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NRI Wealth Maximizer
NRI Wealth Maximizer gives NRIs a platform to invest in India and profit from India's growth story. Investment returns in India have been strong in the last decade and since the global economy is now favoring Asian economies our moat remains.
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SSIS offers two solutions for NRI investors depending on their overall involvement during the process.
End-to-End Management -
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How would SSIS help me Invest in India?
Aakash decides to retire in 20 Years
Aakash Profile
Age - 25
Profession - Software Development
Total Income - ₹18 Lakh/annum,
Total Debt - None
Current Portfolio - ₹20 Lakh
Overheads - Rent (₹15K), Avg Credit (₹30K)
Upcoming Milestones - House, Marriage
Retire By 40 Profile
Current Age - 25
Savings Ratio - 36%
Max Investment(Annual) - ₹4 Lakh
Major Life Changes - House, Marriage
Risk Appetite - Medium
Preferred Investments - Stocks, MFs, LI, gold
After keeping a reserve in banking and other liquid assets, Aakash has roughly ₹4 Lakh per annum to fulfill his retirement goal. Our team assesses his risk appetite and accounts for major life changes to understand whether his financial commitment toward this goal could increase. Since there are other goals, we assume no increase.
After understanding Aakash and his capital requirements over the years, SSIS divides the 20 years into 3 phases.
1. Acceleration Phase - In this phase we will invest in medium to high-risk products to chase growth and build a corpus. This phase will last 5-6 years.
2. Growth Phase - In this phase we will divide the profits and re-invest the first half in cash-flow generating assets and the other half in growth assets. This phase will last 7-10 years.
3. Deceleration Phase - In this phase we will re-invest for cash flow to improve your income in hand. By the end of this phase, your investments will become your primary income source, and continuing your job/profession will become an option.
By investing just ₹4 Lakh per annum with a medium risk appetite in Retire by 40 Aakash can generate a corpus of ₹12 crore & a stable income from investments between ₹80-85 Lakh per annum in 20 years.
Retire By 40 - Myth Busters
You don't have to work after 40
We create a huge corpus to spend from in 20 years!
Planning and execution are very aggressive!
I would have to invest everything I have to Retire Early
Salary/Profession becomes optional after 40.
We create investments that generate fixed cash flow in 20 years.
The planning is aggressive in the starting years & decreases annually.
Book a Call to discuss your financial commitment towards this goal.
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