Case Study – Rajendra Patel
A journey of an Immigrant making a fortune by diversifying investment.
Background

Rajendra Patel, a 62-year-old immigrant was looking to survive the foreign land and ensure a good future for his family He wanted to avoid high-risk investments like stocks while maintaining liquidity and ensuring a steady income. Given his moderate risk appetite, Daniel decided to explore fractional ownership of rental properties as a way to diversify his portfolio, reduce risk, and keep his capital easily liquidated.


Benefits Realized
Lower Capital Required
Diversification
Steady Income
Appreciation
Liquidity
Investment Strategy & Metrics.
Challenged faced.
Infographics
Usabiltiy flesh that out, we want to empower the team with the right tools and guidance to uplevel our craft and build better.



Portfolio Diversification by Property Types
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2019 – 2021

Diversification by Geography

Diversification by Vendors
Invested with Almost all the Vendors
Corporate
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Personal
New Construction
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Equipements
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Lesson learned and Key Take aways.



Clients
Cities
International Awards
Blog Posts
Build Portfolio & Exit by encashing
Setting Financial Goals for Your FutureFinancial goal is to grow wealth through passive income and diversify investments into secure with a mix of appreciating assets or high rentals. The diverse helps you achieve financial stability, outpace inflation, and build a...
Understand Experts Opinion & Analyst Reports
Setting Financial Goals for Your FutureFinancial goal is to grow wealth through passive income and diversify investments into secure with a mix of appreciating assets or high rentals. The diverse helps you achieve financial stability, outpace inflation, and build a...
Identify Shortlist & Review Opportunities
Setting Financial Goals for Your FutureFinancial goal is to grow wealth through passive income and diversify investments into secure with a mix of appreciating assets or high rentals. The diverse helps you achieve financial stability, outpace inflation, and build a...
How would you determine your financial goals?
Setting Financial Goals for Your FutureFinancial goal is to grow wealth through passive income and diversify investments into secure with a mix of appreciating assets or high rentals. The diverse helps you achieve financial stability, outpace inflation, and build a...
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