This is a personalized roadmap session where we will build your path to reach first ₹1Cr portfolio.

What We'll Cover (The ₹1Cr-₹10Cr Blueprint):

✅ Goal Mapping: Create a Future Financial plan for

1. Buying a home
2. kids' education
3. and early retirement

✅ Portfolio Restructuring: Review your existing MF/Stock investments and align them with your risk profile.

✅ Debt Optimization: Action plan to clear bad loans (if applicable)

✅ The ₹1Cr Timeline: Year-by-year projection of when you hit ₹1Cr, ₹3Cr, ₹5Cr milestones

✅ Investment Roadmap: The exact monthly SIP + asset allocation to close the gap in 7-15 years

You don't need random stock tips; you need a system.

Output:

A documented action plan (Excel sheet + PDF summary) you can execute immediately.

Who This Is For:

✅ Ready to invest 7-15 years for ₹1Cr-₹10Cr portfolio

✅ Have vague goals but no clear plan

✅ Want a data-driven roadmap (not generic "tips")

Not For:

❌ Looking for quick stock picks or get-rich-quick schemes

❌ Not ready to commit to long-term investing