info@ThinkOutsideTheStocks.com
About Us
Our Mission
To Change The Financial Trajectory Of One Family At A Time
And Thousands More To Go!
Are You Going To Be Part Of This Vision?
Our Focus: Investors First!
Our Focus: Investors First!
Thorough Partner Verification: Best-In Class partnerships
High Quality Investments With Thorough Due Diligence
True Diversification Across Commercial Real Estate
Think Outside the Stocks is a private equity investment because our strategy changed now providing two fold approach infinite banking and commercial real estate to make your savings efficient and investments.
We help high-skilled immigrants to invest in direct, vetted, high-quality investments and generate multiple streams of passive income, so they can move closer to financial freedom.
We help high-skilled immigrants to invest in direct, vetted, high-quality investments and generate multiple streams of passive income, so they can move closer to financial freedom.
Madhavi(pronounced as Math-vee) is the President, Wealth Strategist, Fund Manager and Podcast Host at Think Outside the Stocks—a Top 3% globally ranked podcast empowering high-income professionals to build generational wealth beyond Wall Street.
Her signature two-fold strategy helps clients Grow, Preserve, Protect, and Pass on wealth through:
1. Infinite Banking – a powerful savings vehicle to unlock tax-advantaged growth and liquidity.
2. Risk-managed commercial real estate syndications – enabling passive income and portfolio diversification.
Her signature two-fold strategy helps clients Grow, Preserve, Protect, and Pass on wealth through:
1. Infinite Banking – a powerful savings vehicle to unlock tax-advantaged growth and liquidity.
2. Risk-managed commercial real estate syndications – enabling passive income and portfolio diversification.
After an unexpected corporate exit in 2015, Madhavi reversed-engineered her path to financial freedom. Starting with a $1.5M real estate portfolio of single-family rentals and Airbnbs, she soon realized the limits of active investing. Her breakthrough came with passive syndicated multifamily investments—what she calls “the industry’s best-kept secret.”
Driven by a passion to uplift high-skilled immigrant professionals who’ve been left out of traditional wealth-building education, Madhavi founded Think Outside the Stocks, a private equity firm focused on Infinite Banking and commercial real estate syndications. She serves as a Passive Investor Coach for Tech and Medical professionals, educating and curating high-quality investment opportunities in recession-resistant asset classes like multifamily, self-storage, senior living, industrial, and more.
Madhavi also co-founded ConnectedCapital.Fund, a community-driven platform for capital raisers and fund managers with focus on Due Diligence to evaluate deals, collaborate, and scale together—solving in-silo problems through shared strength.
With 16+ years in tech and consulting at a top 5 firm before her pivot, she brings excellent analytical skills, mathematics background, project management experience and out of the box thinking as a solid foundation for evaluating and reviewing investment opportunities based on tangible parameters.
With this multifold approach Madhavi’s mission is clear: “To change the financial trajectory of one family at a time—and thousands more to go.”
Is your family going to to be a part of this vision?
Driven by a passion to uplift high-skilled immigrant professionals who’ve been left out of traditional wealth-building education, Madhavi founded Think Outside the Stocks, a private equity firm focused on Infinite Banking and commercial real estate syndications. She serves as a Passive Investor Coach for Tech and Medical professionals, educating and curating high-quality investment opportunities in recession-resistant asset classes like multifamily, self-storage, senior living, industrial, and more.
Madhavi also co-founded ConnectedCapital.Fund, a community-driven platform for capital raisers and fund managers with focus on Due Diligence to evaluate deals, collaborate, and scale together—solving in-silo problems through shared strength.
With 16+ years in tech and consulting at a top 5 firm before her pivot, she brings excellent analytical skills, mathematics background, project management experience and out of the box thinking as a solid foundation for evaluating and reviewing investment opportunities based on tangible parameters.
With this multifold approach Madhavi’s mission is clear: “To change the financial trajectory of one family at a time—and thousands more to go.”
Is your family going to to be a part of this vision?
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Madhavi’s Investment Philosophy
Madhavi is extremely passionate about educating and growing with community by sharing investment knowledge with busy professionals who had been working hard balancing their work and personal family life, just like she did, and wants to help them to make their money work hard for them instead.
She encourages sharing of investment knowledge within the community, so as a community we don’t end up making the same mistakes and take advantage of each other’s rich experiences.
She wants to make a difference by bringing solid investment education to women and encourages them to take a leap into investment journey for their financial independence.
She encourages sharing of investment knowledge within the community, so as a community we don’t end up making the same mistakes and take advantage of each other’s rich experiences.
She wants to make a difference by bringing solid investment education to women and encourages them to take a leap into investment journey for their financial independence.
She believes when you change a woman you change a complete household. Living life of choices to focus on true passion and purpose, not based on reasons of financial responsibilities.
Madhavi also trusts that today’s youth have extraordinary intellectual and financial ability to understand and invest in powerful passive investments; crucial financial knowledge that our educational institutions fail to provide. By understanding and utilizing these tools they can get a head start on passive income and start working on replacing their income to gain financial independence earlier and focus on much larger passions and objectives in their lives.
See What Others Are Saying
I’ve recently worked with Madhavi for the 1st time for Real Estate investment. And quite impressed by her thorough knowledge in this area. It is a pleasure working with Madhavi whose personal ability, attention to details, and enthusiasm put me at ease. She was always available to quickly respond to questions via phone/email. I will be using Madhavi for my next investment and recommend her highly!!!
– Sandhya Desai
Working with Madhavi has been great. She is very knowledgeable about her products and answered all my questions about different scenarios and how I can use whole life to achieve my specific goals. I’d gladly work with her again and recommend working with her. She’s a valuable resource!
— Greg Jung
Each time we have met with Madhavi, it has been the most enriching experience. Her knowledge and the ability to communicate/explain is commendable. I have learned soo many investment options which I didn’t know earlier. She is a numbers lady and knows how to explain it well. She is very patient with her clients and is always available when needed. I would highly recommend Madhavi for any of your investment related questions or plans.
— Neeta Adkar
Madhavi has opened the doors for me to alternative investment options and truly helped me consider investments outside stocks. She is very knowledgeable in various investment options and helped with my financial plan. She is very friendly and has patiently guided me choosing the right options considering my financial goals. It is a pleasure working with her and I would strongly recommend her.
— Satish M.
Very knowledgeable real estate investment expert who works very patiently with her clients and answers to all their queries. She is always available day or night to guide her clients. She takes time to understand client needs and suggests great options that are suitable to the client. She is my go to person for any real estate related questions or investments.
— Kavita Shende
Community for Capital Raise Partners
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Fund Manager Diversified Commercial Real Estate Asset Classes
Active Multifamily Syndicator
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Passive
Syndications
1500+ units
Airbnb & Rental RE Portfolio
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Corporate Exit from Top 5 Consulting
Started Working in IT industry
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Landed
in US
