Retirement Planning

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Build a Retirement Corpus For The Life You Want

Retirement Planning is about building a corpus large enough to support your lifestyle once your regular income stops, while accounting for inflation and rising healthcare costs.

The earlier you start, the more time your investments have to grow. Understand your retirement goal, assess the time you have on hand, and choose an investment approach suited to your risk appetite.

Estimate Your Retirement Corpus

What is Retirement Planning?

Retirement Planning is the process of estimating your post-retirement financial needs and investing in a disciplined manner to build the required corpus over time.

A well-thought-out retirement plan considers your current age, expected retirement age, current expenses, expected inflation and life expectancy. It helps you work out how much you need to invest regularly so that your accumulated corpus, along with any other retirement benefits, can support your lifestyle after you stop working. Every investment decision should be based on your own assessment of the associated risks and your personal financial circumstances.

Why Plan for Retirement Early?

Starting early gives your investments the benefit of time and compounding, while helping you stay prepared for the unexpected.

Power of Time

Starting early gives your investments more time to potentially grow through compounding.

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Rising Costs

Inflation and healthcare costs tend to rise over time, making early planning important.

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Financial Independence

A well-planned corpus may help you maintain your lifestyle without depending on active income.

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Disciplined Investing

Regular, goal-based investing encourages a disciplined approach towards your retirement goal.

How Retirement Planning Works

A simple, step-by-step process to help you get started on your retirement journey.

1

Define Your Retirement Goal

Estimate your expected expenses and desired retirement age.

2

Estimate the Corpus

Use the Retirement Fund Calculator to estimate the corpus you may need.

3

Choose Your Investments

Review suitable investment options based on your time horizon and risk appetite.

4

Review Periodically

Track your progress regularly and adjust your plan as your circumstances change.

Avenues to Consider for Retirement

Depending on your risk appetite and time horizon, a mix of options may be considered as part of your retirement plan.

Mutual Funds

Equity, debt and hybrid mutual fund schemes offer a range of options depending on your risk appetite and time horizon.

National Pension System

A market-linked, long-term retirement savings option regulated by the PFRDA.

Insurance-Linked Plans

Pension and annuity plans that may provide a regular income stream post retirement.

Fixed Income Options

Fixed deposits and other fixed income instruments may help provide relative stability to your portfolio.

Estimate Your Retirement Corpus

Use our Retirement Fund Calculator to get an indicative estimate of the corpus you may need.

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Retirement Fund Calculator

Enter your current age, expected retirement age, monthly expenses and a few other details to get an indicative estimate of your retirement corpus and the monthly investment that may be required.

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Important Things to Consider

  • Investment returns are subject to market risks and are not guaranteed.
  • Calculator estimates are indicative in nature and are based on the assumptions entered.
  • Actual returns may vary depending on market conditions and the investment option chosen.
  • Inflation, life expectancy and changing circumstances may affect your actual retirement requirement.
  • Review the applicable terms and conditions of any product carefully before investing.
  • Diversify your investments in line with your goals and risk appetite.
  • Make investment decisions based on your own financial circumstances and risk appetite.
  • Consider reviewing your retirement plan periodically with a qualified professional.

Important Risk Disclosure

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The Retirement Fund Calculator provided on this page is for illustrative purposes only and is based on the assumptions entered by you; actual results may vary. Any investment decision should be made only after carefully considering the associated risks, applicable terms and conditions, and your own financial circumstances and risk appetite.

Start Planning Your Retirement Today

Understand your retirement goal, explore your options and make informed investment decisions.

Contact Us

We are an AMFI (Association of Mutual Funds in India) registered Mutual Fund Distributor vide ARN: 108192. We provide investment services to our clients incidental to our primary activity. You can check the list of all mutual funds where we are acting as a distributor – fund list .

We do not charge any advisory fees or transaction fees – directly or indirectly, because we earn commission from the funds which we distribute. You can check the commission disclosure sheet here: Commission Disclosure . Although we take our best attempt to ensure the suitability of the product being sold to you, the same may not always be in your best interest.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Calculator estimates are indicative and based on the assumptions entered by you. Please carefully review the applicable terms and conditions and associated risks before making any investment decision.