Alternate to Dream Achiever service

Paths to Achieve your Dream

Congratulations on taking the first path towards achieving your financial dreams, you are choosing a perfect asset class for growing your wealth. Loans not only provide diversification from the stocks but they are a fixed income assets. Being a fixed income asset you can be way more confident  about the returns that you will get (if risk is managed properly), thus allowing you to invest for a fixed term and plan for future.

Investing in Loans is a perfect path towards achieving your short term dreams

–   Croudify, Investment team

Alternative Approach

Since we cannot offer the Dream Achiever instrument currently (due to some liquidity issues) there are certain way you can still achieve your dreams, without the instrument. In steps that follow we will give you alternatives that you can use on Croudify to achieve your dreams.

Fulfill Dreams = Portfolio Choice from Dream achiever + Automation Portfolios + Deposit & Sale

If you are looking at Fulfill Dreams options that is due in a fixed term, the alternate for you is as follows: 

  1. In Dream achiever option choose Fulfill Desires
  2. Fill out the personal details and including the dream amount, dream term and initial investment (on page 2)
  3. On Page 3 notate the portfolio distribution and the required monthly investment. Note all these things in a piece of paper 
  4. Now go to Automate Portfolio option
  5. Find the automation portfolio that closely matches the portfolio recommended from the Dream Achiever portfolio
  6. Choose the portfolio and go through the signup 
  7. Once you are at the initial investment screen (Inside the initial funding page) please enter the Initial amount you chose in the page 2 of the dream achiever step. (please note this amount cannot be below US$ 1000)
  8. Once you have completed the signup logout and login again and click on the arrow next to your name in top left corner and choose profile
  9. In Profile page click on the funding tab and select monthly transfer and enter the amount that you notated from the page 3 of the dream achiever option.
  10. You are all set to achieve your dream 

3 months prior to completion of the dream term please email to support@croudify.com to liquidate the portfolio and return your capital.
(3 months before the term of dream email the  (3 month term is not set in stone the liquidity can be achieved in 1 months also but for safety we want to start 3 months ahead, so that we can get maximum value)


Augment Income – Sorry no Options

Sorry if you are looking to augment your income there is no way any alternate solution can work for you. That is not extremely complicated.


Long Term Growth = Portfolio Choice from Dream Achiever + Automation Portfolios

Long Term growth and Automation portfolios are exactly the same except the analysis part. So the steps to follow are

  1. In Dream achiever option choose Long Term Growth
  2. Fill out the personal details and including the Initial amount, monthly investment and initial investment (on page 2)
  3. On Page 3 notate the portfolio distribution . Note all these things in a piece of paper 
  4. Now go to Automate Portfolio option
  5. Find the automation portfolio that closely matches the portfolio recommended from the Dream Achiever portfolio
  6. Choose the portfolio and go through the signup 
  7. Once you are at the initial investment screen (Inside the initial funding page) please enter the Initial amount you chose in the page 2 of the dream achiever step. (please note this amount cannot be below US$ 1000)
  8. Once you have completed the signup logout and login again and click on the arrow next to your name in top left corner and choose profile
  9. In Profile page click on the funding tab and select monthly transfer and enter the amount that you notated from the page 2 of the dream achiever option.
  10. You are all set to achieve your dream 

At any point if you want to liquidate your portfolio please email to support@croudify.com, We will try to liquidate your portfolio over a 3 month term

Saving money by itself is hard, having to analyze where to invest this money so that it works for you is just impossible. With Dream Achiever you can ensure that money is working for your prosperity when you are doing the hard work of saving it

Abhishek Agarwal , Croudify CEO


Also published on Medium.

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