Most HNIs Have a Portfolio. Very Few Have Peace.
If you're a CXO above 50 with ESOPs, global assets, and legacy concerns—this may be the most important 75 minutes of your financial life.
Book your confidential Wealth Alignment Session with CA S Srinivasa Raghavan. No products. No pressure. Only clarity.
Key Features of Masterclass→
🧠 Clarity Without Sales Pressure
🧭 The 8-Pillar Framework
📊 Personalized Scorecard & Insights
👔 Designed for Senior CXOs (50+)
🕊️ Guided by 45+ Years of Calm Expertise
Presenting
The Strategic Wealth Alignment Masterclass
A private masterclass for CXOs 50+ to align wealth, life, and legacy—without sales or noise.
oNLY 17 SEATS LEFT!
wednesday, april 23rd, 2025, 3:00 PM (17 Seats Left)
Who should Attend this Masterclass?
only if you are under-going....
CXOs aged 50 and above
Planning retirement or exit
Concerned about family clarity
Holding ESOPs or global assets
Seeking peace, not just returns
Tired of product-driven advice
Who Is This Masterclass For?
Senior CXOs (50+)
Leaders managing wealth, equity, and transitions after decades of success.
Retiring Professionals
High achievers seeking emotional and financial clarity before stepping back.
Wealth Creators
Builders of fortune ready to turn success into lasting significance.
Founders & Promoters
Entrepreneurs planning succession, exits, or legacy transfer with structure.
HNIs with Scattered Portfolios
Individuals needing calm, structured alignment across diverse financial holdings.
Second-Innings Planners
Those preparing to shift from high performance to purposeful living.
Who Is This Not For?
❌ Anyone looking for stock tips or returns projections
This is a clarity session—not an investment advisory or product pitch.
❌ DIY investors seeking online shortcuts
This is a guided, reflective process—not a plug-and-play tool.
❌ Those unwilling to reflect deeply
This session is for those ready to think, not just act.
❌ People under 50 with basic investment needs
This space is curated for seasoned professionals with complex wealth.
❌ Individuals expecting portfolio restructuring
We don’t handle execution or advisory—only alignment and strategy.
❌ People looking for free financial products or schemes
This is a premium clarity experience—not a product promotion platform.
Learnings...
What Will You Gain In This Masterclass?
Personal Wealth-Life Alignment Map
Understand how your money aligns—or misaligns—with your life priorities.
✅ ESOP Risk & Readiness Reflection
Gain clarity on liquidity, tax exposure, and timing around your equity.
✅ Legacy Clarity Framework
See whether your current setup supports peace or causes confusion.
✅ 8-Pillar Scorecard
Evaluate where you stand in health, family, wealth, purpose, and beyond.
✅ Freedom from Financial Noise
Step away from product talk and focus on real-life clarity.
✅ A Confidential Thinking Space
Get calm, structured, one-on-one guidance—without pressure, push, or performance.
What else you will get in Masterclass?
FREE Bonuses worth rs.4,999
🧾 The “Peace of Wealth” Scorecard (PDF)
A powerful self-assessment tool to identify where your wealth and life are out of sync.
📘 8-Pillar Alignment Workbook
A guided reflection sheet to help you clarify priorities across health, family, finances, and legacy.
📩 Premium Monthly Insight Letter
Exclusive monthly email with reflection prompts, wealth-life integration tips, and legacy planning insights.
Who Am I?
CA S Srinivasa Raghavan,
Passionately helping people towards Holistic Abundance
Introducing CA S Srinivasa Raghavan, your trusted Wealth Alignment Mentor with over 45 years of experience.
With a calm, structured approach and a legacy of guiding 1,000+ high-net-worth professionals—including CXOs, founders, and business families—Srinivasa helps clients move from financial complexity to peaceful clarity.
Join Srinivasa on his mission to help 1,00,000 successful individuals align their wealth with their life’s purpose—through his SEBI-compliant, 8-Pillar Framework—so they can experience not just success, but significance.
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20+ Year
Experience
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How to join this Masterclass?
Do You Still Have Questions?
We Have every Answer!
Not at all. It’s for CXOs and senior professionals looking to realign their wealth with life goals—whether you’re planning an exit, a sabbatical, or just seeking clarity.
Perfect. This session doesn’t replace them—it complements their work by giving you personal clarity, which you can carry into every financial decision.
No. This is a conversation-based session. You only share what you’re comfortable with. Most clients appreciate how light and reflective the session feels.
You’ll receive a customized Wealth-Life Alignment Scorecard and a Peace Brief (PDF). There is no obligation or follow-up pitch. If you wish to explore further, that’s your choice.
There is no catch. This is part of Srinivasa’s mission to help 1,00,000 professionals experience clarity and calm through a thoughtful, structured process. It begins with a conversation—not a contract.