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Client Case Studies

Real, anonymised stories of families we work with and how their plans played out.

Steady Income in a Falling Market: Understanding SWP Through a Real Family's Story

The Nifty 50 fell 6.87% in two years. This family's diversified mutual fund portfolio earned an 8.50% XIRR and paid them every month through an SWP. Here is their full story.

Kartik Jain

1 hour ago10 min read

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