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Inputs and context setting
We will collect details of your expenses, current assets and lifestyle aspirations. We will also discuss with you the changes you are likely to make in your life at retirement – e.g. shifting to a different city or farther suburb of the same city.
Processing and draft plan discussion
Once we have understood your context and requirements, we will evolve the first draft of retirement plan for you. This will include top view of your finances in the long term as well as specific action steps to be taken right away – e.g. shifting financial assets from growth oriented securities to income oriented securities or rebalancing debt equity mix. We will discuss the preliminary observations and recommendations with you to refine your plan further.
Submission of plan and execution of immediate transactions
After our discussion, we will refine the plan based on it and submit the same to you. We will also undertake immediate transactions required if any.
Follow-up and tracking
We will visit you every quarter to monitor the effectiveness of the plan. We will suggest changes if required and undertake transactions if necessary.
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