Retirement Planning

Plan today for a stress-free and financially independent retirement

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Retirement is not the end of earning — it’s the beginning of truly living. But a comfortable retirement doesn’t happen by chance; it happens with planning. Rising healthcare costs, inflation, and longer life expectancy make it essential to create a solid financial plan early on.

With our Retirement Planning service, we help you estimate your retirement needs, identify income sources, and build a portfolio that ensures you never have to depend on anyone. Whether you are in your 30s or close to retirement, we guide you in creating a clear roadmap towards financial freedom.

Who Should Take This Service?

  • Professionals in their 30s–40s who want to start early for retirement.
  • Individuals in their 50s approaching retirement and seeking clarity.
  • Families who want a steady income post-retirement.

What Will Be Covered in This Consultation?

  • Retirement Corpus Estimation Calculating how much you actually need.
  • Investment Strategy Building a portfolio that balances safety and growth.
  • Inflation & Healthcare Planning Accounting for rising medical and lifestyle costs.
  • Income Streams Designing Systematic Withdrawal Plans (SWPs) for predictable, tax-efficient monthly income.
  • Estate and Legacy Planning Structuring nominations, Wills, and record management.

Session Details

  • Consultant: CA. Yash Jain
  • Fee: ₹2,500
  • Duration: 60 Minutes
  • Mode: Online