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. NSE:INB/INF/INE 230770138; BSE:INB/INF 010770130/010770131; MSEI:INE 260770138; DP:IN-DP-175-2015; PMS Regn No.INP000001512
back to top