Plan your retirement the
smart way!

Why do you need a retirement plan ?

Retirement plans or pension plans, assist you in planning a fixed regular income after retirement and provide financial security when your active earning ceases.

Enjoy tax
benefits

Achieve Financial Independence

Get better returns
on savings

Helps in securing
the future

Helps you safeguard your assets

Provides support for your dependents

Retirement is a journey.
Let us guide you to enjoy the same

Talk to our financial experts for the right advice.

Why you should choose EldersWealth?

Only financial services entity with an exclusive focus on senior citizens:

Hence, we understand the needs of this part of one’s life like no other and formulate services and solutions accordingly

Extensive Offering

Our comprehensive offerings, spread across the realms of wealth, health and time management services, ensure that you enjoy your golden years to the fullest.

Holistic solutions for your financial needs

We do not confine our services to just one aspect of investment management. We offer solutions that encompass all your financial needs starting from Investments, risk coverage to financing needs.

Varied debt / fixed income products:

We offer a variety of debt products and guide you in selecting the most suitable investment option to help you achieve your financial objectives without hassles.

Get started in 5 simple steps!

So, are you ready to secure your future ?

We are happy to help you!

Frequently asked questions

We consider retirement planning to be a personal matter, and we recognise that your retirement plan is all about you. The necessity for retirement planning grows as average life expectancy rises. Retirement planning not only provides a regular income, but it also aids in coping with medical emergencies, achieving life goals, and becoming financially independent. But in case you do not like your retirement plan, you can discuss the same with our expert who in turn will rework and provide a tailor-made plan suiting to your specific requirement. We try to keep our customers happy by being absolutely open and by having in-depth conversations with them. We discuss retirement planning choices and approaches ahead of time, to seek your feedback.

 

We explain why we made each recommendation at the implementation stage so that everyone is on the same page. We recognise that there are a variety of techniques to developing a retirement plan, but we work hard to develop the best one for you.

It is essential to determine your retirement corpus to start planning for your retirement. The amount you’ll need after you retire to cover your costs, maintain your lifestyle, and possibly pursue other personal ambitions is referred to as your retirement corpus. To start with, figure out your current annual expenses. First, make a list of monthly expenses for numerous categories such as housing, medical, entertainment, travel, EMI, and children’s school/tuition fees, among others. It’s critical that you calculate how much money you’ll need to maintain your current lifestyle after you retire. Then account for inflation to see how much your current spending will be when you retire. This is the annual amount you’ll need to cover your post-retirement expenses. The financial experts at EldersWealth can assist you in determining your asset allocation based on your risk profile, selecting appropriate investment avenues within each asset class, managing your cash flows with the necessary discipline to invest, and reviewing your portfolio on a regular basis to ensure that you are on track to meet this important financial goal.

It’s never too early to start planning for your retirement. Start preparing for your retirement as soon as possible, just like any other goal. With several years under your belt, you have time on your side and the power of compounding on your side. Most people in their 20s who have only recently begun working may believe that retirement is a distant dream. For some, planning for retirement at such a young age may appear to be excessive caution. However, it is critical that you recognise that being young offers you a luxury of time. Beginning to invest early in life will allow you to build up the necessary corpus without putting too much pressure on yourself, besides providing you a sense of security. If you’re in your 30s and haven’t started thinking about retirement, it’s still not too late. In terms of working, earning, and saving for your golden years, you still have a long way to go. However, approach with prudence and draw a clear distinction between your necessities and wants.

At EldersWealth, you can get expert guidance on various aspects of retirement planning like

  • Retirement corpus estimation.
  • Post-tax returns calculation.
  • Assessment of existing investments.
  • Risk profiling and management.
  • Investment strategy building.
  • Periodic review and revision.

Besides offering holistic solutions to your concerns regarding retirement planning, you can avail individual services too at EldersWealth.

Still haven’t planned your life after retirement ?

Get the benefit of investing early for your retirement. Create a large corpus fund with
EldersWealth, to ensure regular income after retirement.

Get the right advice NOW!

Get the right advice NOW!