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Comfort Retirement Planning



Retirement Planning is determining how much of corpus is required to fund the expenses during the retirement years and ways to build that corpus in the pre-retirement period. It also dwells upon the utilisation of the corpus accumulated during the retirement years. And while offering the service to a person who has already retired, a planner can offer investment advisory services to help the client generate required income from the retirement corpus and also manage the investment portfolio. While offering Retirement Planning Services.

A Financial Planner should address the following questions of his clients

  • What is the retirement corpus required to lead the same lifestyle after retirement?
  • How will inflation affect the sustainability of Retirement corpus in post-retirement years?
  • What are the various options and what is their role in investments for retirement?
  • Is there scope for early retirement, or retirement is postponed due to inadequate corpus?
  • What additional investments should be made to build retirement corpus?

For more details, Contact Wisdom Wealth Consultancy.