Wealth Generation Plans
Wealth Generation Plans
Unlock the power of smart investing with our Wealth Generation Plan—designed for individuals who aspire to build sustainable wealth and secure lasting financial freedom.
At MindfulWealth, we take a holistic, non-goal-specific approach to help you steadily grow your net worth and achieve financial growth over time. Take the first step towards a future where your money works for you.
Key features of Wealth Generation Plans
Duration
Wealth generation plans, typically planned over 7 to 20+ years. The duration allows your investments to benefit from long-term market growth.
Amount
Build wealth over time with long-term equity SIPs, invest as min as ₹5,000 - ₹10,000 each month consistently for 15/20/25 years with an occasional lumpsum investments if any, allowing your money to grow steadily.
Portfolio
A well-diversified mix of equity, debt, and alternate assets is crafted to match your risk profile. As your life evolves, so does your portfolio.
Examples of Wealth Generation Plans
Examples of Wealth Generation Plans
- Long-term equity SIPs for general wealth building
- Investing ₹50K/month for 15 years with no specific end use
- Building a ₹5 Cr portfolio to enable FIRE (Financial Independence, Retire Early)
Our other financial services
Education Planning
Retirement Freedom Planning
Simplified Goal-Based Investment
Insurance Guidance (Health & Term)
FAQs
A wealth generation plan is a long-term investment strategy focused on growing your money over time through disciplined investing. It’s ideal for individuals who want to improve their net worth, achieve financial freedom, or simply make their money work harder. It’s suitable whether you have specific goals or just want future flexibility.
You can begin with as little as ₹5,000–₹10,000 per month through SIPs or lumpsum investments. The key is consistency and gradually increasing your contributions as income grows. Even small amounts invested regularly can compound significantly over time.
Returns depend on the asset classes chosen—typically, long-term equity investments offer 10–15% average annual returns. However, your portfolio is tailored based on your risk appetite and time horizon. A diversified and well-managed plan aims to balance returns with stability over time.
Your path to financial freedom starts here...
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