Retirement Investment Plan

Retirement Investment Plan helps you to find the best post-retirement investments avenues so that you can generate regular income(like pension)to meet the inflation-adjusted monthly expenses, corpus protection and growth, without having to go back to work. Our Retirement Investment plan helps you to allocate your accumulated corpus into the mix of products like small savings schemes, debt funds, mutual funds can ensure a steady monthly income for senior citizens.

Suitability

Senior citizens those who are just nearing their retirement or already retired and do not know how to allocate their accumulated retirement corpus into the investments so that they could able to generate monthly income till their life expectancy. Those who want to generate high-return on their corpus to meet the higher education and marriage of their grand-children, can help our customized retirement investment plan.

We have to prepare for you a Retirement Investment Plan that may contain following threads:

• Risk Profiling and Asset Allocation
• Financial Health Check, with Cash flow and Networth analysis
• Review of Existing Health Insurance Policies
• Review of Existing Investment Products (Mutual Funds, Bonds, bank deposits, Post office deposits)
• Review of Tax Saving Products
• Set-up SWP(Systematic Withdrawal Plan) for regular monthly outflow(pension)
• Basic Estate Planning Advice
• WILL writing (Client and Spouse)
• Goal-based Investments Planning for grand Children
• Post-Retirement Planning
• Recommendation for Suitable Investments Portfolio (Mutual Funds, Bonds, bank deposits, Post office deposits, PMS etc.)
• Income Tax Return Filing (Client & Spouse)
• Mutual funds Portfolio Set up
• Implementation of the Plan
• Review and Monitoring of the Investments.
• Unlimited Support and Ongoing Services

Fee Structure

The minimum lump sum Fee starts Rs 15,000 + GST per annum but final fee will be set on the portfolio complexity in the plan which could be fixed or some percentage on annual income.

Disclaimer

We do not promise that the investments you make based on this plan will be profitable. Investments are always subject to various market, currency, and economic, political and business risks. We will not be liable for any losses that may be caused directly or indirectly by such investment decisions. Let's Start Here