Retirement Solutions

Prepare for the years after work with retirement-oriented schemes, long-term SIPs and systematic withdrawal facilities.

04Retirement Solutions

Overview

Retirement Solutions

Retirement is one of the longest financial phases of life. We help you access retirement-oriented (solution-oriented) mutual fund schemes and long-term SIPs during your working years, and Systematic Withdrawal Plans (SWP) that can provide regular cash flows after retirement.

Our retirement corpus calculator lets you explore how inflation, time and assumed returns interact. The figures are illustrative; the choice of schemes and amounts remains yours.

Solution-oriented retirement schemes (with lock-in)
Long-term SIPs across categories
SWP set-up for regular payouts
Retirement corpus calculator

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What’s Included

How We Help

Retirement Schemes

Solution-oriented retirement funds with a lock-in of 5 years or till retirement age, whichever is earlier.

Long-Term SIPs

Systematic investing through your working years, with step-ups as income grows.

Systematic Withdrawals

SWP facilities to draw a chosen amount at regular intervals.

Corpus Estimation

Illustrative calculators to explore the effect of inflation and time.

Health Cover Awareness

Information on health insurance to help protect savings from medical costs.

Nominee Updates

Nominee registration and updates across folios for smooth transmission.

Getting Started

Four Simple Steps

Connect

Call, WhatsApp or visit our Coimbatore office to discuss what you are looking for.

Get Onboarded

We help complete KYC, FATCA, nominee and bank mandate formalities — digitally.

Choose & Invest

You select schemes after reading the documents; we execute transactions accurately.

Track & Service

View holdings online and reach us for every service request along the way.

Please Note

Things to Know

Retirement-oriented schemes are mutual fund schemes and are subject to market risks; returns are not assured.
Solution-oriented schemes carry a lock-in as specified in their scheme documents.
SWP withdrawals may reduce capital if scheme returns are lower than withdrawals, and may have tax implications.
Calculator outputs are illustrative only and are not a promise of future value.

FAQs

Common Questions

What are retirement-oriented schemes?

They are solution-oriented mutual fund schemes with a lock-in of at least five years or till retirement age, whichever is earlier, as defined by SEBI scheme categorisation.

How does an SWP work?

You choose an amount and frequency. Units are redeemed from your folio at regular intervals and the proceeds are credited to your bank account.

Do you offer pension products?

We facilitate mutual fund schemes and SWPs. We do not distribute pension products that require separate registrations unless stated.

Can I start late?

Yes. Our calculators show how the time available affects the amounts involved, so you can make an informed choice.

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