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Steps To Create A Perfect Retirement Plan

PLANNING

The first step of retirement planning is identifying the exact age that you wish to retire at, the kind of lifestyle you wish to pursue post your retirement, your life expectancy, and ultimately the amount of retirement corpus you would need to support your retired life.
 

DESIGNING

This step involves identifying the most promising investment options that have the potential to generate the required amount of retirement corpus and creating a realistic investment plan that will help you make the required investments and achieve the goal amount.

EXECUTION

Assisting you at every step in dedicatedly following the created plan for the required tenure to successfully complete the investment journey and achieve the desired goals.
 

REVIEW

Regularly review the performance of the investments to ensure that they are generating the expected returns, and if required, make the necessary adjustments to bring the plan back on track and generate the required returns.

This Is How Your Customised Financial Report Will Look Like

Requirements

Keeping your requirements in mind we create a customized plan that solely aims to fulfil them and give you the kind of retirement life you wish to live.

Retirement Corpus

Gives you a clear overview of your currently available retirement surplus and shortfall i.e. where have you reached and how long do you need to go to achieve your goal.

Projected Post Retirement Cashflow

Gives you a detailed and a year-on-year picture of the cashflow during your retired life.

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Financial Planning

Revealing Opportunities, Safeguarding Your Tomorrow.

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Financial Planning

Revealing Opportunities, Safeguarding Your Tomorrow.

Explore
image

Financial Planning

Revealing Opportunities, Safeguarding Your Tomorrow.

Explore
image

Financial Planning

Revealing Opportunities, Safeguarding Your Tomorrow.

Explore

Frequently Asked Questions

Retirement Planning is the process of setting financial goals and developing a strategy to achieve them to ensure a comfortable retirement. It’s important because it helps individuals save enough money to support themselves after they stop working, maintain their standard of living, and cover healthcare and other expenses.

 
 

It’s never too early to start planning for retirement. Ideally, individuals should start saving for retirement as soon as they begin working. The longer they save, the more they can accumulate, and the more time their investments have to grow.

 
 

The amount an individual should save for retirement depends on their lifestyle and expected retirement expenses. As a general rule of thumb, many financial advisors suggest saving at least 15% of your annual income for retirement. It’s also important to consider factors like inflation, life expectancy, and unexpected expenses when planning.

 

There are various retirement savings vehicles, such as 401(k) plans, individual retirement accounts (IRAs), annuities, and pension plans. These plans offer different benefits and tax advantages, so it’s important to understand how each works and determine which ones best suit an individual’s financial goals.

 
 

Individuals should review their retirement plan regularly, at least annually, and after major life events like a job change, marriage, or having a child. This helps ensure that the plan remains on track and adjustments can be made if necessary to stay on target for retirement goals.