Retirement
is not the End
of the Road.It is the
Beginning of the Open Highway
In order to have true wealth, you must have good health, time to pursue passion, and resources / income to support what you want.
Ask yourself, does your retirement qualify as wealthy?
- Do you live a healthy and active life?
- How are you doing with your bucket list of LIFE's to-dos?
- Is your money working hard for you and helping you maintain your desired lifestyle?
How did you score?
Why not talk to one of our consultants about how we can help?
Still not there?
Read on..​
Do a self-check and see if you are financially secure!
In retirement, financial security is most important after health.
But what does it mean to be financially secure?
FINANCIAL SECURITY MEANS THE FOLLOWING 5 THINGS
Maintaining the same lifestyle over time despite inflation
Have you had to compromise on your lifestyle?
1
2
Protecting your wealth from unplanned erosion
Do fluctuations in the market / interest rates cause you to withdraw from your corpus?
Protecting yourself from medical / unplanned emergencies
Hope your health insurance can cover growing medical bills and emergencies. Have you had your health insurance plan reviewed lately?
3
4
Avoiding financial scams and being sold the wrong products
You need to be especially cautious about the financial products you choose as your active income generation phase ends.
Protecting the family wealth
Unclaimed family wealth in banks, PFs, LICs, mutual funds, etc., is over one lac crore.
As important as investing is ensuring your inheritance is passed on smoothly to your heirs or used for the causes you support.
Your entire life investments should be accessible in one place. Pass on your wealth correctly while you're still in control.
5
If any of these seems overwhelming, let's set up a meeting. Fill up the form to get started.
Why choose EldersWealth?
- We are a unique wealth management & services company
- Providing personalised goal based financial and investment management services
- Designed exclusively for post-retirement life​
- Our offering is structured around three critical components of post-retirement life: Health, Wealth, & Time
- With a holistic approach and comprehensive product suite, we enable you to lead a healthy and financially secure life after retirement.
Sign up for a free review consultation with EldersWealth !
Talk to us now!
