Think Outside The Stocks

About Us

Our Mission

To Change The Financial Trajectory Of One Family At A Time
And Thousands More To Go!

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.
My name is Madhavi, and nine years ago, I made a mistake that changed everything.

I came to America with two suitcases and a few hundred converted dollars, convinced that if I just worked hard enough, climbed the corporate ladder, and followed traditional financial advice, I’d build the life I dreamed of for my family.

I did everything “right.” I earned my way into Big 5 consulting, built a six-figure career, maxed out my 401k, and thought I was winning at the American Dream.

Then 2008 happened. The recession wiped out years of savings in the stock market, to top it off both me and my husband were rolled off our jobs in the same week and what was even the worst punch in the gut was, I was about to give birth to our second child. With a white elephant of the house in California that dropped the value by 50%, we had to move to Austin, TX and with a sinking feeling in our heart we had to start over. We rebuilt again with hard work and persistence.

Then like took another twist in 2015. A chronic health condition forced me out of my six figure, top 5 consulting corporate career. With my wealth still riding the wall street roller coaster, and my daughter’s college education on horizon, life made me ask a very important question

Am I doing it right?.
That’s when I realized a painful truth: No matter how much you earn, traditional financial advice keeps you trapped in a system designed to benefit everyone except you.

What I Discovered (And Why It Changed Everything)
While I was losing money in the stock market and earning 0.5% in savings accounts, I discovered what wealthy families have been doing for over 150 years:

•They don’t put money in 401ks – they use infinite banking strategies for tax-free growth
•They don’t buy mutual funds – they invest in commercial real estate syndications for predictable returns
•They don’t “diversify” across Wall Street products – they concentrate wealth in asymmetric assets they can control

These weren’t get-rich-quick schemes. They were boring, predictable wealth-building strategies that the financial industry doesn’t want you to know about because they can’t make money selling them to you.

Why I Do This Work
I’m not here to sell you products. I’m here because I wish someone had told me these truths when I first arrived in America.

As a first-generation immigrant who rebuilt wealth twice, I understand the unique challenges we face:

•No generational wealth to fall back on
•No family guidance on American wealth-building
•Pressure to follow “safe” traditional advice that keeps us stuck
•Fear of making mistakes because we don’t have safety nets
My mission is simple: Help high-income professionals like you discover the same wealth-building strategies that allowed me to:

•Replace my corporate income through passive investments
•Build generational wealth that will outlast market crashes
•Create financial freedom without sacrificing decades to Wall Street

What Makes This Different
I don’t promise overnight success. Building real wealth takes time, but it doesn’t have to take 40 years of market gambling.

I don’t sell products, I provide education and access to the same investment opportunities I use for my own family’s wealth.

I focus on first-generation professionals because I understand the mindset shifts required to move from “employee thinking” to “wealth-builder thinking.”

The Numbers Don’t Lie
Over the past five years, I’ve helped clients:

•Access to over $2400M in value of commercial real estate investments
•Implement infinite banking strategies that is growing millions of dollars tax-free
•Replace traditional retirement plans with wealth-building systems they control, access and pass income tax-free

But more importantly, I’ve helped them sleep better at night knowing their financial future doesn’t depend on the next market crash.

My Dedication to You
If you’re tired of market volatility, mediocre returns, and financial advice that benefits everyone except you, I can show you not just to think outside the stocks but to also to think outside the box, a different path with tools you may not have heard before but have been utilized for 150+ years by the banks and mega wealthy.

Not because I’m a salesperson, but because I’ve walked this journey myself. I know what it’s like to start over, to question everything you’ve been taught about money, and to discover that real wealth-building looks nothing like what they teach in financial planning seminars.

Ready to think differently about your financial future?

Read more >

Read Less >

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 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


&nbsp

0
0

Fund Manager Diversified Commercial Real Estate Asset Classes

Active Multifamily Syndicator



&nbsp

0
0

Passive
Syndications

1500+ units
&nbsp

Airbnb & Rental RE Portfolio



&nbsp

0
0

Corporate Exit from Top 5 Consulting


Started Working in IT industry



&nbsp

0
0

Landed
in US



Get In Touch With Us

Have a question?
Don’t hesitate to Contact Us

Contact us by completing the form. Thank you for Choosing Us.

Schedule A Call

Find Out if this is Right Fit Investment Strategy for You 15-Min Discovery Call

Located At

Austin, Texas, USA