Performance & Case Studies — Wealth Saathi Advisor
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Case Studies

Results That Speak For Themselves.

Real outcomes from our disciplined wealth management approach. We don't rely on luck; we rely on mathematics, risk-mitigation, and ruthless execution.

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Case Study 01

Portfolio Optimization

"How we restructured a cluttered 15-fund portfolio into 4 high-conviction funds and boosted CAGR by 3% entirely through eliminating overlap."

Before (The Clutter)

  • Holding 15 different Mutual Funds with massive 70% stock overlap.
  • Generating only 11.2% CAGR despite heavy equity exposure.
  • Paying high expense ratios across redundant NFOs & sectoral funds.

After (The Wealth Saathi Architecture)

  • Slashed to exactly 4 high-conviction funds (Flexi, Mid, Small, Debt).
  • Eliminated overlap entirely, triggering a passive alpha generation.
  • Tax-harvesting utilized to exit junk funds with zero tax penalty.

CAGR Boost

14.2%

+3.0%

Expense Ratio Saved

₹1.2 Lakhs/yr

Portfolio Clutter Index Optimized
Case Study 02

Retirement Corpus Building

"Building a ₹5 Crore passive income corpus for a 35-year-old completely from scratch using aggressive Step-Up SIP architecture."

The Trajectory

Age 35 (Day 1)

Initiated ₹25,000 monthly SIP mapped purely to Small Cap and Mid Cap indices.

Annual Systemation

Imposed a strict 10% Annual Step-Up rule mapping perfectly with corporate salary increments.

Age 55 (Target Hits)

Projected crossing ₹5.14 Crores mathematically, translating to an inflation-adjusted ₹2 Lakh/month SWP.

Target Wealth Corpus

₹5.14 Cr

Total Invested By Client

₹1.71 Cr

Yr 1
Yr 4
Yr 8
Yr 12
Yr 16
Yr 20
Start 35 Retire 55

Market Crisis Management

Anybody can make money in a raging bull market. A true wealth manager is defined by how aggressively they protect your capital when the market panics, crashes, and burns.

MARCH 2020

The COVID-19 Flash Crash

When the NIFTY plummeted nearly 30% in weeks, panic selling wiped out retail investors. Our approach? Absolute calmness and mathematical reallocation.

Market Index Drop -29.3%
Wealth Saathi Core Portfolios Limited to -14.1%

Because of strategic 30% Dynamic Debt shielding.

2022 STAGNATION

The Global Bear Market

Faced with intense rate hikes and global stagnation, foreign institutional money fled. We deployed aggressive Lumpsums into severely undervalued Small Caps.

Market Index Returns +4.3%
Wealth Saathi Alpha Capture +11.8%

Achieved by flawlessly pivoting into fundamentally strong mid-caps before the eventual rally.

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