Objective

Build a ₹40L education corpus for two children aged 5 and 8 within 12 years.

The Problem

Parents were investing in traditional LIC policies returning less than 5% — not enough to fund quality education.

Our Strategy

Switched to goal-based equity SIPs, surrendered underperforming policies and redirected premiums to mutual funds.

Asset Allocation

80% Equity SIPs (flexi-cap & mid-cap), 15% Sukanya Samriddhi (for daughter), 5% Liquid fund

Result

On track to exceed ₹45L by target date. Current value at 8 years: ₹28L (ahead of projection).

"The clarity and confidence we gained about our children's future is priceless. Highly recommend WealthKube."

— Saathi Investment Client
Achieve Similar Results

Talk to an advisor and we'll create a plan for your specific goals.

Talk to Expert
Quick Enquiry