Case Studies
Case Studies
Case Studies
Building a Retirement Corpus
for NRI Couple
Client Scenario: A couple in their early 40s living in the UAE wanted to build a diversified retirement portfolio in India with periodic income post-retirement.
Objective: To illustrate the transition from SIPs in growth-oriented funds to SWPs from more conservative funds as a retirement strategy.
Engagement
06 mins
Building a Retirement Corpus
for NRI Couple
Individuals in their late 30s looking to start saving for retirement.
Engagement
06 mins
Building a Retirement Corpus
for NRI Couple
Client Scenario: A couple in their early 40s living in the UAE wanted to build a diversified retirement portfolio in India with periodic income post-retirement.
Objective: To illustrate the transition from SIPs in growth-oriented funds to SWPs from more conservative funds as a retirement strategy.
Engagement
06 mins
Achieving Financial Milestones Through Mutual Funds for an NRI Couple in Paris
Client Scenario: Individuals with various financial goals, including an emergency fund, vacation planning, and wealth accumulation.
Objective: To show the versatility of mutual funds in addressing diverse financial needs and milestones.
Engagement
12 mins
Achieving Financial Milestones via Mutual Funds
Financial Goals: Emergency Funds, Vacation Planning & Wealth via Mutual Funds
Engagement
12 mins
Achieving Financial Milestones Through Mutual Funds for an NRI Couple in Paris
Client Scenario: Individuals with various financial goals, including an emergency fund, vacation planning, and wealth accumulation.
Objective: To show the versatility of mutual funds in addressing diverse financial needs and milestones.
Engagement
12 mins
Diversifying a Concentrated ESOP Exposure
Client Scenario: A senior executive at a listed Indian company had accumulated 95%+ of his wealth in the company’s stock through ESOPs, creating a high concentration and liquidity risk.
Objective: To implement a structured, compliant strategy that gradually reduces exposure to the single stock from 95%+ to around 40%
Engagement
08 mins
Diversifying a Concentrated ESOP Exposure
De-Risking single stock exposure
Engagement
08 mins
Diversifying a Concentrated ESOP Exposure
Client Scenario: A senior executive at a listed Indian company had accumulated 95%+ of his wealth in the company’s stock through ESOPs, creating a high concentration and liquidity risk.
Objective: To implement a structured, compliant strategy that gradually reduces exposure to the single stock from 95%+ to around 40%
Engagement
08 mins
How Paying Capital Gains Tax Led to Higher Wealth Creation
Client Scenario: An investor who sold a property considered investing ₹50 lakhs in Capital Gain Bonds under Section 54EC to save taxes. After advice from Acumenn Money, he instead paid ₹12 lakhs in tax and reinvested ₹48 lakhs in diversified mutual funds for five years.
Objective: To demonstrate that paying capital gains tax and investing the remaining amount in mutual funds can generate significantly higher, inflation-beating returns compared to tax-free Capital Gain Bonds.
Engagement
10 mins
Saving for a Dream Home
A young couple planning to buy their first home within the next 5-10 years.
Engagement
10 mins
How Paying Capital Gains Tax Led to Higher Wealth Creation
Client Scenario: An investor who sold a property considered investing ₹50 lakhs in Capital Gain Bonds under Section 54EC to save taxes. After advice from Acumenn Money, he instead paid ₹12 lakhs in tax and reinvested ₹48 lakhs in diversified mutual funds for five years.
Objective: To demonstrate that paying capital gains tax and investing the remaining amount in mutual funds can generate significantly higher, inflation-beating returns compared to tax-free Capital Gain Bonds.
Engagement
10 mins
Enhancing Mobile Banking App Usability
A leading bank wanted to revamp their mobile app to provide a more user-friendly and secure experience
Engagement
06 mins
Enhancing Mobile Banking App Usability
A leading bank wanted to revamp their mobile app to provide a more user-friendly and secure experience
Engagement
06 mins
Enhancing Mobile Banking App Usability
A leading bank wanted to revamp their mobile app to provide a more user-friendly and secure experience
Engagement
06 mins
Enhancing Mobile Banking App Usability
A leading bank wanted to revamp their mobile app to provide a more user-friendly and secure experience
Engagement
06 mins
Enhancing Mobile Banking App Usability
A leading bank wanted to revamp their mobile app to provide a more user-friendly and secure experience
Engagement
06 mins
Enhancing Mobile Banking App Usability
A leading bank wanted to revamp their mobile app to provide a more user-friendly and secure experience
Engagement
06 mins
Ready to take the next step into your investment journey?
Let's make it happen.
We are SEBI registered Stock Brokers and AMFI registered Mutual Funds Distributors.
AMFI registered ARNs are as follows: ARN-32495, ARN-187662, ARN-266414
Ready to take the next step into your investment journey?
Let's make it happen.
We are SEBI registered Stock Brokers and AMFI registered Mutual Funds Distributors.
AMFI registered ARNs are as follows: ARN-32495, ARN-187662, ARN-266414