Case Study

1 Lacs Monthly
Returns With
Portfolio Growth

Challange

We have been working with Mr. Singh from almost a decade now. Till now we have focused only on long term portfolio growth. Equity is a key component in growth and if not timed well, long periods of under performance can drag portfolio returns.

What we did?

We carved a portion from his Equity portfolio, to diversify, and worked out a strategy for Monthly returns. Mr. Singh is now getting Over INR 1 lacs Monthly returns, without compromising on his portfolio Growth and also keeping the Asset Allocation intact.

Result

Shift from Growth to Regular returns.
Created 15% P.A returns, paid monthly.

SNMA is my life support system for financial health. Right from advising the best suited investments for me, they have further helped me navigate my life’s key financial goals and helping me achieve those. They have helped me build parallel income streams that generate regular Monthly returns for me on Autopilot.