Making
Small Investors THINK BIG!

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WHAT IS M2W?

Set yourself a goal of 1 crore and beyond

Make this your biggest aspiration & wealth creation goal. Think about how long it might take you to reach 1 crore. How much money should you invest to get there?

It looks tough, right?

Now let’s try to make this simpler. For starters let’s break bigger long-term goals into short term milestones. Start now with a SIP of ₹10,000, and you could reach ₹2 lakhs in 2 years.

Suddenly, your next milestone of 5 lakhs feels closer. Let’s cross 1 milestone at a time.

Now it seems achievable, right?

Congratulations! You are now an M2W investor!

Our Promise

Handhold​

We walk every step with you ensuring that you never feel lost in your financial journey. From your first SIP to your ₹1 crore milestone – and beyond – we are with you.​

Guide

Expert insights and strategies tailored to your needs, helping you make informed
decisions at every stage of your wealth-building process.

Teach

We help you think and act like a confident investor, empowering you with
knowledge and guidance.

Measure

Regular check-ins and milestone tracking keep you motivated, ensuring you stay
on the right path toward financial success.

The Outcome

Financial Discipline

Build strong wealth habits that ensure consistency, stability, and long-
term financial security.

Growth Mindset

Develop the patience and perspective to stay invested, adapt to market
cycles, and seize long-term opportunities.

Investment Conviction

Shift from short-term thinking to a future-focused mindset, paving
the way for sustainable financial growth.

Scalability

Start small. Grow consistently. Dream big! Your investment strategy adapts as
you progress, ensuring steady wealth creation.

Why Milestones2Wealth?

Imagine your biggest aspiration or wealth creation goal. Set a date by which you think you should achieve this goal. Think about the distance you would need to travel and how much time it would take for you to get there. Seems tedious, right? 

Now, let’s try breaking your long-term goals into shorter-term goals. Seems achievable, doesn’t it? 

Read More
Milestones2wealth
Lavanya Anandan

Lavanya Anandan

Investment Counsellor
Lavanya joined ithought after completing her MBA and has been part of the organisation for more than a decade. She worked in different divisions of the company during her tenure to gain an overall perspective of the business.  
Vinu Varshath

Vinu Varshath

Investment Counsellor
Vinu graduated with specialization in Bank Management, Finance and Accounting. He is an NISM certified Investment Advisor (Series X-A and X-B). Vinu constantly seeks to learn from people around and has particular interest in extensively studying investment strategies and behavioral biases.
Ramesh Subramanian

Ramesh Subramanian

Client Associate
A seasoned investment professional with more than 25 years experience in the industry. He has extensive knowledge on the finance industry and his experience in industry has helped him develop sound investment strategies for more than 1000+ retail clients who are seeking to grow their wealth.
M S Akash

M S Akash

Investment Counsellor
Akash is a commerce graduate specialized in accounting and finance from Vivekananda college. He's a constant learner who likes to explore and unravel the current trends in the financial markets.
Zackary Howell

Zackary Howell

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Alena Donald

Alena Donald

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