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Outline

Banking professional

To retire in 8 years

No retirement plan yet

Observations
  • Upon retirement, client is set to receive approximately Rs.20 lakh from his insurance policies, and around Rs. 25 lakhs as retirement benefits from his employers.
  • The client will require at least Rs. 50,000 per month for life post retirement, for which he will need a corpus of Rs. 85 lakhs. He is falling short of Rs.40 lakhs for his retirement corpus.
Wealth Management for Working Professionals
Results
 Proper Asset Allocation
Retirement Planning for Individuals icon 3

Corpus of Rs.85 lakhs in 8 years

By the time the client retires, his corpus will reach the target figure of Rs. 85 lakhs.

 Proper Asset Allocation
Retirement planning

Rs.50,000 every month guaranteed

Guaranteed regular returns of 7% from investment of corpus in financial products will earn Rs.50,000/month.

 Proper Asset Allocation
Retirement Planning for Individuals icon 1

No worry of medical emergencies

Client won’t have to worry about any future medical costs, thanks to the increased health insurance.