Something we have been building for a while.
This is not a product launch email. But it is about something we have been meaning to tell you.
We want to step back from the research format for this edition and talk directly.
Over the last few weeks, we have been publishing pieces on portfolio clutter, vague goals, SIP pauses, and behavioural mistakes. The response has been consistent. Readers recognising themselves in the case studies. Investors forwarding editions to friends with “this is literally my portfolio” in the message.
That pattern is not a coincidence. It is the exact conversation that led us to build what I am about to tell you about.
The Conversation That Kept Repeating
For years, the most common question Green Portfolio gets from retail investors is not “which fund should I buy.”
It is “am I on track?”
Not on track relative to a benchmark. On track relative to their own life. Their own number. The corpus they are quietly building toward without ever having written it down or built a structure around it.
The second most common question is a variation of the same problem. “I have SIPs running everywhere. I do not know what they are building. How do I fix this?”
We answered these questions one investor at a time, in calls, in consultations, in emails. And at some point it became obvious that the answer needed a product, not a conversation.
What We Built
The Wealth Roadmap is a curated basket of mutual funds built around a specific milestone.
You pick the number. Rs 25 Lakh. Rs 1 Crore. Rs 5 Crore. We build the portfolio structure designed to reach it. We select the funds, monitor performance, and rebalance when the process calls for it. Your money stays in your own account, under your own name. We handle everything in between.
Three milestones. Each one built differently. Because the portfolio that gets you to Rs 25 Lakh is not the same portfolio that protects and grows Rs 5 Crore. The fund selection, the risk posture, and the discipline required are all different at each stage.
This is not a fund recommendation service. It is not a generic SIP plan. It is a milestone-matched portfolio structure managed by the same research process that Green Portfolio applies to over Rs 1,000 Crore in AUM across 65,000 investors.
Why We Are Doing This at 99% Off
We are opening The Wealth Roadmap to the first 100 subscribers at 99% off the full subscription price.
The honest reason is this. We want the first cohort to be investors who are genuinely building toward something, not people who found a deal. Four editions into this newsletter series, the readers still here are not casual. They read carefully. They forwarded these pieces. They checked their own portfolios against the frameworks we described.
That is exactly who The Wealth Roadmap was built for.
The 99% off is not a promotional tactic. It is a way of saying: if you have been paying attention, this is for you, and we want to remove every reason not to start.
What Happens After the First 100
The early access price closes. Permanently.
There is no waitlist. No second cohort at this price. No “we will bring it back for a limited time.” When the 100 seats are filled, the price moves to its full subscription fee and stays there.
Several seats have already been claimed across the previous editions of this series. The remaining slots are genuinely limited, not as a marketing device, but because we want the first cohort to be a manageable size that we can support well.
One Thing to Do Right Now
If you have been reading this series and thinking “I need to sort out my portfolio properly,” this is the moment that thinking becomes something real.
The Wealth Roadmap is open. The first 100 seats are 99% off. The price closes when they are gone.
Start here: The Wealth Roadmap
If you are not ready yet, that is fine. Keep reading. We will keep publishing. But if the last four editions have been describing a problem you recognise in your own portfolio, the answer is now available at a price that makes waiting the more expensive option.
More coming soon.
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This newsletter is for educational and informational purposes only and does not constitute investment advice.