- Take a Dream Holiday- Follow your passion- Spend quality time with family
New age retirement dynamics
- Shorter working life & longer life expectancy
- Nuclear families
- Lifestyle inflation
- Higher post retirement expenses related to unfulfilled dreams
The 30 - 30 - 30 problem
- We now have to study for 30 years, get to work for only 30 years and will potentially live for 30 years post retirement.
So How to retire rich?
- At Age 32 Plan for Age 62
- At Age 40 Plan for Age 70
- Most people make the mistake of planning for retirement when they are about to reach their retirement age.
Get these 4 things right
- Start investing for retirement at the right time
- Have the right asset allocation
- Invest the right amount for retiring rich
- Find the right advisor to guide you
Retirement Based Mutual Fund Schemes are the Right Choice
- Asset Allocation- Active Fund Management- Lock in of 5 Yrs or till age of 60 whichever is earlier- Option to invest lumpsum or SIP
Benefits of Retirement Based Mutual Funds
- Conservative, Moderate or Aggressive plans to choose from depending on risk appetite- Systematic Withdrawal Plan (SWP) facility to meet post retirement regular cash flow needs