Retirement Planning
Our retirement approach is optimistic but realistic. We estimate what your lifestyle will cost when you retire, build a corpus with SIPs and pension plans, and then convert it into a regular income through SWPs and annuities, so you never outlive your money.
Step by step, the way we plan it
- 1Estimate your monthly expenses after retirement
- 2Work out the corpus needed, adjusted for inflation
- 3Invest via SIPs in equity funds while you are young, and shift to debt as retirement nears
- 4Add a pension or annuity plan for guaranteed lifelong income
- 5Draw a monthly income through SWP after retirement
What usually goes into this plan
SIP (Systematic Investment Plan)
Invest a fixed amount every month in mutual funds and grow wealth with the power of compounding.
SWP (Systematic Withdrawal Plan)
Get a fixed monthly income from your mutual fund investments while the rest stays invested.
Retirement & Pension Plans
Build a pension so you receive a regular income after you retire.
Senior Citizen Health Insurance
Plans designed for parents aged 60 and above, with cover for age-related care.
Your financial goals,
one window away.
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