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Purchasing a house marks a significant milestone, often achieved through years of diligent saving. At BeingWealthy, we specialize in crafting financial solutions that not only facilitate home ownership but also pave the way for a secure retirement. Our tailored approach aims to not only make the house debt-free but also build a substantial corpus for the future. In this article, we illustrate the efficacy of our approach through a real-life case study.
For many, owning a home represents the culmination of years of hard work and savings. At BeingWealthy, we understand the importance of this milestone and strive to make the journey towards home ownership as financially sound as possible. Through careful planning and strategic investment, we ensure that our clients not only acquire their dream home but also secure their financial future.
Consider the case of one of our clients—a 62-year-old retiree who had diligently accumulated savings worth 1.2 crore. With a son working abroad and earning a monthly income of 4 lakhs, the client aimed to purchase a house in Mumbai, priced at 1.80 crore.
To achieve this goal while also preparing for retirement, we devised a comprehensive solution encompassing housing loans, Portfolio Management Services (PMS), Peer-to-Peer (P2P) lending, and Mutual Funds (MF).
By leveraging a combination of these financial instruments, we projected an impressive outcome: over a span of 15 years, the investment would not only cover the total loan repayment amount but also generate a corpus of 15 crore. This strategic approach not only secures the client’s immediate housing needs but also lays the foundation for a financially abundant retirement.
The journey towards home ownership is not merely about acquiring a property; it’s about securing one’s financial future. At BeingWealthy, we are committed to empowering our clients with tailored financial solutions that not only facilitate their house purchase but also pave the way for a comfortable retirement. Through prudent investment strategies and personalized guidance, we ensure that every step towards home ownership is a step towards long-term financial stability and prosperity.
