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WHY RETIREMENT
PLANNING IS IMPORTANT?


   To have secure and financially
    independent retired life
HOW MUCH TO SAVE FOR
RETIREMENT?


   Find out the total expenditure that you
    would incur in your retirement.
NEW PENSION SCHEME


   It is a pension plan where one can
    invest during their working years &
    withdraw when retire.
WHAT NOT TO DO WITH
YOUR RETIREMENT
SAVINGS
   Don’t put your all money in fixed
    instrument.
   Don’t lock in too much money for too long.
   Don’t invest and forget, you need to
    rebalance.
   Don’t forget to own your own mediclaim
   Don’t use your saving as a source of ready
    cash.
   Don’t take all your PF & gratuity as ready
    money while switching jobs.
MAKE YOUR RETIREMENT
WORRY-FREE
   Meet Liquidity

   Manage Routine Expenses

   Prepare for Medical Needs

   Plan for the long-Term
Thank You…

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Retirement and Post Retirement Planning

  • 2. WHY RETIREMENT PLANNING IS IMPORTANT?  To have secure and financially independent retired life
  • 3. HOW MUCH TO SAVE FOR RETIREMENT?  Find out the total expenditure that you would incur in your retirement.
  • 4. NEW PENSION SCHEME  It is a pension plan where one can invest during their working years & withdraw when retire.
  • 5. WHAT NOT TO DO WITH YOUR RETIREMENT SAVINGS  Don’t put your all money in fixed instrument.  Don’t lock in too much money for too long.  Don’t invest and forget, you need to rebalance.  Don’t forget to own your own mediclaim  Don’t use your saving as a source of ready cash.  Don’t take all your PF & gratuity as ready money while switching jobs.
  • 6. MAKE YOUR RETIREMENT WORRY-FREE  Meet Liquidity  Manage Routine Expenses  Prepare for Medical Needs  Plan for the long-Term