Retirement Planning
Build a stable income for your post-work years. Systematic saving for a worry-free retirement.
"Most people underestimate how much they need. With inflation, rising healthcare costs, and longer lifespans — retirement planning must be built on precise numbers, not guesswork."
Retirement Is the Longest Financial Goal You'll Ever Have
Start early, retire comfortably
Time is a key factor in wealth creation. We’ll look at how starting today can help reduce your future savings burden compared to waiting.
Post-retirement income structured
I design a strategy to turn your savings into a reliable monthly paycheck, focusing on tax efficiency and making sure your money lasts as long as you do.
Healthcare and longevity factored in
Medical inflation and longer life expectancy are built into every retirement corpus I calculate.
How I Plan Your Retirement
Step by step — from calculating your target to building the portfolio that gets you there.
01.
Calculate your retirement corpus
Lifestyle-based, inflation-adjusted target for the exact year you want to retire.
02.
Find your monthly savings target
Exactly how much you need to invest today to hit your corpus.
03.
Design the retirement portfolio
Right risk profile — growth in early years, safety as you approach retirement.
04.
Plan post-retirement income
A structured strategy to ensure your wealth provides a steady, lifelong income stream.
05.
Account for healthcare costs
Medical inflation and long-term care built into your plan from day one.
06.
Review every six months
Adjust the plan as income, expenses, and life circumstances evolve.
Simple, Transparent Pricing
Retirement Planning is included in the comprehensive financial plan — no separate charge per service.
Renewal from Year 2: ₹7,500 + GST
Single Parent / Senior Citizen
₹12,000
+ Applicable GST
Annual fee · One-year support
- Cashflow and Net worth Analysis
- Family budget Analysis
- Risk profiling
- Life and Health Insurance Planning
- Emergency fund Planning
- Child Education / Marriage Planning
- Retirement Planning
- Goal Based Planning
- Tax Planning
- Debt Management
- Asset Allocation Based on Goals
Includes full financial plan — insurance, investments, retirement & more.
Indian Resident
₹15,000
+ Applicable GST
Annual fee · One-year support
- Cashflow and Net worth Analysis
- Family budget Analysis
- Risk profiling
- Life and Health Insurance Planning
- Emergency fund Planning
- Child Education / Marriage Planning
- Retirement Planning
- Goal Based Planning
- Tax Planning
- Debt Management
- Asset Allocation Based on Goals
Includes full financial plan — insurance, investments, retirement & more.
Turning Chaos into Clarity
Book your free 30-minute discovery call. No obligation. No sales pitch. Just honest advice.