Post Retirement Investments Options

Post Retirement Investments Options : Investors who have retired can invest their retired corpus into following investment options based on their income requirements and Tax Situations ; 1. Senior Citizen Savings Scheme (SCSS) The Senior Citizen Saving Scheme allows you to invest your hard-earned retirement corpus in a safe product and offers the benefit of […]

Nine mantras to help you in planning a comfortable retirement

Retirement planning is one of the most important financial goals in life but it is often ignored by many people in India who solely depend on their children to take care of them in their twilight years. But people need to understand that children are not retirement solutions and depending on children cannot be a […]

How I Helped My Client : : WEALTH PLANNING FOR RETIREES

This is the case of an individual who was 65 years of age, and had already retired and wanted to plan for cash flows for the rest of his life… So, what was his main wealth planning objective? – To invest his corpus of Rs. 1.50 crore, so as to meet his expenses of Rs. […]

Retirement Planning-1

RETIREMENT PLANNING-1 Retirement is one of the most important life events all of us will ever experience. From both a personal and financial perspective, realizing a comfortable retirement is an incredibly extensive process that takes sensible planning and years of persistence. Even once it is reached; managing your retirement is an ongoing responsibility that carries […]

Retirement Planning- 2

In continuation to my retirement Planning Series, this is second article. If you have not read first pls click here to read first before reading this second one…   Important factors in Retirement Planning of service class: 1. Normal Retirement: The age set forth in a retirement plan for employees to receive full benefits upon retirement. Retirement before […]

What Financial Planning is and what it is not?

What Financial Planning is and what it is not? Financial planning is still evolving in our country. As with any new profession, it is therefore liable to fall prey to many misconceptions. It is convenient for investors like you to try and bracket it into a known and familiar service. Here are some of the […]

A Primer on New Pension Scheme

New pension scheme (NPS): The NPS is the new voluntary contributory pension scheme introduced by central government.   Citizens of India will now have an option of securing their post-retirement life with new pension scheme established by the government under the pension fund regulatory and development authority. (PFRDA) The scheme has come in to effect […]

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PlanetWealth Financial Advisors
Email: care@planetwealth.in
Phone: +919328190022
Url:
First Floor, Modh Mahodaya Bhavan, Opp Chandreshwer Mahadev Temple, Nr. Meghani Circle
Bhavnagar, Gujarat 364001