Investment Services

Retirement planned in real numbers, not vibes.

A target corpus based on your expected lifestyle, current savings, and years to retirement — with a withdrawal strategy for after.

SAMPLE RETIREMENT PROJECTION
Current Age35
Retirement Age60
Target Corpus₹4.2 Cr
On Track78%

What's included

Corpus Estimation

Target amount based on desired monthly expense post-retirement.

Gap Analysis

Shortfall between current savings trajectory and target, made visible.

Withdrawal Strategy

A plan for drawing down the corpus without running out early.

NPS + MF Mix

Retirement-specific instruments blended with existing investments.

How it works

1

Lifestyle & expense estimate

Define what retirement should look like, in today's rupees.

2

Corpus target

Calculate the number you need, adjusted for inflation and life expectancy.

3

Investment mapping

Existing and new investments mapped against that target.

4

Pre-retirement review

Annual check-ins, more frequent in the last 5 years before retirement.

FAQ

Retirement Planning questions

A later start means a higher monthly contribution or an adjusted target — we'll show you realistic options rather than an impossible number.

Typically equity-heavy while you're far from retirement, shifting to debt as you approach it — we set the glide path for you.

We project both your expenses and your corpus target forward using a conservative long-term inflation assumption.

Related services

NPS

A tax-efficient pillar of your retirement corpus.

Learn more

Mutual Funds

The growth engine for your pre-retirement years.

Learn more

Goal Planning

See retirement alongside your other financial goals.

Learn more

Know your retirement number.

Most people are surprised by the gap — better to see it now than at 55.

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