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Finance / Retirement planning requires experts advice and monitoring constantly.
Planning for a comfortable retirement is an extensive process that involves complete life-stage planning and identifying your retirement goals to build a corpus to maintain the desired lifestyle during your retirement years. It requires you to make prudent investments during your working years, putting your hard-earned money to work for you in your golden years.
Retirement planning requires a holistic and scientific approach such as:
- Identifying your financial & retirement goals
- Analyzing your current financial situation
- Profiling your risk
- Asset allocation and Investments
- Monitoring and re-balancing the asset allocation as necessary.
In an Indian market replete with complex financial products and a plethora of advisory services to choose from, it is critical that you choose the right investments knowing how much to invest and for what time horizon.The wrong choice can quickly lose you any investment advantage. A retirement planner has the expertise to help you make the choices that are right for your investment and retirement needs. He understands not only investments, taxes, estate planning issues and knows how to beat inflation, but also offers customized retirement solutions based on your specific needs and goals.
A retirement planner is your guide specially trained to meet the needs of life changing events, financial setbacks etc., which if not planned for could erode your savings and jeopardize your retired life. Being highly-skilled professionals, retirement planners are experts at making a realistic assessment of your post-retirement requirements and understand the complex needs of the elderly. So, next time seek expert advice as part of your preparation for retirement and develop a retirement planning strategy customized to your unique financial needs, ensuring you are maximizing your savings and assets.
Please let me have your appointment so that we can discuss and proceed further in the matter or contact me through mail / phone.
I also request you to forward the mail to hour friends.
Mukundan SN, CFA, CFP
Support of world class back up from Fortune 500 financial company. Their experience world wide is an added plus for our service.
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