Retirement planning in a nutshell

Steps involved in retirement planning

  1. What are your current monthly/annual expenses? Based on this, determine the amount required for the 1st month of retirement.
  2. Determine the corpus you require at the age of 60 till the age of 90/100 to ensure that the corpus takes care of both yourself and your dependents (including spouse and others)
  3. Evaluate the retirement benefits which you will receive at the age of 60 (including gratuity, PF, Lic policy maturity etc… to understand the value accrued on retirement)
  4. Invest now till retirement (by way of SIP or a combination of lumpsum + SIP) to bridge the gap to achieve the retirement corpus.

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