Over time, your retirement expenses will go up. If your monthly expenses at retirement is 100 units per month (1200 units per year), then by the time you reach 90 yrs, it will be 10X
Your Retirement corpus will eventually finish in 30-35 yrs time because over time your expenses will rise and eat up your corpus. Unless you have sufficient planning, your retirement might be a disaster.
You will get planning on how to generate regular inflation adjusted income till your retirement phase
Your investment planning will be done in such a way that there is minimal income tax levied on your income
We will suggest you the best possible way you can grow your money over time, so that it does not get exhausted soon
Our team is always available to serve you with any requirement you have. We also give you regular updates on your portfolio and performance
However, my real story started when I came in contact with Jago Investor team. I contacted them first in October 2014 by searching on net.
Their financial health check up is a systematic approach to know where we stand today...After thoroughly going through all my so-called investments, they made many changes, made me stop bank FDs, old SIPs, Insurance policies & what not...and they devised a new financial plan for me.
My financial health check was an expected eye opener.
Eventually after a lot of calls and discussions when my first SIP was set up - i was further relieved. Now every month - I feel as eager to see my SIP deducted from my account, as much as I await my salary 🙂
They held my hand through the entire process, explaining each and every small detail, helping me creating goals, told me what I was doing wrong (made me sell the ULIP - that was a difficult frog to swallow ! ) and designed my investment plan.
I started out ambitiously, moving nearly 40% of my income into SIP's.
I've been doing it for a lot tole more than a year now, and it's been fabulous. In a year when the markets haven't moved much, we managed a decent growth of nearly 20 %
And even though my investments were not going to be that substantial, I did not see any discrimination in handling of my portfolio by the team.
Lastly I would like to say that the Jago Investor team is always available to you. I really appreciate their prompt responses in any given scenario.