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Client Success Stories

Real transformations. Real numbers. See how WealthEdge helped 800+ Indians achieve financial freedom.

800+
Clients advised
₹120Cr+
Assets managed
14.2%
Avg annual return
₹8.4Cr+
Total tax saved for clients
Verified Results

Indian Families Who Changed Their Lives

Client Story
A

Arjun Mehta

IT Engineer, TCS Bengaluru
👤 35 yrs, married, 2 kids
🎯 Wealth Creation + Tax Saving
📉 Challenges
• Zero investment plan, paying full taxes
• Spending ₹45K/month with nothing saved
• No insurance for family
• No retirement savings
📈 Results
✓ Portfolio: ₹58 Lakh in 6 years
✓ ₹1.5L saved in taxes via ELSS + NPS
✓ ₹1.5Cr term cover + ₹15L health cover
✓ Retirement corpus growing at 14% CAGR
"After just 2 sessions with Aryan, I had a complete financial plan. Three SIPs running, taxes maxed out, and I sleep better knowing my family is protected."
Portfolio CAGR Achieved: 14.2% CAGR
Client Story
P

Priya & Rajesh Nair

Business Owners, Mumbai
👤 42 & 45 yrs, 1 child in college
🎯 Retirement + Business Succession
📉 Challenges
• Business income only, no personal savings
• No pension or retirement corpus
• Mixing business & personal finance
• Over-reliance on real estate
📈 Results
✓ Retirement corpus target: ₹1.8 Crore by 60
✓ Dedicated personal portfolio: ₹48L
✓ Separated business & personal finances
✓ Diversified into MF + NPS + SGBs
"We were classic "business rich, personally poor." Aryan restructured everything. Now our money actually grows for US, not just the business."
Portfolio CAGR Achieved: 12.8% CAGR
Client Story
S

Sunita Rao

Govt School Teacher, Pune
👤 38 yrs, single parent, 1 daughter
🎯 Child Education Fund
📉 Challenges
• Monthly salary: ₹38,000
• No savings for daughter's education
• All savings in FD at 6.5%
• High inflation eroding savings
📈 Results
✓ ₹24L education corpus by daughter's 18th
✓ SIP of ₹5,000/month in equity funds
✓ Exited FDs into better debt-equity mix
✓ Term insurance of ₹50L secured
"I was scared investing on a teacher's salary. Aryan showed me that even ₹5,000/month, started early, can build a future I never imagined."
Portfolio CAGR Achieved: 13.4% CAGR
Client Story
V

Vikash Sharma

Sales Manager, Delhi NCR
👤 29 yrs, recently married
🎯 Early Wealth Building + Home Goal
📉 Challenges
• Age 29, just starting career at ₹80K CTC
• No investment habits formed yet
• Wanted to buy home in 5 years
• No idea where to start
📈 Results
✓ ₹12L accumulated in 3 years via SIP
✓ Home purchase fund on track by 2027
✓ Tax saving of ₹68,000 in year 1
✓ Emergency fund of 6 months ready
"Starting early was the best decision. Aryan built everything from scratch for me. At 29, I already feel financially sorted. Amazing!"
Portfolio CAGR Achieved: 15.1% CAGR
Client Story
M

Meena & Suresh Krishnan

Doctor & CA Couple, Chennai
👤 48 & 50 yrs, 2 kids in college
🎯 Late-Start Retirement Acceleration
📉 Challenges
• Started investing seriously at 48
• Both HNIs but wealth scattered
• Multiple bad ULIPs eating returns
• No clear retirement strategy
📈 Results
✓ Surrendered 6 ULIPs, freed ₹18L
✓ Consolidated into 8-fund portfolio
✓ Retirement corpus: ₹1.2Cr in 3 years
✓ Monthly SIP of ₹1.2L running
"We had money but it was working against us. Aryan diagnosed every problem, restructured everything. In 3 years, we feel 10 years ahead."
Portfolio CAGR Achieved: 16.3% CAGR
Client Story
D

Deepak Joshi

Senior Manager, HDFC Bank
👤 52 yrs, near retirement
🎯 Pre-Retirement Portfolio Optimization
📉 Challenges
• Heavy equity exposure at 52
• Random mix of 24 mutual funds
• No withdrawal strategy planned
• Portfolio: ₹82L but poorly structured
📈 Results
✓ Optimized to 6-fund focused portfolio
✓ Risk rebalanced for near-retirement
✓ SWP (Systematic Withdrawal Plan) set up
✓ Monthly income of ₹55K post-retirement ready
"I thought I knew what I was doing — I was in finance! But Aryan showed me 6 inefficiencies that were costing me ₹3L+ per year in missed returns."
Portfolio CAGR Achieved: 12.4% CAGR (post-restructure)

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