The 3-month financial planning mentorship with Lokesh was extremely helpful and practical. He explained finances in a simple and clear way, helped me plan my goals, manage taxes, and make confident financial decisions. His guidance was honest, personalised, and focused on long-term stability rather than products. I highly recommend Lokesh to anyone looking for clarity and control over their finances.
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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
