Mr. Lokesh Tiwari has been a game-changer for my financial life. Before seeking advice,
I was managing my money haphazardly, but the structured plan I received has helped me organize my finances and set clear goals.
I was particularly impressed by how they prioritized security, such as health and life insurance, before focusing on growth.
They are incredibly approachable, patient, and genuinely interested in helping me to achieve financial freedom.
One to one sessions always make me a booster . Whenever I feel any difficult regarding finance ,I scheduled an one to one meeting
and honestly Mr. Lokesh cleared my all doubts very clearly & it is not a time constraint ,we discussed 1 hour and 2 hours like that.
I really grateful to him
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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
