Wealth Management  For Retired Individuals

Wealth Planning for Retired Individuals

Wealth Planning for Retired Individuals*

Retired individuals or those close to retirement can take advantage of our expert retirement planning services.

  • First we make a thorough analysis of your financial profile then, a need-based analysis assuming life expectancy, inflation, medical contingency to derive a retirement corpus
  • Recommendations are then made to fulfill the gap in the required corpus size and actual corpus size
  • Finally the right asset allocation strategy is suggested for regular income and capital appreciation in the longer run

*the service will be provided by Karvy Investment Advisory Services Limited.

Karvy Private Wealth is a division of Karvy Stock Broking Limited having SEBI registration No : INZ000172733; NSDL and CDSL – SEBI Registration No: IN-DP-175-2015; PMS Registration No.: INP000001512.
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