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Your current monthly household expenses

Retirement Corpus Required

₹5,38,00,000

At Retirement

Retirement Planning Details

Years to Retirement30 years
Monthly Expenses at Retirement₹2,87,175
Retirement Period25 years
Monthly SIP Required₹15,241

Why Plan for Retirement?

With increasing life expectancy and rising healthcare costs, retirement planning is more crucial than ever. Starting early gives you the advantage of compounding and requires smaller monthly investments to build the same corpus.

Retirement Planning Stages

  • Accumulation Phase (20s-50s) - Focus on growing your retirement corpus through regular investments
  • Transition Phase (50s-60s) - Gradually shift to lower-risk investments for capital preservation
  • Distribution Phase (60s+) - Systematically withdraw from corpus while managing longevity risk

Investment Options for Retirement

  • EPF and PPF - Tax-free returns with government backing - safe and reliable
  • NPS (National Pension System) - Additional tax benefits under 80CCD(1B) up to ₹50,000
  • Equity Mutual Funds - Higher returns potential for long-term wealth creation
  • Real Estate - Rental income and capital appreciation for diversification

Retirement Planning Tips

  • Start investing early - time is your biggest asset
  • Increase SIP amount by 10% every year with salary hikes
  • Build an emergency fund before retirement to avoid corpus depletion
  • Plan for healthcare costs separately - get adequate health insurance
  • Consider inflation - expenses double every 10-12 years at 6-7% inflation
  • Do not withdraw from retirement corpus for other goals

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