I recently attended Lokesh’s cohort on financial planning and investing, and it was an incredible experience. He explained every concept with absolute clarity, using practical and relatable examples. His teaching style is simple yet impactful, making even complex topics easy to understand.Lokesh is extremely knowledgeable in his domain, passionate about what he does, and very kind in his approach. His one-on-one sessions were especially valuable — he took the time to help me with my personal financial planning, showing genuine interest in my situation.What I truly appreciate is his down-to-earth nature, which makes conversations with him effortless and enjoyable. Learning from Lokesh has been a great experience, and I feel much more confident in my financial decisions now.Highly recommended for anyone looking to gain clarity and confidence in financial planning!
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We help salaried professionals (Salary ₹1L-₹4L/month) build ₹1Cr-₹10Cr portfolios by planning their actual future costs—then reverse-engineering the roadmap to get there.
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Our mission is to help 1,000 families build their first ₹1 Crore portfolio by 2030.
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Through our planning process, we help working professionals see what their future goals will ACTUALLY cost (education, retirement, house), then build the exact investment strategy to fund them—in 7-15 years.
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The company is led by Lokesh Tiwari, a personal finance mentor and entrepreneur best known for co-founding WorkIndia (2015–2022). As part of the founding team, he helped build the startup to a valuation of ₹700 Crores, successfully raising over ₹200 Crores from global giants like Nintendo, Xiaomi (₹42 Cr), and Beenext (₹24 Cr).
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We bring that same goal-backward planning framework from WorkIndia to help you build your ₹1Cr-₹10Cr portfolio. Currently managing 300+ families (₹28Cr+ AUM).aSee more
