Retirement Planning

It is impossible to foretell how your retirement would turn out to be, but with a plan, you can control its broad direction. There are many myths around retirement, but you do not have to go completely blindfolded into this phase of your life. With open eyes, awareness, and financial planning moving into retirement can be an enjoyable experience rather than a leap of faith.

You must be flexible with your retirement plans to provide for contingencies and an experienced financial advisor and professional can help you with it. The key is to start early and to invest in a portfolio of investment options that are secure, diversified as well as have growth potential.

You can set up investments into different retirement plans such as those from insurance companies, NPS, or buy an annuity. You could also build a portfolio using debt and/or equity mutual funds for more diversification and growth.

A financial advisor works on many variables with you to arrive at a decent retirement corpus and monthly expense figures. These variables – like income-replacement Rate, anticipated retirement age, life expectancy, expected rate of return & inflation, and savings rate – can be intimidating without the handholding from a professional.

We look forward to being given the opportunity to help build and preserve your precious wealth

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Keeping you One Step Ahead, we have been doing it a long time. Talk to us