Book an appointment to plan your retirement with us
Our Articles on Retirement
Shekar Hariharan
Fellow 2017 / Teach For India"Early retirement is something that requires comprehensive financial planning and trustworthy partners to help you meticulously execute that.I am fortunate to have been associated with FinAtoZ for both these needs! Today I am amidst a new journey in my life trying to pursue all my dormant passions of education, music and other art forms but with absolutely no worries about my finances.Thank you FinAtoZ for enabling me to achieve this!"
Sabyasachi Mukhopadhyay
Manager / Ericsson India Global Services"5yrs ago I started saving for my son's Subhraneeel education. My Bank Relationship Manager told me to invest in a child education plan, that will give me 10 lakhs on maturity. Over the years I realized that neither the maturity amount is adequate, nor the returns are appropriate. when I discussed this financial goal with my advisor at FinAtoZ, they helped me correct my investment decision. As a result, I surrendered the child education policy and moved that money to their recommended Mutual Funds. I have also increased my monthly savings for this goal. Now, I know that my child education goal is on track. I am confident to provide proper higher education to Subhraneel."
Dr. A. Lakshminarasimha
Adjunct faculty IBS, Bangalore"I was aware of instruments like FD, Post Office Deposits, Corporate Bonds etc which gave me lesser than inflation returns. I did not know how to better manage my funds post retirement (including PF). Moreover, I had to stand in queue to withdraw my money & update my passbooks. I had to file income tax returns since I was getting tax on interest on FDs. FinAtoZ helped me to move my corpus into tax efficient debt funds. I have put in a systematic withdrawal for my monthly expenses. Moreover, my tax liability has gone down drastically.They helped me to put my son as nominee everywhere which gives me a big peace of mind."