Retirement Plan

Retirement Plan – The financial planner will develop and deliver to you a customized retirement plan based on your current and future cashflows, age, medical conditions and target retirement lifestyle..

The financial planner will undertake “Retirement Plan” for individual clients relating to:

  1. Your current income and expenses
  2. Your current lifestyle and future expectations
  3. Your current asset and liability mix
  4. Future income and expenses
  5. Estimation of future medical costs, EMI, rental expense, living expenses etc.

Output: The financial planner will develop and deliver to you a customized retirement plan based on your current and future cashflows, age, medical conditions and target retirement lifestyle

Please note that the plan will be done based on the information provided by you. Hence you are advised to provide complete and detailed financial information about yourself and your family.

Here is how it will work:

  1. On purchase of this product, a requisition list (list will be detailing the required documents) will be shared with you.
  2. You will digitally submit the documents as per requisition list.
  3. Within 4 working days, you will receive a confirmed appointment with your financial planner, along with preliminary views (if possible) on the product.
  4. And your final product will be shared within 3 working days from the submission of last set of additional documents (if any) by you.