay ji has been managing my family's investments for over 15 years. His calm guidance during the 2020 crash — when we wanted to exit everything — saved us from a costly mistake. Our portfolio has since doubled.
I was completely new to investing when I approached WealthSage. Eepsa broke everything down so clearly — from SIPs to risk profiling — that I finally felt confident putting my savings to work.
As an NRI, I struggled to find a trustworthy advisor in India. WealthSage made the process seamless — from NRE account investments to portfolio reviews over video calls. Highly recommended.
As a doctor, my schedule leaves little time to track investments closely. WealthSage helped me organise my savings into a clear plan for my own long-term goals, with simple explanations and regular reviews that make investing feel manageable.
What sets WealthSage apart is their honesty. When I wanted to put everything into a high-risk sector fund, they showed me exactly why that was a bad idea for my goals — and offered a better alternative.
I started my SIP journey with WealthSage 8 years ago with just ₹5,000 a month. Today my portfolio is something I'm genuinely proud of. Their long-term thinking really works.