The Essentials Portfolio
Your Way to Growth, Peace, and Stability
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A pre-built model portfolio designed for long-term compounding.
(Regular: ₹2999 | Full refund if it underperforms Nifty50)
❌ Why Most Indian Investors Struggle
Mis-selling by banks, insurance agents, and online influencers
No real plan — just hope, tips, and stock-picking
Emotional investing: buy high, sell low during market swings
90% of active mutual funds underperform the Nifty
Plain index funds still suffer 30–50% drawdowns
Poor diversification, lack of strategy, and fear-driven decisions
👉 All this results in poor returns and unmet financial goals.
✅ Introducing a Solution That Works
Designed using Modern Portfolio Theory, this diversified, low-maintenance portfolio solves everything above.
Built for 10+ year goals like:
🏠 Buying a home
🎓 Kids’ higher education
👴 Peaceful retirement
Portfolio Composition:
Portfolio Composition:
India + US Equity ETFs
Gold + Liquid Funds + REITs
Rebalanced every June and December
Start with just ₹2,000/month SIP
Last Year Returns: 17.58%
(Nifty: 7.43%) As of 1st June 2025
No stock-picking. No monitoring. Just follow a plan.
Your Membership Includes:
✔️ Complete Portfolio in Notion Format (easy to track)
✔️ Portfolio Explainer Videos (English, Hindi, Marathi)
✔️ Google Sheets Calculator
✔️ Automation via Smallcase or Manual Execution
✔️ Private WhatsApp Group Access
✔️ Rebalancing Alerts, Investment Tips & Educational Support
✔️ All it takes: Just 5 minutes a month
“My money finally feels managed — not scattered.”
“I’ve been investing for 4 years, but this is the first time I feel like I have a plan. And the growth? Incredible!”
— Aditya, Pune
✅ 100+ investors already building long-term wealth without chaos.
✅ Take control, feel confident, and invest smarter — for life.
Why It Works:
📈 Backtested Results
₹1,00,000 → ₹1,17,580 in the past year
Expected CAGR: 12–16%
Diversified across Asset classes, Marketcaps and Geographies
📉 Lower risk than active funds
🧠 No fund manager dependency
💸 Tax-efficient, low maintenance, passive
📊 You’re not just buying a portfolio.
You’re buying clarity, confidence, and control.
✨ Ready to Take Control of Your Financial Future?
🎁 ₹2,999/year (Regular Price)
💥 Now at ₹1,999/year – Limited Period Offer
📆 Includes full 12 months of access
🚀 Lifetime wealth-building starts now
FAQs
Q: Is it beginner-friendly?
Yes! Even if you’ve never invested, the explainer video + step-by-step files will guide you.
Q: How do I invest?
Two ways — manual (via Google Sheet) or automatic SIP via Smallcase.
Q: Do I get updates?
Yes. You'll receive portfolio alerts, rebalancing reminders, and tips via WhatsApp.
Q: Will this work for my goals?
Absolutely. It’s structured to meet long-term wealth goals like retirement, home, or financial freedom.
Q: What is the return expectation?
A: Past year: 17.58%. Future CAGR expected ~12–15% over the long term.
Join a Growing Community of Long-Term Investors
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