RETIREMENT PLANNING

For 40 Year Old

Illustration of a happy family with a mother, father, and son standing together, with a text overlay that says, 'Current Age 40 Years'.
An illustrated elderly couple celebrating retirement, with the man wearing a light blue shirt and the woman in a traditional Indian saree, standing close and smiling. Text below reads, 'Retirement Age 60 Years.'
Green tombstone with the inscription R.I.P. Life expectancy 90 years, next to a vase with orange marigold flowers, a framed photo of an elderly couple, and a blue banner with the text 'Life Expectancy 90 Years'.
A smiling family of three sitting together, with a woman wearing a pink sari, a man in a beige shirt, and a young boy on their laps. Beneath them, a sign displays the text "Current Household Expenses Rs.1 Lakh per Month".
Illustration of a multi-generational Indian family sitting on a bench, smiling, with a text box below stating expected household expenses at retirement as Rs.3,20,714 per month, with an inflation rate of 6%.
A family portrait in a bright and spacious room with large windows showing a garden outside. The family includes elderly grandparents, parents, and two children, all smiling and sitting close together.
Comparison chart illustrating the impact of investment rates on retirement savings, showing 7% rate with Rs.10.06 crore accumulation versus 12% rate with Rs.5.66 crore accumulation.
A table comparing two investment options with different assumed interest rates, showing monthly SIP amounts at age 60, for 5 and 10 years, and a lump sum investment for retirement planning.
A cartoon illustration of a young man and woman sitting on a sofa, discussing retirement planning. The young man holds a smartphone, and the woman looks thoughtful with her hand on her chin. There are books, a coffee cup, and a world map on the table in front of them. The background shows a city skyline outside the window.

From Our Investors