Go walk in nature, notice the leaves falling, make time for family,
#InvestInMoments; we'll manage the rest.
#InvestInMoments; we'll manage the rest.
Retirement Planning
Retirement planning is one of the most common financial goals. The retirement plan can be influenced by a lot of factors like age, expenses, investment returns, inflation, etc. With the help of this template, investors can account for majority of these external factors and plan effectively.
Mr. Sandeep Tyagi, Founder & CEO of Estee, discussed this in our investing webinar series – Minimalist Art of Investing. If you would like to watch the session, do watch it here.
Factors considered in the Template:
- Age: Present, Retirement age, life expectancy
- Current savings
- Risk appetite: Pre and Post Retirement phase
- Partial lumpsum withdrawal
- Expenses required
- Inflation
- Investment amount
- Return on investments
