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


Mr. Sandeep Tyagi

Founder and CEO, Estee Advisors

Sandeep has 30+ years of experience in portfolio management, analytics, and consulting. He pursued Bachelors in Technology from IIT Delhi and MBA from Columbia Business School.