Saving for Retirement

Retirement saving is a part of financial assessment process and it enables a person to enjoy the desired post retirement lifestyle. When you stop earning, you would certainly want to maintain nearly the same standard of living.

Post retirement, a person does not have his monthly paycheck and will have to depend on the annuity he receives from his investment corpus. Planning for the sunset years requires added importance because people over-estimate what they have and under-estimate how much they need post retirement.

Retirement saving involves wealth accumulation, which calls for planning your future financial needs and security.
We design portfolio that reduces risk and yield good returns.

The steps for a comfortable retirement

Identify and set pre-retirement and retirement goals
Estimate the length of your retirement
Estimate retirement income and expenses
Plan for the effects of post-retirement inflation
Evaluate and revise your plan

What can be done to achieve your retirement goals?

If you start early, you can build large corpus for retirement. It is a myth that one should start saving for retirement when you are 40 plus. Remember the power of compounding!
Define your need and financial objectives.
Diversification and optimal asset allocation in accordance with one’s risk appetite is a key to successful retirement saving.
Review your plan at regular interval to ensure you are on track.

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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | ARN- 0059 | Date of initial Registration: 17 Jan 1997 | Current validity: 11 Oct 2028

Chartered Financial Goal Planner Membership ID No. – BSLAAFM008117 (Expiry Date: 17/02/2028)

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