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. […]

How I helped Single Women in WEALTH PLANING

When it comes to making investment decisions, women tend to shift this responsibility on their close family member. While trusting one’s close family members is not wrong; completely depending on them can lead to trouble when one is left alone. The reasons could be an eventuality in the family or a separation from spouse. Separation […]

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 […]

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 […]

How to download EPF passbook

The Employees Provident Fund Organisation (EPFO) has initiated a facility, which allows an EPF subscriber to download the EPF passbook using his UAN (Universal Account Number). This facility allows EPF subscribers to download and save their EPF passbook and review the entries made over a period of time. Register on the EPFO portal The subscriber […]

A primer on Bucket Strategy for Retirement Fund Management..

How to Use the Bucket Approach to Make Your Retirement Savings Last The idea is to set up three or more buckets with different asset classes and different time horizons for liquidating the funds. It will stretch your money over a longer period. Years ago most retirees could rely on pension income from a former employer for […]

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