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Manage investments with active home loan.
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Investing with home loan
Even with heavy EMIs, your wealth-building doesn't need to pause. We help you invest smartly without compromising lifestyle or liquidity.
Build long term wealth
We create disciplined, high-conviction portfolios that grow with you. Stay invested, stay ahead—without the noise of daily market swings.
Goal-specific planning
Every rupee should have a purpose. Whether it's your child’s education, early retirement, or global relocation—we plan for what truly matters.
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Manage investments with active home loan
Turning Limited Surplus into Long-Term Wealth: A Mumbai Case Study
When Payal, a 36-year-old Deputy General Manager with a pharma company in Mumbai, purchased her dream apartment in 2022, she took on a significant home loan of ₹2 crores. With a monthly take-home income of ₹2.4 lakhs and an EMI of ₹1.6 lakhs, her monthly disposable income was limited to ₹80,000—just enough for a comfortable urban lifestyle. Despite having the option to make a larger down payment, Payal chose to retain liquidity. She believed in her ability to generate higher returns through strategic investments.At Tequity Investing, we helped Payal create a custom plan to deploy her annual bonus of ₹7 lakhs and any additional surplus in a disciplined, goal-linked portfolio. The strategy focused on wealth accumulation, emergency liquidity, and tax efficiency—allowing her to maintain her lifestyle while steadily building long-term assets.
Disclaimer: This story is representative of actual financial planning cases handled by Tequity Investing. Client name and some details changed to protect confidentiality.
“I knew I was stretching with the loan, but I didn’t want to compromise on either my home or my future wealth. The team at Tequity helped me strike that balance. Every rupee beyond my EMI now has a clear purpose.”
★★★★★
Build long term wealth
Real Client Story: From IPO Bonus to Long-Term Wealth
When a senior product lead at a major Indian startup received a sizeable bonus following their company’s IPO, they wanted to turn this one-time windfall into long-term wealth. With a stable post-tax monthly income of ₹5 lakhs, the client’s primary goal was capital growth, not short-term income. We designed a tailored equity portfolio with an asset allocation strategy focused on long-term outperformance, tax efficiency, and liquidity planning. Today, the client is on track to meet multiple wealth goals—without the burden of constant decision-making or market anxiety.
Disclaimer: This story is representative of actual financial planning cases handled by Tequity Investing. Client name and some details changed to protect confidentiality.
“I didn’t want to park this money in just FDs or real estate. Tequity showed me a disciplined path toward long-term growth.”
– Client, Bangalore (name withheld for privacy)
– Client, Bangalore (name withheld for privacy)
★★★★★
Goal specific planning
Planning Ahead—Even Before the Baby Arrives
At 37, Ravi holds a CXO position at a leading company in Bangalore, earning ₹4 lakhs per month post-tax. A fast riser in the corporate world, Ravi’s approach to life is defined by meticulous planning—and his personal finances are no exception. With multiple financial goals already lined up, Ravi approached Tequity Investing with a clear vision: to not just grow his wealth, but to align every rupee with a future milestone. What stood out was his foresight—he even wanted to begin financial planning for his second child, who hadn’t yet arrived!Over a series of deep-dive strategy sessions totaling more than 10 hours, we helped Ravi build a fully customized, goal-linked investment plan. From education and lifestyle to early retirement and legacy planning, every piece of the puzzle was mapped out with precision.
Disclaimer: This story is representative of actual financial planning cases handled by Tequity Investing. Client name and some details changed to protect confidentiality.